Eternal Materials Co., Ltd. · TWSE:1717
Eternal Materials — Investor conference hosted by President Securities Corp. 2026
40 slides from Eternal Materials's conference presentation, Mar 19, 2026
Slide 1: Eternal Materials
ETERNAL MATERIALS Elements of Infinite Possibilities
Slide 2: Safe Harbor Notice
Safe Harbor Notice • This presentation may contain forward-looking statements subject to significant risks and uncertainties. Actual results may differ materially from those contained in the forward-looking statements. • The forward-looking statements in this release reflect the current belief of Et
Slide 3: 2025 Fourth Quarter Operating Result & Unsaturated Polyester Resins Division
2025 Fourth Quarter Operating Result & Unsaturated Polyester Resins Division： Innovation and Cross-Domain Applications of Eternal High-Performance Thermoplastic Composites Presenter : Director, Chuanneng Lee (Unsaturated Polyester Resins Division) B.C.Liu (spokesperson) Date : 2026/03/19
Slide 4: Agenda
Agenda 1. Profile 2. 2025 Fourth Quarter Operating Result 3. Introduction to Composite Materials 4. Advantages and Innovative Applications of High-Performance Materials 5. Market Size and Trends 6. Eternal High-Performance Thermoplastic Composites : Product Advantages, Track Record, and Solutions 7.
Slide 5: Profile
Profile
Slide 6: Profile
Profile Chairman Allen K. L. Kao Core Business Manufacturing, processing and sales Overall Sales Founding Employees Revenue Taiwan 5 China 13 1964 4,924 USD $ 1,305 Production Sites million USA 1 24 Thailand 1 Headcounts of Researcher R&D expenditures Notes 1 : Number of Employees on Japan 2 Dec 31,
Slide 7: Development Milestones
Development Milestones Resins UV LED Equipment SYNTHETIC RESINS MONOMER OPTICAL FILM VACUUM LAMINATOR COATING ADHESIVE OLIGOMER Wet CHEMICAL for PCB/ICS UNSATURATED POLYESTER UV COATING 1985 2000 2008 2016 1964 1989 2004 2013 2020+ PCB IC New Materials Biomaterials CCL EMC MATERIALS for SOLAR IN VIT
Slide 8: Global Production Sites
Global Production Sites Central North Japan (2) USA (1) China(1) China (1) Kodama Virginia Aichi Hubei Tianjin Southwest Taiwan (5) Italy (1) China (1) Kaohsiung(3) Milan Chongqing Pingtung New Taipei Global Production Sites 24 Resins Materials Business Group 8 Thailand (1) H
Slide 9: Global Service Network
Global Service Network Central China(3) North Korea(1) USA(1) Changsha China(2) Suwon Virginia Tianijn Wuhan Hubei Japan(2) Italy (1) Southwest Yokohama Milan China(2) Chengdu(1) India(1) Chong qing(1) Taiwan (4) Kaohsiung(1) Mumbai Chungli(2) New Taipei(1) Thailand(1)
Slide 10: 2025 Product Lines Sales Ratio
2025 Product Lines Sales Ratio Electronic Materials 25.75% Resins Materials 48.22% Dry Film Photoresist Dry Film Solder Mask Alkyd Resin、Solvent-Based Acrylic Coating Resin UV INK Water-Based Acrylic Coating Dry Film Photosensitive Polyimide Resin Liquid Polyimide Material Acrylic Re
Slide 11: 2025 Fourth Quarter Operating Result
2025 Fourth Quarter Operating Result
Slide 12: Financial Information-Balance Sheets & Key Indices
Financial Information-Balance Sheets & Key Indices 2025 2024 2023 Unit：TWD Millions Amount % Amount % Amount % Cash and cash equivalents 6,900 11 8,370 13 7,624 13 and current financial assets Accounts receivable 14,060 23 15,447 25 15,213 26 Inventories 8,184 14 8,533 14 8,479 14 Financial assets 3
Slide 13: Financial Information-Statements of Comprehensive Income
Financial Information-Statements of Comprehensive Income 2025 2024 2023 Unit：TWD Millions Amount % Amount % Amount % Operating Revenue 40,685 100 44,191 100 42,452 100 Gross profit 8,368 21 8,824 20 8,147 19 Operating expenses (6,677) (16) (6,655) (15) (6,232) (15) Operating Income 1,692 4 2,170 5 1
Slide 14: Financial Information-Cash Flow Statements
