Eternal Materials Co., Ltd. · TWSE:1717
Eternal Materials — Q3 2025 Earnings Presentation
20 slides from Eternal Materials's earnings presentation, Nov 20, 2025
Slide 1: Eternal Materials - Elements of Infinite Possibilities
| » ETERNAL MATERIALS Elements of Infinite Possibilities
Slide 2: 2025 Third Quarter Earnings Conference
2025 Third Quarter Earnings Conference Speaker : B.C. Liu, Spokesman / CFO Date : 2025/11/20
Slide 3: Agenda
Agenda 1. Profile 2. 3Q25 Financial results 3. Key messages 4. Q&A
Slide 4: Profile
Profile
Slide 5: Profile
Profile Chairman Allen K. L. Kao Core Business Manufacturing, processing and sales Overall Sales Founding Employees Revenue Taiwan 5 Chi na 15 1964 4,917 USD$ 1,376 Production Sites million US A 1 26 T ha i l a nd 1 Headcounts of Researcher R&D expenditures N ot e s 1 : Number of Employees on Ja pa
Slide 6: Development Milestones
Development Milestones Resins UV LED Equipment SYNTHETIC RESINS MONOMER OPTICAL FILM VACUUM LAMINATOR COATING ADHESIVE OLIGOMER Wet CHEMICAL for PCB/ICS UNSATURATED UV COATING POLYESTER 1985 2000 2008 2016 1964 1989 2004 2013 2020+ PCB IC New Materials Biomaterials CCL EMC MATERIALS for SOLAR IN VIT
Slide 7: Global Production Sites
Global Production Sites Central North Northeast Japan (2) USA (1) China(1) China (1) China(1) Kodama Virginia Aichi Hubei Tianjin Yingkou Southwest Taiwan (5) China (2) Italy (1) Kaohsiung(3) Chengdu Pingtung Milan Chongqing New Taipei Global Production Sites 26 Thailand (1)
Slide 8: Global Service Network
Global Service Network Central China(3) North Northeast Korea(1) USA(1) Changsha China(2) China(1) Suwon Virginia Wuhan Tianijn Yingkou Hubei Japan(2) Italy (1) Southwest Yokohama Milan China(3) Chengdu(1) India(1) Chong qing(2) Taiwan (4) Mumbai Kaohsiung(1) Chungli(2)
Slide 9: 2024 Product Lines Sales Ratio
2024 Product Lines Sales Ratio Electronic Materials 25.53% Resins Materials 47.71% Dry Film Photoresist Dry Film Solder Mask Alkyd Resin、Solvent-Based UV INK Acrylic Coating Resin Dry Film Photosensitive Polyimide Water-Based Acrylic Coating Resin Liquid Polyimide Material Acrylic Re
Slide 10: Annual Sales Distribution and 2024 Regional Markets Sales Ratio
Annual Sales Distribution (In the recent 5 years), 2024 Regional Markets Sales Ratio Unit : USD million Europe & Other 7% 2000 1800 1,802 1,645 Africa 1% 1600 1400 1,299 1,363 1,376 Middle East 1% 1200 1,116 973 1000 800 799 826 809 Northeast Asia 6% 600 469 472 395 432 400 200 339 160 217 200 142
Slide 11: 3Q25 Financial results
3Q25 Financial results
Slide 12: Financial Information-Balance Sheets & Key Indices
Financial Information-Balance Sheets & Key Indices 2025Q3 2024 2023 Unit：TWD Millions Amount % Amount % Amount % Cash and cash equivalents 7,194 12 8,370 13 7,624 13 and current financial assets Accounts receivable 13,977 24 15,447 25 15,213 26 Inventories 8,193 14 8,533 14 8,479 14 Financial assets
Slide 13: Financial Information-Statements of Comprehensive Income
Financial Information-Statements of Comprehensive Income 2025Q3 2024 2023 Unit：TWD Millions Amount % Amount % Amount % Operating Revenue 30,562 100 44,191 100 42,452 100 Gross profit 6,213 20 8,824 20 8,147 19 Operating expenses (4,920) (16) (6,655) (15) (6,232) (15) Operating Income 1,293 4 2,170 5
Slide 14: Financial Information-Cash Flow Statements
Financial Information-Cash Flow Statements 2025Q3 2024 2023 Unit：TWD Millions Amount Amount Amount Cash and cash equivalents at the 7,103 6,382 5,451 beginning of the year Cash flows from operating 3,039 4,612 6,514 activities Acquisition of property, plant (2,313) (3,587) (3,149) and equipment Incr
Slide 15: Sales Revenues & Gross Profits
Sales Revenues & Gross Profits Unit：TWD Millions Sales 3Q25 y/y q/q 營收 3Q24 4Q24 1Q25 2Q25 3Q25 Sales 11,334 11,267 10,061 10,405 10,096 Sales -10.9% -3.0% GP 毛利 3Q24 4Q24 1Q25 2Q25 3Q25 Gross -11.4% -8.2% Profits GP 2,246 2,216 2,054 2,168 1,991 GPM 19.8% 19.7% 20.4% 20.8% 19.7% 15
Slide 16: Performance by Segment
Performance by Segment TWD Millions 3Q Sales 3Q Operating Profits Sales % Others High Performance Materials Electronic Materials y/y q/q y/y q/q Resin Materials 0% 1% 1% 1% 27% 26% 25% 26% Resin Materials 4,979 -7% -4.1% 160 +91% -22% 25% 26% 25% 25% Electronic 2,492 -11% -3.0% 159 -16% -44% Materia
Slide 17: Recap of Recent Major Events
Recap of Recent Major Events
Slide 18: Recap of Recent Major Events
Recap of Recent Major Events Eternal Materials Board of has resolved to set the record date for the cancellation and capital reduction of treasury shares. (2025/08/08) Eternal Precision Mechanics, a subsidiary of Eternal Materials, obtained Taiwan Stock Exchange approval on Sep. 16, 2025, for it
Slide 19: Q&A
Q&A
Slide 20: Eternal Materials - Elements of Infinite Possibilities
RH 4 ETERNAL MATERIALS Elements of Infinite Possibilities