Fukuta Electric & Machinery Co. Ltd. · TWSE:4590
Fukuta Electric & Machinery — Investor Conference – Taiwan Stock Exchange (TWSE), Taipei Innovation Convention Center (June 2026)
20 slides from Fukuta Electric & Machinery's conference presentation, Jun 25, 2026
Slide 1: Investor Conference
Investor Conference TWSE：4590 報告人 行銷研發 協理 朱智盟 報告日期 2026年06月25日
Slide 2: Disclaimer
Disclaimer • Except for historical information, the statements contained in this presentation may include forward-looking statements. These statements are subject to significant risks and uncertainties, and actual results may differ materially from those expressed or implied herein. • Any forward-lo
Slide 3: Agenda
Agenda 01 Corporate Overview 02 Business Performance 03 Business Development Update 04 2026 H2 Growth Drivers 05 Q&A 3
Slide 4: Company Overview
Company Overview FUKUTA Electric & Machinery Co., Ltd. Established：Apr. 11, 1988 Founder：Chin-Feng Chang Paid-in Capital：US$18.3 Million Employees：330 (as of May 31, 2026) Corporate Values：「Innovation、Passion 、Integrity」 北營業所 HQ•苗栗銅鑼廠 Headquarters： Tongluo Township, Miaoli County, Taiwan 台中豐洲廠 Busin
Slide 5: Manufacturing Facilities
Manufacturing Facilities Fong-Jhou Plant Tong-Luo Plant ◆ Induction motor assembly ◆ Lamination production ◆ Maximum production capacity: ◆ Inverter motor assembly ◆ HEV motor assembly 150,000 unit/month ◆ Occupy area: 11,789 m2 ◆ EV motor assembly ◆ Phase1 occupy area: 20,791 m2 ◆ Maximum productio
Slide 6: Corporate Milestones
Corporate Milestones 2026 TWSE Innovation Board Listed 2024 Emerging Stock 2006 Entry into High-Speed Market Listed Spindle Servo Market 2014 Fengzhou Plant Operational 2024 CPS Division 2005 Strategic Partnership Established with American automaker & 2013 Global Supplier to Tesla 2023 Japan automak
Slide 7: Leadership Team and Organization
7 Chairman & President Chin-Feng Chang Founder Administration Finance & CFO Accounting Information Technology Quality Assurance VP, R&D & Quality -5- Assurance Program Management Leadership Team R&D Chairman & CEO Production VP, Manufacturing Operations Production Technology Manufacturing VP, Supply
Slide 8: Core Businesses
Core Businesses INDUSTRIAL THE GREEN ENERGY ELECTRICAL MACHINE VEHICLE SMALL MOTOR BG 8
Slide 9: Competitive Strengths
Competitive Strengths Quality & Cost Competitiveness Supply Chain Management • High product reliability and consistent quality • Strong supplier management capability Quality & Value • Superior performance-to-cost ratio • Efficient production planning and resource allocation Certifications • Cost op
Slide 10: Revenue Mix by Product Category
Revenue Mix by Product Category FY2024 FY2025 2026 Q1 6%4% 4% 9% 4% 14% 29% 31% 16% 20% 51% 19% 23% 34% 36% Powertrain Systems Industrial Motors Powertrain Systems Industrial Motors Powertrain Systems Industrial Motors E-Mobility Service Revenue E-Mobility Service Revenue E-Mobility Service Revenue
Slide 11: Operating Performance
Operating Performance Thousands (NTD) Financial Highlights FY2024 FY2025 2026Q1 Revenue 2,199,748 1,295,528 267,545 Gross Profit 479,583 378,128 80,743 Gross Margin (%) 21.80 29.19 30.18 Profit Before Tax 172,386 167,470 81,129 EPS 2.75 2.72 1.21 11
Slide 12: Industrial Motor Business Development
Industrial Motor Business Development Induction Motor(0.2 – 220kW) Inverter Duty Motor(0.2 – 220kW) Servo Motor (0.75 – 1100kW) Synchronous Servo Motor(1 – 90kW) 12
Slide 13: Industrial Motor Business Development
Industrial Motor Business Development IE4 Expansion of High-Efficiency Product Portfolio ● Growing customer adoption of high-efficiency products ● Continuous expansion of inverter product lineup ● Integrated motor and drive solutions entering the market Enhanced System Integration Capability ● Integ
Slide 14: E-Mobility Business Development
E-Mobility Business Development ◆ Vertical Integration Capability ： From Components (Electrical Steel Laminations, Stators & Rotors) to Modules (Motors, Inverters) and Integrated Systems (2-in-1, 3-in-1 and Multi-in-1 Powertrain Solutions) ◆ Key Technology Advantages ： High Safety ， High Reliability
Slide 15: E-Mobility Business Development
E-Mobility Business Development Vehicle Programs Continue to Progress ● Stable shipment of mass-production programs ● Continued collaboration with MCF Joint Venture ● Development of next-generation HEV programs Strengthening Core Technologies ● 3-in-1 Integrated Powertrain Systems ● High-Efficiency
Slide 16: Robotics & Miniaturized Power Systems
Robotics & Miniaturized Power Systems New Business Development Progress ● Continuous optimization of joint actuator modules ● Expansion of drive platform portfolio ● Enhancement of modular product platforms ● Strategic positioning in Aerospace & Low-Altitude Economy applications Strengthening Core T
Slide 17: Joint Actuator Platform Development
Joint Actuator Platform Development V1.0 V1.5 V2.0 Concept Validation Functional Validation Mass Production Version Target Completion: Q3 2026 The Joint Actuator Platform continues to evolve toward higher torque density, enhanced reliability, and modular architecture to meet the growing demand from
Slide 18: 2026 Second Half Growth Drivers
2026 Second Half Growth Drivers Program Status Commercial Vehicle Powertrain Initial Production Ramp-up Quadruped Robot Joint Actuator Initial Production Ramp-up E-Bus Powertrain System Commercial Shipment Marine Propulsion System Commercial Shipment Industrial Motors Two-Wheel Mobility System Initi
Slide 19: FUKUTA
FUKUTA® 2H3i# HRS TUSE : 4590 ilg)
Slide 20: Thank You
FUKUTA® 2H3i# THANK YOU HRS TUSE : 4590 20