Financial Information-Cash Flow Statements 2025 2024 2023 Unit：TWD Millions Amount Amount Amount Cash and cash equivalents at the beginning of the year 7,103 6,382 5,451 Cash flows from operating activities 4,265 4,612 6,514 Acquisition of property, plant and equipment (3,110) (3,587) (3,149) Increa
Slide 15: Sales Revenues & Gross Profits
Sales Revenues & Gross Profits Unit：TWD Millions Sales 4Q25 y/y q/q 營收 4Q24 1Q25 2Q25 3Q25 4Q25 Sales 11,267 10,061 10,405 10,096 10,123 Sales -10.2% +0.3% GP 毛利 Gross 4Q24 1Q25 2Q25 3Q25 4Q25 -2.8% +8.2% Profits GP 2,216 2,054 2,168 1,991 2,155 GPM 19.7% 20.4% 20.80% 19.7% 21.3% 15
Slide 16: Performance by Segment
Performance by Segment Sales % TWD Millions 4Q Sales 4Q Operating Profits Others High Performance Materials Electronic Materials y/y q/q y/y q/q Resin Materials 1% 1% 1% 1% 26% 25% 25% 26% Resin Materials 4,709 -13% -5% 143 +8% -11% 26% 25% 25% 27% Electronic 2,754 -2% +10% 283 +52% +78% Materials 4
Slide 17: Composite Materials Agenda
Introduction to Composite Materials Advantages and Innovative Applications of High-Performance Materials Market Size and Trends Eternal High-Performance Thermoplastic Composites: Product Advantages, Track Record, and Solutions Future Outlook Presenter : Director, Chuanneng Lee (Unsaturated
Slide 18: Introduction to Composite Materials
Introduction to Composite Materials
Slide 19: Classification of Composite Materials
Classification of Composite Materials Composite Materials Matrix Reinforcement Polymer Metal Ceramic Morphology Material Type Thermoset Thermoplastic Discontinuous Continuous PP Short Long Unsaturated Particles Cross UD PA Fiber Fiber Glass Fiber, Polyester Resin, PC Carbon Fiber, Vinyl Ester Resin,
Slide 20: Comparison of Specific Tensile Strength and Modulus
Comparison of Specific Tensile Strength and Modulus High-Strength CF/ Epoxy Composite Specific Tensile Modulus (108 cm) High-Modulus CF/ Epoxy Composite Both thermoset and Glass Fiber / Kevlar Fiber / thermoplastic Epoxy Composite Epoxy Composite composites offer： Boron Fiber / Epoxy Composite Bor
Slide 21: Development History of the Composite Materials Industry
Development History of the Composite Materials Industry Thermoset Thermoplastic Composites High Strength Lightweight Ease of Processing Rapid Molding Recyclable & Reusable Composites Source: Industrial Materials Magazine, Issue 408; Compiled by Professor Shen Ming-Yuan (2020/12) 21
Slide 22: Advantages and Innovative Applications of High-Performance Materials
Advantages and Innovative Applications of High-Performance Materials
Slide 23: Advantages and Characteristics of Composite Materials
Advantages and Characteristics of Composite Materials TS vs. TP Matrix Heat Curing (Chemical Reaction) Demolding layup 60-120 min Properties Thermosets Thermoplastics TS Material Molding Time Total Molding Time > 120 min (Prepreg) Viscosity ★★★ ★ Shelf Life : 3-6 months (Cold Storage) Chemical Resis
Slide 24: Advantages of TP Composites
熱塑複材材料優勢與特性(續) Advantages of TP Composites Fiber Length Impact Length affects processability and performance Optimizing performance by selecting specific composite products for varied structural and functional requirements Applications by Dimension SFT (Short Fiber) Delicate/complex produc
Slide 25: Thermoplastic Composites – Industry Applications
Thermoplastic Composites – Industry Applications Material Forms：S/LFT (Injection Pellets) | UD Tape | Reinforced Thermoplastic Laminates | 3D Printing Filaments Value Proposition：Fast (Shorter Cycles) | Light (Lower Weight) | Strong (Higher Performance) | Green (Recyclable) Wind Power / Energy E
Slide 26: Innovative Applications of TP Composites in Drones
Innovative Applications of TP Composites in Drones Market Drivers : Scaled penetration in both defense and commercial sectors, expansion of application scenarios (aerial imaging, urban air mobility), technological advancement and cost reduction, and maturing policies and infrastructure encouraging
Slide 27: Innovative Applications of Thermoplastic Composites in eVTOL
