Yageo Corporation · TWSE:2327
Yageo — Investor Presentation (2025)
22 slides from Yageo's investor presentation, Jul 7, 2025
Slide 1: Corporate Overview 2025 Q1
CORPORATE OVERVIEW 2025 Q1 Copyright © 2025 YAGEO Corporation. All Rights Reserved.
Slide 2: About YAGEO Group
About YAGEO Group Built into Tomorrow Headquartered in Taipei, Taiwan, we harness our expertise to provide innovative, dependable solutions, enhancing our customers' products for a safer, more efficient, and interconnected future. 1977 35,000+ 59 $4B 16 1.1T Founded Global Production Yearly Countrie
Slide 3: Who We Are
WHO WE ARE OUR MISSION Utilize our expertise to deliver innovative, reliable solutions that elevate our customers' products, shaping a safer, more efficient, and interconnected future. OUR VISION Leverage our manufacturing scalability, comprehensive product offering, and the ingenuity of our global
Slide 4: Milestones
Milestones Journey of a world leader in electronic solutions Acquires a world leader Acquires Nexensos Listed on Taiwan Stock Acquires Philips Advanced from Heraeus Group, Components and Ferroxcube, in capacitor technologies, Exchange (TAIEX) expands portfolio and expands sensor expands footprint in
Slide 5: Your World with YAGEO Group
Your World with YAGEO Group Our products are built into your every day Copyright © 2025 YAGEO Corporation. All Reserved. Rights Reserved Copyright © 2025 YAGEO Corporation. All Rights
Slide 6: Industries We Serve
Automotive Consumer Industries We Serve Industrial Telecom Aero/Def/Med Computing Copyright © 2025 YAGEO Corporation. All Rights Reserved.
Slide 7: Manufacturing Resiliency
Manufacturing Resiliency 59 Manufacturing Facilities (21 China, 8 Taiwan, 30 ROW) Suomussalmi, FI 1 Skierniewice, PL 1 Znojmo/Jemnice, CZ Kleinostheim, DE 1 Vancouver, US 1 2 Gournay, FR 1 Shiroishi, JP 1 1 Limoges, FR 1 1 Melrose Park, US 1 1 Kettering, US Sasso Marconi, IT 1 Nantong, CN Evora, PT
Slide 8: Manufacturing Resiliency – by Technology
Manufacturing Resiliency – by Technology European North Technology/Product Type China Taiwan Vietnam Indonesia Malaysia Thailand Japan India Union Macedonia Mexico USA Antennas, RF & Microwave Cable Harnesses Capacitors – Aluminum Capacitors – Ceramic Capacitors – Film Capacitors – Supercapacitors C
Slide 9: Product Portfolio
Product Portfolio Signal Discrete Cores, Motor & Antenna, RF Circuit Magnets & Piezoelectric Power Electro- Cable Capacitors Resistors Inductors EMC Transformers Magnetics & Sensors & Protection Semi- Metal Ignition Microwave Devices Supplies mechanical Harnesses Connectors conductors Materials Coil
Slide 10: Anything that plugs-in, turns on/off, and/or uses a battery
Antennas, RF, and Microwave Components Cable Harnesses Anything Capacitors that plugs-in, Circuit Protection Discrete Semiconductors turns on/off, Electromechanical EMC 90% and/or Inductors *Coverage uses a battery Magnets and Metal Materials Motor and Ignition Coils Piezoelectric Devices Power Supp
Slide 11: Leadership
Leadership Finance & Accounting Sales & Marketing Eddie Chen Claudio Lollini Human Resources Capacitor PBG Alison Tung Bob Willoughby Information Technology Resistor PBG Chris Yang T.Y. Chang Legal Benjamin Kao Magnetics PBG Quality & Compliance William Malherbe Susan Barkal PIERRE CHEN DAVID WANG F
Slide 12: Sales
Sales Revenues (Millions USD) Annual $4,071 Quarterly $3,850 $3,789 $3,454 $2,900 $983 $2,720 $972 $2,544 $946 $928 $906 $859 2018 2019 2020 2021 2022 2023 2024 CY23Q4 CY24Q1 CY24Q2 CY24Q3 CY24Q4 CY25Q1 Copyright © 2025 YAGEO Corporation. All Rights Reserved.
Slide 13: 2025 Q1 Sales Revenue $946M
2025 Q1 Sales Revenue $946M Revenue by Product Group Revenue by Segment 26.7% 22.2% 19.6% Magnetics Tantalum Multilayer Computing/ Products Capacitors Ceramic Industrial Enterprise Systems Automotive Capacitors 29.8% 26.2% 19.6% 14.3% 9.6% 7.6% Resistor Sensor Other Consumer Telecom Aero/Def/Med Pro
Slide 14: 2025 Q1 Sales Revenue by Region and Channel
2025 Q1 Sales Revenue $946M By Region By Channel Direct OEM 37.1% Distribution 43.1% Direct EMS 19.8% Americas EMEA APAC 27.3% 18.4% 54.4% Copyright © 2025 YAGEO Corporation. All Rights Reserved.
Slide 15: Magnetics Product Business Group
Magnetics Product Business Group Power & Signal Magnetics, Motor Coils, Piezo Components and Antennas • No.3 Market Leader Inductors and Automotive Magnetic products • No.1 Market Leader Discrete LAN Magnetics • Advanced magnetic materials science and applied products • Leader in EMI suppression sol
Slide 16: Capacitor Product Business Group
Capacitor Product Business Group Tantalum, Film and Electrolytic Capacitors No.1 Polymer Tantalum Market Leader +40% World’s Production Polymer Tantalum • Leader in automotive, aerospace and defense solutions • Portfolio of polymer patents (150°C, humidity bias) • Vertically integrated supply chain
Slide 17: Capacitor Product Business Group: MLCC
Capacitor Product Business Group Multilayer Ceramic Capacitors (MLCC) No.3 MLCC Market Leader in Global Capacity +15% World’s Production • Sizing from 01005 to 4540 EIA • High capacitances for Class I and Class II • Trusted global supplier for automotive Automotive Industrial Telecom Computing/ Cons
Slide 18: Resistor Product Business Group
Resistor Product Business Group Resistors and Circuit Protection No.1 Resistors Market Leader +30% World’s Production Resistors • Leader in metal current sensor 01005 • Leader in a complete series of lead-free chip resistors • Automotive thick film series, and industry pioneer of anti-solder joint c
Slide 19: Sensor Product Business Group
Sensor Product Business Group Temperature and Industrial Sensors No.1 Market Leader in Pt Temperature Sensor Elements No.1 Market Leader in Limit Switches Temperature Sensors • Leading expert for maximum reliability in temperature sensing • Pt RTDs and sensor assemblies from -200 °C up to 1000 °C •
Slide 20: Net Zero Emissions by 2050
Net Zero Emissions by 2050 2025 – 2030 Energy Efficiency Optimization 2030 – 2035 Equipment Modernization 2035 – 2045 Renewable Energy Integration 2045 – 2050 Electrification of Operations 2050 Targeted Carbon Reduction Investments 20 Copyright © 2025 YAGEO Corporation. All Rights Reserved.
Slide 21: Why YAGEO Group
Why YAGEO Group Innovation Advance our knowledge, be a technology leader Scale Committed to growth Operational Excellence Achieve perfection Global presence Be anywhere, anytime Service and Solutions Be dedicated to our customers Copyright © 2024 YAGEO Group All Rights Reserved Copyright © 2025 YAGE
Slide 22: Thank You
Thank You 感謝您 WWW.YAGEO.COM Copyright © 2025 YAGEO Corporation. All Rights Reserved.