Tatung Co. · TWSE:2371
Tatung — Investor Presentation (July 2025)
20 slides from Tatung's investor presentation, Jul 23, 2025
Slide 1: Tatung Co. 2025 Investor Conference
TATUNG CO. 2025 Investor Conference TWSE：2371 Pioneer in Energy & Digital Transformation
Slide 2: Disclaimer
Disclaimer This presentation and relevant messages mentioned in relevant information released at the same time, which are based on information obtained by the company from internal and external sources. The company's actual operating results, financial status and business achievements that may occur
Slide 3: Agenda
AGENDA A. Tatung Group Core Business Structure B. Financial Overview C. Business Development and Future Outlook D. Q&A Pioneer in Energy & Digital Transformation 3
Slide 4: Tatung industrial control structure
Tatung industrial control structure New Real BG Power System Consumer EMS Energy Estate Heavy Equipment Manufacturing Motor Solar System System Advanced BU Cable Smart Energy Integration Electronic Meter Commercial AC TATUNG Electric Tatung Forever ECS ELITE Company of America, Tatung Consumer Inc.
Slide 5: Financial Overview
Financial Overview Income Statement 25Q1 24Q1 Unit: NT$ thousand Amount % Amount % Revenue 10,544,961 100% 10,820,414 100% Gross profit 1,944,451 18% 2,084,737 19% Net operating income 394,633 4% 423,395 3% Total non-operating income 79,676 - 265,213 3% and expenses NI attributed to Tatung 305,418 2
Slide 6: Revenue Analysis of Core Businesses
Revenue Analysis of Core Businesses 2024H1 Revenue Breakdown (%) 2025H1 Revenue Breakdown (%) • 1H25 consolidated revenue reached NT$23.552 billion, representing 0.26% YoY increase. • Power Business Group revenue grew 6% YoY in 1H25. Power New System Consumer Real EMS Energy Estate Pioneer in Energy
Slide 7: Power BG
Power BG Pioneer in Energy & Digital Transformation 7
Slide 8: Power BG Facility Introduction Tatung Company
Power BG Facility Introduction Tatung Company (Headquarter) Taoyuan Dayuan Factory Taoyuan Guanyin Factory Heavy Equipment • Power Transformers Heavy Equipment • Driven by strong overseas • Distribution Grade demand Transformers • New line for distribution • System transformers • Production schedule
Slide 9: Power BG Global Expansion – U.S.
Power BG Global Expansion – U.S. U.S. President Donald J. Trump showcased an unprecedented $92 billion Business Opportunities • commitment to cutting-edge AI and energy initiatives. – The White House • Data centers accounted for around 1.5% of the world’s electricity consumption in 2024, or 415 TWh.
Slide 10: Power BG Global Expansion - Japan
Business Opportunities Power BG Global Expansion - Japan • Japan’s 2025 policy framework includes the 7th Strategic Energy Plan, GX2040 Vision, Global Warming Countermeasure Plan (Revised), and Government Emission Reduction Action Plan — representing a potential investment of at least JPY 15 trillio
Slide 11: Power BG Global Expansion – Middle East / India / AU
Power BG Global Expansion – Middle East / India / AU • Middle East / India • Actively participating in infrastructure projects in Israel (e.g., solar + energy storage systems, EV buses) • Partnering with Middle Eastern joint venture Voltamp Power to tap into heavy electrical and energy storage oppor
Slide 12: Power BG Global Expansion - Southeast Asia
Power BG Global Expansion - Southeast Asia • Vietnam / Thailand / Malaysia • Established new local sales office for power equipment in Vietnam • Heavy Equipment： Secured transformer order from Cheng Loong Evaluating production site setup and sales expansion • Smart Meters： Scheduled Q4 deliveries to
Slide 13: Power BG - Domestic Market
Power BG - Domestic Market • Integration into global semiconductor supply chains Heavy • Da An Underground Substation – Taiwan’s first, completing in 2025 (NT$2B revenue contribution) Equipment • Focus on AI data center power systems, energy storage for renewables, and private power generation under
Slide 14: Tatung Forever Energy
Tatung Forever Energy Pioneer in Energy & Digital Transformation 14
Slide 15: Emerging Trends: Climate, Decarbonization, and Energy Policy
Emerging Trends: Climate, Decarbonization, and Energy Policy IEA: Global AI Electricity Consumption Projected to Grow 10× by 2026 電力成長 Electricity Demand 2.72％ Growth: 2.72% • AI-related electricity demand is expected to increase tenfold by 2026 Data centers and AI training hubs are driving the surg
Slide 16: Green Power Wheeling
Green Power Wheeling Green Power Wheeling 12000 • Total power generation under control: 300 million kWh + Green Power 10000 Wheeling NT$1 billion in revenue 8000 • 2025 In 2025, 39.58 million kWh already 6000 contracted and expected to be 4000 transferred Average green power transfer price: 2000 NT$
Slide 17: Real Estate
Real Estate Pioneer in Energy & Digital Transformation 17
Slide 18: Tatung Smart Manor Phase 3 and Tatung New Era
Location:：No. 167, Ln. 2, Mingde Rd., Sec. 2, Zhuangyuan St., Tucheng Dist., New Taipei City, Land Area：4,967 Taiwanese ping Tatung Smart Product Planning：661 units Manor Phase 3 ➢ Completed Sales in 2023 示意圖 ➢ The case achieved the highest presale revenue in Northern Taiwan. ➢ Expected Completion i
Slide 19: Conclusion
Conclusion • Order backlog exceeds NT$20 billion, with new orders continuously being secured • Successfully established 3 new subsidiaries and accelerated pursuit of Taipower certifications: Tatung Power Electrics Co., Ltd. Tatung Cable Co., Ltd. Tatung Smart Meter Co., Ltd. • Domestic: Actively pur
Slide 20: Tatung
TATUNG —_Z Pioneer in Energy & Digital Transformation