Topco Scientific Co., Ltd. · TWSE:5434
Topco Scientific — Q2 2026 Earnings Presentation
25 slides from Topco Scientific's earnings presentation, Aug 17, 2026
Slide 1: Topco Scientific 2026 Q2 Investor Meeting
Topco Scientific 2026 Q2 INVESTOR MEETING Chairman：Mr. Simon Tseng President：Mr. Charles Lee Senior CEO：Mr. Dennis Chen Spokesperson：Ms. Della Huang / Senior Vice President TSE Ticker : 5434 TT August 17, 2026 1
Slide 2: Safe Harbor Notice
Safe Harbor Notice • These forward-looking statements, which may include statements regarding Topco’s future results of operations, financial condition or business prospects, are subject to significant risks and uncertainties and are based on Topco’s current expectations. • Actual results may differ
Slide 3: Company Profile
Company Profile 成立 員工數 Establishment Employee Number 1990 in Taiwan 2082 employees worldwide Diligence, Professionalism, Sharing the Success 資本額 2025年營收 • Founded：February 17th, 1990 Capital Annual Revenue • Headquarters：Taipei, Taiwan 19.4 億元 (NTD) 675.8 • IPO：2003 億元 (NTD) 3
Slide 4: Agenda
Agenda • Welcome Address • Business Reports • Q&A 4
Slide 5: Business Reports
WISS Business Reports
Slide 6: Quarterly Revenue
Quarterly Revenue Q2 2026 Revenue：NT$20.83 billion, up 12.3% QoQ and 22.6% YoY, a record quarterly high. 6
Slide 7: Q2: Consolidated Income Statement
Q2: Consolidated Income Statement Quarter 2Q 26 1Q 26 2Q 25 QoQ YoY Operating Revenue 20,825,411 18,536,692 16,986,850 12.3% 22.6% Gross Profit 2,810,957 2,517,610 1,988,672 11.7% 41.3% Net Operating Income 1,483,646 1,430,469 1,018,347 3.7% 45.7% Pre-tax Profit 2,041,782 1,720,554 1,233,137 18.7% 6
Slide 8: H1: Consolidated Income Statement
H1: Consolidated Income Statement Quarter 1H26 1H 25 YoY Operating Revenue 39,362,103 32,746,311 20.2% Gross Profit 5,328,567 4,096,304 30.1% Operating Income 2,914,115 2,153,960 35.3% Pre-tax Income 3,762,336 2,502,298 50.4% Net Profit Attributable to Shareholders of the Parent 2,858,045 1,853,866
Slide 9: Earnings Per Share (by Quarter)
Earnings Per Share (by Quarter) EPS 9 8 7.92 6.86 7 6.36 5.75 6 5.41 4.96 4.92 4.93 4.84 4.91 4.78 5 4.25 4.07 4.11 3.63 3.69 4 3.38 3.26 3.48 3.36 2.99 2.87 3.02 3.11 3 2.51 2.5 2 1 0 2026 Q2 EPS：NT$7.92, up 15.5% QoQ and 65.7% YoY, a record quarterly high. 9
Slide 10: Profitability Ratios
Profitability Ratios Profitability 16 14 12 10 8 6 4 2 0 Unit：% 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Q2 毛利率 Gross Margin 12.9 12.35 11.79 12.36 11.9 12.22 12.32 13 13.55 12.8 13.5 營業費用率 Operating Expense Ratio 6.88 7.25 6.52 6.54 6.2 6.24 6.22 6.51 6.63 6.2 6.37 營業利益率 Operating Pro
Slide 11: Executive Summary
Executive Summary 2026 Q2 Revenue, Operating Income, Net Profit Attributable to Shareholders of the Parent Company, and EPS Set All Time High ◆ Revenue : NT$20.83 billion, up 12.3% QoQ and 22.6% YoY, a record quarterly high. ◆ Operating Income : NT$1.48 billion, up 3.7% QoQ and 45.7% YoY, a record q
Slide 12: Product Revenue Analysis and Breakdown
Product Revenue Analysis and Breakdown Engineering & Energy 9% Electronic Product Sales Amount Percentage Materials4% Category (NT$ thousands) (%) Semiconductor 33,752,983 85.8 Others 1% Engineering & Semiconductor Energy 3,634,906 9.2 86% Electronic Materials 1,544,387 3.9 Others 429,827 1.1 Total
Slide 13: Q1 and Q2 2026 Product Revenue Analysis and Breakdown
2026 Q1 Product Revenue 2026 Q2 Product Revenue Analysis and Breakdown Analysis and Breakdown Engineering and Energy 10% Engineering and Energy Semiconductor Electronic Materials 4% 9% 87% Semiconductor Electronic Materials 3% Others 1% 85% Others 1% Product Sales Amount Percentage Product Sales Amo