Innovative Applications of Thermoplastic Composites in eVTOL Market Drivers • Expanding application scenarios, including future urban air mobility, emergency medical services & transport, firefighting & rescue • Technological advancements driving industry growth (battery and AI technologies, elect
Slide 28: Innovative Applications of TP Composites in Humanoid Robots
Innovative Applications of TP Composites in Humanoid Robots Market Drivers : Industrial and logistics applications to enhance workforce deployment；Commercial service applications (human–robot interaction)；Healthcare and nursing；Policy support Chest Cavity, Internal Supports / Face Shield / Cover H
Slide 29: Innovative Applications of TP Composites in Bicycles
Innovative Applications of TP Composites in Bicycles Market Drivers • Superior Material Physical Properties (Impact Resistance, Vibration Damping & Comfort, Lightweighting) • Growing demand for sustainability and green recyclability • Improved production efficiency Global Bicycle Market Size Handl
Slide 30: Market Size and Trends
Market Size and Trends
Slide 31: Thermoplastic Composites Market Size & Trends (2025–2030)
Thermoplastic Composites Market Size & Trends (2025–2030) Global LFT Market Share Estimates (USD Billion) 8 Global Composites / Thermoplastic Composites Market Size [2025-2030] (USD Billion) CAGR~9.5% 6.5 6 4 140 140 4 120 2 100 96 87 0 80 2025 2030 59 60 Global UD Market Share Estimates 40 0.4 (USD
Slide 32: Eternal High-Performance Thermoplastic Composites: Product Advantages, Track Record, and Solutions
Eternal High-Performance Thermoplastic Composites : Product Advantages, Track Record, and Solutions
Slide 33: Thermoplastic Composites Value Chain – Eternal's Role
Thermoplastic Composites Value Chain – Eternal’s Role Eternal Materials Raw Material Manufacturing Material Manufacturing Product Manufacturing Carbon Fiber / Glass Fiber Compounding / SLFT / TPUD Bicycle Components Products Fiber Sizing / Surface Treatment Composite Interface Aerospace
Slide 34: Eternal Thermoplastic Composites – ETERPLAST® Products
Eternal Thermoplastic Composites – ETERPLAST® Products ETERPLAST® thermoplastic composites are ETERPLAST® Series Products engineered materials based on TP resins 90 oC 180 oC 270 oC reinforced with short fibers, long fibers, or HDT continuous fibers, designed to meet diverse TP epoxy Low Densi
Slide 35: ETERPLAST® Product Portfolio, Product Reference and Industry-Academia Collaborative Cases
Eternal TP Composites：ETERPLAST® Product Portfolio, Product Reference and Industry-Academia Collaborative Cases Application Industry Status ETERPLAST® • Long production lead times • High-rigidity SLFT Drone for TS materials • Rapid production • PA66/PPA SLFT Propellers • TP materials lack the streng
Slide 36: Product Advantages of ETERPLAST®
Product Advantages of ETERPLAST® High-Impregnation Carbon Fiber LFT Ultra-Thin High-Impregnation UD Powder Impregnation Process Tension-assisted air spreading + powder Resin Content (RC) can reach ≤ 50%, while maintaining impregnation process high impregnation between resin and fibers Resin
Slide 37: Eternal Thermoplastic Composites – ETERPLAST® Solutions
Eternal Thermoplastic Composites _ ETERPLAST® Solutions • Fiber Materials • Formulated Plastics • Compounding Formula (Composites) CUSTOMER • Prepreg Materials (Composites) Technology Recycling SERVICE • Solutions (Applications) • Requirement Certification (Design) Equipment • Injection Molding Mach
Slide 38: Future Outlook
Future Outlook
Slide 39: Future Outlook
Future Outlook Key Growth Drivers Capacity New R&D Continuous Expansion Units Product Qualification Pioneering Plastics, Powered by eternal 39
Slide 40: . b> RANK
. b> RANK ETERNAL pe MATERIALS Ste Elements of Infinite Possibilities
Eternal Materials — Investor conference hosted by President Securities Corp. 2026 on 6ix