Fortune Electric Co., Ltd. · TWSE:1519

Fortune Electric — Investor Presentation (December 2022)

30 slides from Fortune Electric's investor presentation, Dec 5, 2022

  1. Slide 1: Fortune Electric Co., Ltd.

    Fortune Electric Co., Ltd. TWSE Code：1519 2022/12/5

  2. Slide 2: Safe Harbor Notice

    Safe Harbor Notice This Presentation contains certain forward-looking statements that are based on current expectation and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. Except as requi

  3. Slide 3: Basic company information (1/2)

    1. Basic company information(1/2) 1 Type of Business/Electrical 6 OTC Listing Status/ Listed 2 Establishment/1969.08.26 7 Listing Date/1997.04.16 3 Chairman/ Pedro Hsu 8 Capital/ 2.61Billion President/Ted Hsu 9 4 Employees/Global 1,000 5 CEO/ Ithen Hsu Product Categories FORTUNE ELECTRIC 3

  4. Slide 4: Basic company information (2/2)

    1. Basic company information(2/2) 1969 1980 1994 19 1999 2003 2015 FE established Taichung Harbor Free Trade Transformer Completion of Zone Production of Factory at Tu-Chen Completion of Plant Wuhan Plant for >500kV Extra Large Moved Plant to Completion of Dist., New Taipei III for production of Tra

  5. Slide 5: Company Overview - Chung-Li Factory (1/4)

    2. Company Overview-Chung-Li Factory(1/4) Oil type amorphous Pole-mount Pad-mount metal core distribution transformer transformer transformer FORTUNE ELECTRIC 5

  6. Slide 6: Company Overview - Guanyin II Factory (2/4)

    2. Company Overview-Guanyin II Factory(2/4) In 2011, a 500kV class (1,300kV BIL), 400kV The only domestic manufacturer 200MVA power transformer that suitable for ambient temperature of -50°C operation was passed KEMA 230kV 240MVA delivered to a US utility. short circuit test as of 2012. FORTUNE ELEC

  7. Slide 7: Company Overview - Guanyin III Factory (3/4)

    2. Company Overview-Guanyin III Factory(3/4) Matsu Power Plant was 24kV GIS PV BOX completed & energized with an expedited lead time FORTUNE ELECTRIC 7

  8. Slide 8: Company Overview - Taichung Factory (4/4)

    2. Company Overview-Taichung Factory(4/4) 【In April 2019, 100% equity of Fortune Electric Extra High Voltage Co., Ltd. was acquired from the joint venture with Hitachi.】 The only domestic transformer manufacturer with 500kV class capability & the largest power transformer shop in Southeast Asia In A

  9. Slide 9: The Most Completed Product Line

    3. The Most Completed Product Line Step-up 345kV~500kV 1 power transformers Substation type 161kV power 2 transformers Substation type 69kV power 3 transformers 4 Distribution pole/pad transformers Transformers for industrial 5 applications System pre-planning, 6 replacement & specification requirem

  10. Slide 10: Renewable Energy - Offshore Wind Farm Power System

    4. Renewable Energy - Offshore Wind Farm Power System 1 2 3 4 FORTUNE ELECTRIC 10

  11. Slide 11: Operating Revenue & Profit

    5. Operating Revenue & Profit FORTUNE ELECTRIC 11

  12. Slide 12: Percentage of Products for 2021 and 2022/1~10

    6. Percentage of Products for 2021 and 2022/1~10 2021 2022/1~10 Others: including transformer installation / maintenance works, sale of materials / spare parts, et FORTUNE ELECTRIC 12

  13. Slide 13: Consolidated Simplified Financial Overview for Q3 2022

    7. Consolidated Simplified Financial Overview for Q3 2022 Fortune Electric Co., Ltd. and Subsidiaries Consolidated Financial Simple Highlights Unit：NTD in Thousands 2022Q3 2021Q3 Item Amount % Amount % Property, plant and equipment 1,969,607 17% 1,996,086 20% TOTAL Assets 11,667,866 100% 10,206,454

  14. Slide 14: Export leader of heavy electricity (1/4)

    8. Export leader of heavy electricity(1/4) Fortune electric exported large capacity of Power transformer to support US$2.3T infrastructure plan of United State. American Northwest Coast 700MVA AEP 525kV large power transformer Super large power transformer FORTUNE ELECTRIC 14

  15. Slide 15: Export leader of heavy electricity (2/4)

    8. Export leader of heavy electricity(2/4) Special land transportation for 345kV 700MVA in USA Overcome transportation challenges. Railway transportation for 3sets of345kV 700MVA、232kV 510MVA、232kV 224MVA. FORTUNE ELECTRIC 15

  16. Slide 16: Export leader of heavy electricity (3/4)

    8. Export leader of heavy electricity(3/4) 232kV 510MVA，6 units For Japan Power company 525kV arrived at this site 216.7MVA For Southeast Asian Thermal Power Plants For Japan Solar 8 units arrived at this site Power Plant Continue to deliver nearly 77 units of power transformers in 2022, including 5