Slide 14: Semiconductor Process Materials: Supply Chain Importance Ranking and Strategic Analysis
Semiconductor Process Materials: Supply Chain Importance Ranking and Strategic Analysis ▍Comprehensive Ranking and Evaluation of Core Materials Technical Market Rank Process Materials Importance Barriers Potential 1 光阻 (Photoresist) ★★★★★ ★★★★★ ★★★★★ 2 矽晶圓 (Silicon Wafer) ★★★★★ ★★★★★ ★★★★★ 3 光罩 (Mas
Slide 15: Service Location
Service Location 2026.Q3. SHUNKAWA Fukuoka Office 2026.Q3. TOPCO SCIENTIFIC Germany GmbH 2026.7. TOPSCIENCE INDIA PRIVATE LIMITED Established 2026.1. TOPSCIENCE (THAILAND) CO., LTD. Established ▌Southeast Asia ▌East Asia ▌America Singapore Taiwan Taipei‧Hsinchu‧Taichung‧Tainan‧ Japan Tokyo·Kumamoto
Slide 16: Recent Key Events
Recent Key Events 2026.07. Invested in TOPSCIENCE INDIA PRIVATE LIMITED 2026.06. Invested in EASTERN RAINBOW GREEN ENERGY ENVIRONMENTAL Technology Co., Ltd 2026.05. Partnered with 12 Leading Suppliers at SEMICON SEA 2026. 2026.01. TOPSCIENCE (THAILAND) CO., LTD. was Established. 2025.12. Partnered w
Slide 17: Partnering with Global Unichip to Build Taiwan's First Low-Carbon Data Center
Partnering with Global Unichip to Build Taiwan’s First Low-Carbon Data Center ◆ Deployment of Bloom Energy SOFC System: Partnered with Global Unichip to deploy a 2.6 MW Bloom Energy solid oxide fuel cell (SOFC) power generation system. ◆ Rapid Construction: Deployment completed in just 3 to 6 months
Slide 18: SEMICON SEA 2026
SEMICON SEA 2026 May 5-7, 2026 Supply Partners ◆Semiconductor optical inspection equipment provider- V5 TECHNOLOGIES ◆Nanometer-Scale monitoring equipment provider-TRICORNTECH ◆Automation equipment manufacturer- SYUHE PRECISION ◆Global leader in wafer carrier - SHIN-ETSU POLYMER ◆Chemical filter man
Slide 19: 2026 EXPO
2026 EXPO SEMICON SEMICON SEMICON CHINA SEA TAIWAN March 25-27, 2026 May 5-7, 2026 Sep 2-4, 2026 #7223, SNIEC, #2207, Hall 8, Level 2, #I2700, Level 1, Shanghai, China MITEC, Kuala Lumpur, Hall 1, TaiNEX, Malaysia Taipei, Taiwan SEMICON SEMICON SEMICON WEST EUROPA JAPAN Oct 13–15, 2026 Nov 10–13, 20
Slide 20: SEMICON Taiwan 2026
SEMICON Taiwan 2026 SEP 2-4, 2026 #I2700, Level 1, Hall 1, TaiNEX 20
Slide 21: Automation Taipei 2026
Automation Taipei 2026 AUG 19-22, 2026 R1028, Level 4, Hall 2, TaiNEX ◆Ultra-Miniature Optical ◆Ultra-Thin iToF 3D Sensing ◆Depth Sensing and Facial Tactile Sensor Leveraging advanced Recognition Immune to electromagnetic nanoimprint and Metalens Using an infrared camera and interference, the sensor
Slide 22: 2026 SDG ASIA
2026 SDG ASIA AUG 27-29, 2026 Hall 1, TaiNEX ◆ Whole-Fish Utilization Innovative technologies extract nutrients from different parts of sea bass, advancing responsible consumption and production and promoting good health and well-being ◆ Responsible Supermarket Retail channels support smallholder-fr
Slide 23: Accomplishments
Accomplishments ◆ CommonWealth Magazine’s 2026 “Top 2000 Survey”：No. 11 in “ICT and IC Distribution Industry,” No. 30 in “Most Profitable Companies in the Service Industry,” and No. 34 in “Taiwan Top Service Enterprises” ◆ Awarded the 2026 Harvard Business Review “Taiwan Top 100 Best-Performing Busi
Slide 24: Group Vision
Group Vision Hi-Tech ◆ Growing demand for AI and HPC, along with recovery in consumer electronics market, is driving advanced process requirements in wafer foundries and expanding CoWoS capacity—set to further boost the semiconductor market. ◆ In response to the global supply chain diversification,
Slide 25: Thank You
WIss Thank You