Froch Enterprise Co., Ltd. · TWSE:2030
Froch Enterprise — Investor Presentation (June 2022)
21 slides from Froch Enterprise's investor presentation, Jun 23, 2022
Slide 1: Institutional Investors Conference
彰源企業股份有限公司 FROCH ENTERPRISE CO., LTD. 法人說明會 •Institutional Investors Conference •Stan Shih - Spokesperson 1 2022/06/23
Slide 2: Disclaimer
Disclaimer • The predictive information provided in this presentation, including operation prospects, financial situations, and business predictions, is integrated from internal data and external economic development situations. • The information in this presentation represents FROCH’s knowledge of
Slide 3: Company Profile
COMPANY PROFILE TAIWAN PLANT Land Size：210,213㎡ Individual/Consolidated Sales Revenue Percentage: 80.2% (2022 H1) CHINA PLANT Land Size：250,583 ㎡ Individual/Consolidated Sales Revenue Percentage: 19.8% (2022 H1) 3
Slide 4: Material
MATERIAL SOURCE OF MATERIAL CHINA PLANT: 100% DOMESTIC TAIWAN PLANT: 72% DOMESTIC 28% IMPORTED 4
Slide 5: Industrial Pipes
INDUSTRIAL PIPES 5
Slide 6: Mechanical Tubes
MECHANICAL TUBES 6
Slide 7: Industry Properties
INDUSTRY PROPERTIES Steel Making Slab Hot Rolled / Cold Rolled Froch Enterprise Co., Ltd. Froch Enterprise Co., Ltd. Construction Kitchenware Pulp and Paper Petrochemical Material Foods Sewage and Transportation and Beverages Water Treatment Medical Machinery / Electronics Electrical Equipment Fabri
Slide 8: Industrial Pipes Applications
INDUSTRIAL PIPES APPLICATIONS Pulp and Paper Petrochemical Foods and Beverages 8
Slide 9: Mechanical Tubes Applications
MECHANICAL TUBES APPLICATIONS Hand Railing Fencing Escalators 9
Slide 10: Stainless Steel Sheets Applications
STAINLESS STEEL SHEETS APPLICATIONS Bulletin Boards Elevators Solar Panels
Slide 11: Operational Briefing – Product Mix Sales Percentage
OPERATIONAL BRIEFING – PRODUCT MIX SALES PERCENTAGE Tubes Sheets Consolidated and and Turnover (in NT$ million) Pipes Coils 2019 79.9% 20.1% 11,980 2020 80.4% 19.6% 10,560 2021 76.0% 24.0% 15,240 2022 Q1 74.6% 25.4% 4,450 11
Slide 12: Operational Briefing – Sales Regions Percentage
OPERATIONAL BRIEFING – SALES REGIONS PERCENTAGE 2021 Middle East,…Others, 5.7% Asia, 5.8% Taiwan, 35.4% Europe, 8.2% Americas, 14.9% China, 24.4% 12
Slide 13: Operational Briefing – Stainless Steel Tubes and Pipes
OPERATIONAL BRIEFING – STAINLESS STEEL TUBES AND PIPES Taiwan’s Stainless Steel Tubes and Pipes Consumption 26.6% 30.4 % 2019 2020 2021 30.7%
Slide 14: Operational Briefing – Stainless Steel Tubes and Pipes
OPERATIONAL BRIEFING – STAINLESS STEEL TUBES AND PIPES Taiwan’s Stainless Steel Tubes and Pipes Export Quantity 2020 34.7% 35.4% 2019 2021 14
Slide 15: Consolidated Financial Numbers – Last 3 Years
CONSOLIDATED FINANCIAL NUMBERS – LAST 3 YEARS NT$ million YEAR 2022 2019 2020 2021 ITEMS Q1 Sales 11,980 10,560 15,240 4,450 Gross Margin 1,220 930 2,820 760 Operating Profit 490 230 1,730 450 EPS NT$0.94 NT$0.38 NT$4.29 NT$1.25 15
Slide 16: Consolidated Sales and Profits
CONSOLIDATED SALES AND PROFITS 2021 and 2022 H1 100 85 67.3 44.5 50 1.44 2.85 1.25 0 Sale:Revenue(NTS million) EPS:NTS dollar 16
Slide 17: Nickel Prices Curve
Nickel Prices curve LME Nickel Spot 4848221 a ~— 148866.39 41250.58 37634.76 28343 [34018.95 30403.14 26787.32 20880 2317151 16553 18212 19555.70 al 15939.88 12324.07 20201231 20210630 20211231 20220531
Slide 18: Competitive Advantage
COMPETITIVE ADVANTAGE 1. Comprehensive Product Range – Satisfy Customers’ One-stop Shopping Needs 18
Slide 19: Competitive Advantage – Quality Certifications
COMPETITIVE ADVANTAGE- QUALITY CERTIFICATIONS 2. Advanced Technology among Competitors • 1993：Froch was accredited with ISO-9001 by Lloyd’s Register Quality Assurance. • 1996：Froch was accredited with ISO-9001 by Bureau of Standards, Metrology, and Inspections, Ministry of Economic Affairs. • 1999：F
Slide 20: Competitive Advantage
COMPETITIVE ADVANTAGE 3. Comprehensive Sales Networks Thousands of customers domestically Sales to more than 100 countries globally 20
Slide 21: Thank you!
Thank you! 21