Chang Wah Electromaterials, Inc. · TWSE:8070

Chang Wah Electromaterials — Q1 2026 Earnings Presentation

18 slides from Chang Wah Electromaterials's earnings presentation, May 29, 2026

  1. Slide 1: CWE (8070) Earning Conference

    CWE（8070） Earning Conference 2026/05/29

  2. Slide 2: Forward-looking Statement

    Forward-looking Statement Information included in this press release that are not historical in nature are "forward looking statements“. CWE cautions readers that forward looking statements are based on CWE’s reasonable knowledge and current expectations and are subject to various risks and uncertai

  3. Slide 3: 2026 Q1 Operation Results

    2026 Q1 Operation Results • Consolidated Statements of Comprehensive Income • Consolidated Revenue by Product Types • Consolidated Balance Sheet • Consolidated Cash Flow Statement 3

  4. Slide 4: Consolidated Statements of Comprehensive Income

    Consolidated Statements of Comprehensive Income Item(MN NTD) 2026 1Q 2025 4Q QoQ 2025 1Q YoY Revenue 5,422 5,111 6% 4,504 20% Gross Profit 1,004 929 8% 850 18% Operating Profit 658 563 17% 495 33% Non-Operating Items 93 (518) 118% 180 -48% Pretax Income 751 45 1569% 675 11% Tax Expenses 152 158 -4%

  5. Slide 5: Consolidate Revenue by Product Types

    Consolidate Revenue by Product Types 2026Q1 11%; 9%; Substrate Others 5%; LED LF 47%; Lead Frame 28%; EMC Lead Frame EMC LED LF Substrate Others Product Lead Frame EMC LED LF Substrate Others Total Amount 2,559 1,494 270 497 602 5,422 (MM NTD) 5

  6. Slide 6: Consolidated Balance Sheet

    Consolidated Balance Sheet Item(MN NTD) 2026/3/31 2025/12/31 2025/3/31 Cash and other financial 10,455 10,404 10,577 assets Securities investment 18,200 17,165 15,012 Notes and Accounts 4,504 4,262 3,752 Receivable Inventories 3,916 3,322 2,689 PP&E 3,485 3,355 3,800 Total Assets 43,046 40,902 37,68

  7. Slide 7: Consolidated Cash Flow Statement

    Consolidated Cash Flow Statement Item(MN NTD) 2026 Q1 2025 Q1 Cash Equiv.-Beg 7,386 7099 Cash inflow from operating activities 191 771 Cash inflows from investing activities (489) 491 Cash inflows from financing activities 140 (235) Effect of Exchange Rate Changes 219 104 Change in Cash Flow 61 1,13

  8. Slide 8: 2026 Main Business Status

    2026 Main Business Status • Lead Frame • Molding Compound • Adv. Packaging Equipments 8

  9. Slide 9: Lead Frame-Price/Revenue/Customer Applications

    Lead Frame-Price/Revenue/Customer Applications *Start adjusting price due to Raw Material price & tight supply-demand situation。 *Subsidiary CWTC 2026/Apr. Revenue record high 1.384 Billion, Expected 2026/Q2 revenue could surpass historical high 3.778 Billion by 2022/Q2 during pandemics period! *Sur

  10. Slide 10: Lead Frame-Capacity Expansion

    Lead Frame-Capacity Expansion *Malaysia Plant Expansion (Est. Completion: Q3 2027) — Floor area increased by 100%” Weihai *New Weihai Plant (China): Chengdu Initial revenue expected in Q1 2027 (Floor Area: Suzhou +150% of Suzhou + Chengdu) Taiwan Malaysia 10

  11. Slide 11: Lead Frame-Mini LED

    Lead Frame-Mini LED Mini LED Solution for Backlight POB Package Type EMC-2525 EMC-1515 Appearance Application Monitor/ TV/ Automotive Monitor/ TV/ Automotive *Mini LED EMC-1515 keep penetrate into high- LED Light color Blue/White Light Blue/White Light end Automotive backlight / tail-light & Interio

  12. Slide 12: Molding Compound

    Molding Compound *Price Adjustment on 2026/3/1: Double-Digit Increase! * Peer Price Increases Due to Rising Material Costs; Future Pricing TBD Based on Conditions! 12

  13. Slide 13: Adv. Packaging Equipment

    Adv. Packaging Equipment Gross Profit * WCM-300L/330L 12inch mold equipment 2023 2024 2025 Equipm ent Molding Compound 13

  14. Slide 14: Adv. Packaging Equipment - Price

    Adv. Packaging Equipment -Price increase w/spec. upgrade Price 14

  15. Slide 15: Adv. Packaging Equipment

    Adv. Packaging Equipment Itinerary Planning: On-Site Customer Support in Arizona! 15

  16. Slide 16: Cash Dividend

    Cash Dividend 16

  17. Slide 17: Cash dividends grows for 11 consecutive years

    Cash dividends grows for 11 consecutive years 3.00 300% 270% 2.50 240% 210% 2.00 180% 1.50 150% 120% 1.00 90% 60% 0.50 30% 0.00 0% 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Cas h Dividends 0.06 0.30 0.31 0.35 0.70 1.00 1.10 1.20 1.26 1.28 2.00 2.53 2.50 2.70 2.71 Pa

  18. Slide 18: Q&A

    Q&A 18

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