  17. Slide 17: Export leader of heavy electricity (4/4)

    8. Export leader of heavy electricity(4/4) 4 units arrived Several units in the factory are testing For U.S.A. Power company at this site For Taiwan Power For Solar Plants Company FORTUNE ELECTRIC 17

  18. Slide 18: Wind Farm References

    9. Wind Farm References NO.1 Formosa 2 Offshore Wind Power In-land Substation Turnkey Project (376MW) NO.2 TPC Offshore Phase I (Design, Fabrication and Module Assembly of in- tower Transformer) NO.3 Changhua Offshore Wind Farm(Fabrication and Delivery of Power Transformer, Distribution Panel) NO.4

  19. Slide 19: Energy Storage Model Demonstration Site (1/2)

    10. Energy Storage Model Demonstration Site(1/2) In 2018, In November 2019, In November 2019, completed the construction of completed the construction of completed the construction of model demonstration site for energy Lungjing Energy Storage Model Rooftop Energy Storage Solar Power storage, wind t

  20. Slide 20: Energy Storage Model Demonstration Site (2/2)

    10. Energy Storage Model Demonstration Site(2/2) 【FE ESS-2MW/2MWh Battery energy storage system demonstration field】 FORTUNE ELECTRIC 20

  21. Slide 21: Digital transformation, building a smart factory (1/2)

    11. Digital transformation, building a smart factory(1/2) Won the Smart Manufacturing Digital Transformation Tripod Award of HBR 智慧能源資訊中心 去年產品類別比率 *新台幣(千) Intelligent quotation Product Design 同期總收益比較 *新台幣(千) 電機部門 改良桿型 Optimization 其他 data center deep learning 目標收益 估計收益 Key Materials and Purchasing D

  22. Slide 22: Digital transformation - cross-organization and supply chain

    11. Digital transformation - cross-organization and supply chain information flow integration  Integrate the information of different-organization -Exchange production and quality data through API and QR Code.  Tracking the status of material  Integrate the inspection data of pre-process Integrat

  23. Slide 23: Patent and Awards

    12. Patent and Awards  Design D220386 Self dehumidification device Design D220387  Self dehumidification device  Model M628659 TTU Outdoor Box Model M628220  Gas Drying Device EValue “Smart EV AC charger ” awarded 2023 Taiwan excellence silver award. FORTUNE ELECTRIC 23

  24. Slide 24: Containerized Energy Storage Substations

    13. Containerized Energy Storage Substations 【FE ESS-2MW/2MWh Battery energy storage system demonstration field】 FE and ITRI Co-development Energy Storage System(ESS), Customized Battery storage cabinet energy storage system and construction, Integrated monitoring system improves maintenance and ope

  25. Slide 25: New Energy Eng. & Construction Division

    14. New Energy Eng. & Construction Division Electrical & Mechanical Construction in Process Construction • Administration Building and Parking Lot Construction (Public/Private) Project of Yangmei District Office, Taoyuan City MRT AC/DC Power Construction in Process • Replacement of AC/DC System Co

  26. Slide 26: Electric Vehicle Charging Solutions

    15. Electric Vehicle Charging Solutions Vehicle Service Center Charging Equipment DC Charger  Service to the brands from Germany, Japan, Korea,  30kW~120kW DC Chargers America, France, and Taiwan, and as one part of  180kW~480kW DC Chargers supply chain in Taiwan EV market.  Provide charging sol

  27. Slide 27: Charging Operation Modes

    16. Charging Operation Modes • EVALUE combines the two major charging operation modes of Easy Card and APP to create a dual- charging operation mode. EVALUE’s Dual-Charging mode

  28. Slide 28: Vehicle Charging Map (DC stations)

    17. Vehicle Charging Map (DC stations) Décor House 60kW EVALUE NH Charging Station 480kW/ MB_Binjiang TL T T 30kW MB_NH CMI 7-ELEVEN JiangYuan Store 120kW Y TOYOTA_Zhongli Station LEXUS_Taoyuan station P S.K Nangang Software Park 30kW TOYOTA_NH Station MB_Taoyuan CMI MB_Zhongli LL Taipei 101 60kWx2

  29. Slide 29: Vehicle Charging Map (AC stations)

    18. Vehicle Charging Map (AC stations) JC Park CHANG GUNG GOLF CLUB EVALUE T Longtan Science Park Aspire Resort T TSANN KUEN TRANS-NATION Jianguo Elevated Rd x5 Y CGHDPT P GROUP The Okura Prestige Décor House 101 Shop Nangang Software Park CHECK Japan-Taiwan Exchange Biomedical Science Park Associat

  30. Slide 30: Thank You for Your Attention.

    Thank You for Your Attention. FORTUNE ELECTRIC 30

Fortune Electric — Investor Presentation (December 2022) on 6ix