Fukuta Electric & Machinery Co. Ltd. · TWSE:4590

Fukuta Electric & Machinery — Investor Conference, Caesar Park Hotel Banqiao 2024

27 slides from Fukuta Electric & Machinery's conference presentation, Nov 4, 2024

  1. Slide 1: Invest Conference

    股票代號：４５９０ Invest Conference -1-

  2. Slide 2: Disclaimer

    股票代號：４５９０ Disclaimer • Except for past information, the matters listed in this presentation are forward-looking statements that may be affected by significant risks and uncertainties and may cause actual results to differ. • If there is any outlook for the future in this presentation, it reflects th

  3. Slide 3: Catalogue

    股票代號：４５９０ Catalogue 01 Company Profile 02 Operations Strategy 03 Operations Performance 04 Future Development -3-

  4. Slide 4: Catalogue

    股票代號：４５９０ Catalogue 01 Company Profile 02 Operations Strategy 03 Operations Performance 04 Future Development -4-

  5. Slide 5: Company Profile

    股票代號：４５９０ Company Profile FUKUTA MOTOR Founded：Apr. 1988 President：Mr. Gordon Chang Capital：NT$510,000,000 Employee：460 approx. Philosophy ：「Innovation、Sincerity、Credibility」 HQ： Hsinchu Science Part Tongluo Area No. 6, Tongke 6th Rd., Tongluo Township, Miaoli County 366 , Taiwan Main Businesses：Ind

  6. Slide 6: Management Team

    股票代號：４５９０ Founder: Gordon Chang Chairman & GM Management CFO Financial IT QC QC&RD VP -6- Project Management Management Team General Manager R&D Chairman & Manufacture 2 nd production MFG VP tech Automation Manufacture 1 st PROV PV Procurement Marketing

  7. Slide 7: Plants and Offices

    股票代號：４５９０ Plants and Offices ⚫ Northern Office Fong-Jhou • Induction motor line • Inverter motor lin • Area： 11,789 m2 • Max Capacity: 10,000 unit/m HQ / Tong-Luo • Lamination stamping • HEV motor line ⚫ • EV motor line Southern Office • Comprehensive test lab Fong-Gong • Inverter line • Servo motor

  8. Slide 8: Milestone

    股票代號：４５９０ Milestone 2006 Invested Spindle Motor 2014 Fong-Gong Plant Estimated 2024 Small motor Dept team-up 「 Others don’t do, but Fukuta does 」 2005 Signed contracts with T and 2013 Award of Best supplier from 2023 M powertrain SOP JP wind power customers T 2004 13th Taiwan Excellence 2013 PMSM SO

  9. Slide 9: Catalogue

    股票代號：４５９０ Catalogue 01 Company Profile 02 Operations Strategy 03 Operations Performance 04 Future Development -9-

  10. Slide 10: Applications

    股票代號：４５９０ Applications Industrial Small Motor Powertrain -10-

  11. Slide 11: Industrial Application

    股票代號：４５９０ Industrial Application Induction Motor Inverter Motor (0.2 – 220kW) (0.2 – 220kW) Servo Motor PMSM (0.75 – 1100kW) (1 – 90kW) -11-

  12. Slide 12: EV Product

    股票代號：４５９０ EV Product ◆ Supply scope: components (lamination, stator & rotor, etc.), modules (single motor, single inverter, etc.), and systems (2in1, 3in1, etc.) ◆ Technical features: high safety, high reliability, high integration, high power density System Multi- in-one 2-in-1 X-in-1 Module Single

  13. Slide 13: R&D Capability

    股票代號：４５９０ R&D Capability 電磁 機構 NVH 超高功率密度 超高轉速結構 高效冷卻油冷系統 -17-

  14. Slide 14: R&D Achievements

    股票代號：４５９０ R&D Achievements 800V Hairpin Stator High RPM Carbon Fibre Rotor -19-

  15. Slide 15: R&D Achievements

    股票代號：４５９０ R&D Achievements α-phase 400V INV β-phase 400V INV New 800V INV Sample Function Design Validation SOP 2022 2023 2024 2025 R&D achievement Achievement for inverter for inverter of 2in1 Fukuta inverter design of Xin1 with carmakers -20-

  16. Slide 16: R&D Achievements

    股票代號：４５９０ R&D Achievements Dyno tester with 3 axles dyno tester weathering simulation Motor Efficiency: 98% Composite Efficiency: 94% (Motor+Inverter+Gearbox) -22-

  17. Slide 17: Stamping Capability

    股票代號：４５９０ Stamping Capability Lamination Stamping -23-

  18. Slide 18: Production Capability

    股票代號：４５９０ Production Capability Stator assemble line Rotor assemble line -24-

  19. Slide 19: Production Capability

    股票代號：４５９０ Production Capability Powertrain assemble line -25-

  20. Slide 20: Catalogue

    股票代號：４５９０ Catalogue 01 Company Profile 02 Operations Strategy 03 Operations Performance 04 Future Development -26-

  21. Slide 21: Turnover / Income

    股票代號：４５９０ Turnover / Income 3,500,000 3,000,000 2,500,000 Unit：1000 NTD 2,000,000 1,500,000 1,000,000 500,000 - 2019 2020 2021 2022 2023 2024Q2 營收(K) 931,089 948,989 1,695,740 1,974,879 2,863,457 1,304,928 EPS 1.35 0.65 1.92 0.58 (3.75) 1.97 -27-

  22. Slide 22: Application %

    股票代號：４５９０ Application % 2019 2023 2024 Q2 17% 21% 47% 53% 83% 79% 電動載具 工業設備 -28-

  23. Slide 23: Catalogue

    股票代號：４５９０ Catalogue 01 Company Profile 02 Operations Strategy 03 Operations Performance 04 Future Development -29-

  24. Slide 24: Sustainable Management

    股票代號：４５９０ Sustainable Management IE4 IE4 Induction motor Series Source: 經濟部2050淨零排放(https://go-moea.tw/#gsc.tab=0) IE5 IE5 PCVF Series -30-

  25. Slide 25: Sustained Growth

    股票代號：４５９０ Sustained Growth According to a professional research institutions, the EV market will have a compound growth rate more than 18% by 2030. Source: Morgan Stanley Research estimates,2024/09 -31-

  26. Slide 26: New Market Promote

    股票代號：４５９０ New Market Promote Mulit-directions：Aero, Military, Commercial, Energy and Robot -32-

  27. Slide 27: FUKUTA

    ARSE: 4590 =i FUKUTA

Fukuta Electric & Machinery — Investor Conference, Caesar Park Hotel Banqiao 2024 on 6ix