Superalloy Industrial Co., Ltd. · TWSE:1563
Superalloy Industrial — Investor Presentation (March 2023)
12 slides from Superalloy Industrial's investor presentation, Mar 16, 2023
Slide 1: SuperAlloy Industrial Co. (1563 TT) Investor Presentation
SuperAlloy Industrial Co. (1563 TT) Investor Presentation Forging the of Mobility
Slide 2: Disclaimers
Disclaimers The information contained in this confidential document ("Presentation") has been prepared by SuperAlloy Industrial Company Ltd. (the "Company"). It has not been fully verified and is subject to material updating, revision and further amendment. While the information contained herein has
Slide 3: Why Invest In SAI?
Why Invest In SAI? We target to achieve sustainable return from our green investment We are global top 2 aluminum forged wheel supplier specializing in manufacturing of lightweight alloy products for mobility industry. In the aluminum forged wheel market for super and luxury cars, SAI is the globa
Slide 4: Tier-One Supplier For Top Global Brands
Tier-One Supplier For Top Global Brands *SAI is the world’s Top 1 aluminum forged wheel maker for super and luxury cars and Top 2 supplier for premium segment and above Top 5 Clients: Mercedes-Benz、Porsche、BMW、JLR and Lexus(Toyota) 2001 2004 2006 2007 2008 2009 2010 2011 2012 2013 2015 2016 2017 201
Slide 5: Appraisal from client
Appraisal from client OVERVIEW SUPPLIER EVALUATION Supplier: Supplying plant(s): 11. SECURITY OF SUPPLY 100,0% fo) > ® @ B SuperAlloy Industrial Co. Ltd. (62170) Lossburg/Betzweiler, Germany (621701), 2. DELIVERY DATA QUALITY 100,0% DELIVERY RELIABILITY 100,0% | Ox SPECIAL TRANSPORTS 100,0% | Ox WRO
Slide 6: Carbon Neutrality Calls For Recycle Aluminum
Carbon Neutrality Calls For Recycle Aluminum Carbon Neutral Goals Across Countries Countries around the world have made carbon neutral commitments. Finland in 2035, Austria and Iceland in 2040, the European Union, Canada, South Africa, Japan, the United Kingdom, France, Denmark and other countries h
Slide 7: Recycle Aluminum Completes Our World-Class Production
Recycle Aluminum Completes Our World-Class Production ASI • Supplier diversification and automakers’ carbon neutrality goals call for SAI’s recycle aluminum process Forging Machining Polishing Painting Turning & Milling Manual & Auto Manual & Auto 7,000 & 8,000 Ton Forging Diamond-Cutting Grinding P
Slide 8: Moving Into Green
MOVING • Green Milestone INTO 30% • We are planning to expand our recycle aluminum annual GREEN 9% 26% capacity from current 40k, maintaining 30% of our production volume. 2020 2021 2022E 95% SAI is in the process of being certified as a SAI aims tofrom reduce2019 95% carbon • Carbon emissions (GHGe
Slide 9: Accelerate Our Development of Sustainability
Accelerate Our Development of Sustainability We join ASI to collaboratively foster responsible production of aluminium. Source: ASI 9
Slide 10: Net Shape vs. Full Machining Forged Wheels
Net Shape vs. Full Machining Forged Wheels Our net shaped wheels utilize precision forging to shorten post-forging processes Simplifies the production process, leading to lower production costs They are optimal for large volume orders from premium brands Higher order volumes increase plant outpu
Slide 11: Our Green Expansion
Pingtung Plant Production 2022E Capacity 2025E Capacity 2027E Capacity Capacity Plan Our Green Forging Machining 300,000 300,000 600,000 600,000 900,000 900,000 Expansion Polishing Painting 300,000 600,000 600,000 600,000 900,000 600,000 Recycle Aluminum 40,000 ton Is being planned (Based on no. of
Slide 12: Shifting To Success
SHIFTING TO SUCCESS Sustainable Mid-Teen Revenue CAGR • Generate Sustainable 20% ROE Return • Target 50% payout ratio Filing for IPO in 1H24 Scale • Target to reach NT$15bn revenue in 5 years Economy • Target to reach NT$30bn revenue in 10 years Growing • Full-Machining, Net-Shape Forged Wheels & TA
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