Finemat Applied Materials Co., Ltd. · TWSE:6698
Finemat Applied Materials — Q3 2022 Earnings Presentation
9 slides from Finemat Applied Materials's earnings presentation, Nov 10, 2022
Slide 1: Finemat Applied Materials 2022 Investor Conference
Security Code： Finemat Applied Materials Co., Ltd 2022 INVESTOR CONFERENCE 2022.11.10. 1
Slide 2: Disclaimer
Disclaimer This presentation may contain forward-looking statements based on current assumptions and forecasts made by FineMat management. Various known and unknown risks, uncertainties and other factors could lead to material differences between the actual future results, financial situation, devel
Slide 3: Consolidated revenue
Consolidated revenue NT$ thousand 2022Consolidated revenue 135,714 134,931 109,329 111,281 104,223 94,578 91,363 84,781 80,114 Revenue 74,216 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 3
Slide 4: Product distribution
Product distribution Product distribution 45.00% 40% 39% 39% 40.00% 37% 35.00% 31% 29% 29% 30.00% 25.00% 20.00% 18% 15% 15.00% 13% 12% 12% 11% 10% 9% 9% 10.00% 8% 7% 6% 5% 5% 5% 4% 5.00% 3% 1% 1% 1% 1% 0.00% 2021Q4 2022Q1 2022Q2 2022Q3 Metal Mask-G6 Metal Mask-G5.5 Metal Mask-other Recycle and Clean
Slide 5: Income Statement 2022Q3 vs.2021Q3
Income Statement 2022Q3 vs.2021Q3 Item 2022.01-09 2021.01-09 Metal Mask 405,363 225,082 Recycle and Clean 99,227 75,954 Vapor Chamber 74,580 0 Semiconductor Parts 294,867 245,250 Others 11,562 15,068 Sales revenue 885,599 561,354 Cost of goods sold (664,894) (383,743) Gross Profit 220,705 177,611 Gr
Slide 6: Consolidated balance sheet 2022.09.30.
Consolidated balance sheet 2022.09.30. Item 2022/09/30 2021/09/30 Item 2022/09/30 2021/09/30 Current Assets 1,260,023 970,406 Current Liabilities 874,602 464,947 Cash and Cash Equivalents 524,868 483,365 Short-Term Borrowings 442,963 103,550 Accounts Receivable 268,988 164,184 Contracts Liabilities
Slide 7: Future Prospect
Future Prospect The momentum of Chinese OLED panel manufacturers has gradually increased, and the localization trend of OLED panels has gradually increased the demand for Mask. The average utilization rate of China's G6H AMOLED production line was only 33.1% in June, 38.0% in July, 43.4% in August
Slide 8: Q & A
Q & A 8
Slide 9: https://www.fine-mat.com
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Finemat Applied Materials — Q3 2022 Earnings Presentation on 6ix