Nova Technology Corp · TPEX:6613
Nova Technology — Q3 2024 Earnings Presentation
23 slides from Nova Technology's earnings presentation, Dec 5, 2024
Slide 1: Nova Technology Corp. (6613)
NOVA TECHNOLOGY CORP.(6613) The Expert of manufacturing for facility equipment Commit to the sustainable development of Earth 2024.12.05 Contact information: Jun-Yen Ou Tel: 0905966613 Email: ir@Novatech.com.tw -1-
Slide 2: Disclaimer
Disclaimer This newsletter is the main and objective factor of the company at the time of the briefing. It summarizes and evaluates the past, present and future operations. It contains forward-looking statements which will be affected by risks, uncertainties and inferences. Some will exceed ours.
Slide 3: Contents
» CONTENTS NO.01 NO.02 Company Introduction 4 Operations Overview 9 NO.03 NO.04 ESG 18 Future Prospects 20
Slide 4: Company Introduction
WOH ts IBS tit WE 2S a] NOVA TECHNOLOGY CORP, Company Introduction
Slide 5: Company Introduction: Basic Information
NOVA (6613) Company Introduction Company Name Stock Number NOVA TECHNOLOGY CORP. 6613 Basic Information Chairman President CHIN-LI LIANG David Ma Establish Date TPEx-listed Date June 13, 1997 December 28, 2017 Capital Amount Paid-in capital(number of shares) NTD$ 373,561 thousand As of Sep. 30, 2024
Slide 6: Organizational Chart
NOVA (6613) Acter Co., LTD. Company Introduction Organizational Chart 56.76% Nova Technology Corp. 100% 86.59% 41.47% 80% Winmega Suzhou Winmax Rayzher Dadewin Technology Technology Industrial Co., Technology Corp. Corp. Ltd. Corp. 100% 100% 100% NOVATECH Rayzher Winmax ENGINEERING & Technology Tech
Slide 7: Consolidated Operating Revenue by Group Company
NOVA (6613) Company Introduction Revenue % Novatech E&C 1% Winmega Technology Corp. 4% Suzhou Winmax 1% 1% Technology Corp. 9% 16% 22% Rayzher Industrial 18% Co., Ltd. 2023Q3 2024Q3 42% 16% 25% 45% NOVA Technology Corp. Winmax Technology Corp. 2023Q3 Consolidated operating 2024Q3 Consolidated operat
Slide 8: Main Products
NOVA (6613) Green Sustainable Company Introduction Main Products Integration Services Main Products A D High purity chemical supply and Waste stripper and waste dispensing system solvents recycle system B C E Special gas Wet Process Green energy & Environmental supply system equipment protection Sys
Slide 9: Operations Overview
WOH ts IBS tit WE 2S a] NOVA TECHNOLOGY CORP, Operations Overview
Slide 10: Financial Information
NOVA (6613) Operations Overview Financial information NT$ thousand 2023Q3 2024Q3 YOY(%) Operating Revenue 6,454,784 7,362,431 14.06% Operating Expense 553,898 843,805 52.33% Income after Income Tax 704,608 848,076 20.36% (Profit attributable to owners of the parent) EPS(NT$ /5 per share)* 10.26* 11.
Slide 11: Financial Information: Balance Sheet
NOVA (6613) Operations Overview NT$ thousand 2023/09/30 2024/09/30 YOY(%) Financial information Cash and cash equivalents 2,492,948 2,626,392 5.35% Notes and Accounts receivable 2,004,569 2,098,668 4.69% Inventories(include contract assets) 3,920,219 3,983,611 1.62% Total assets 10,331,947 10,374,07
Slide 12: Regional Revenue Comparison
NOVA (6613) Operations Overview Regional revenue comparison 90% 百 79.96% 80% 70% 61.60% 60% 58.50% 55.86% 52.42% 50% 41.72% 40.99% 40% 32.90% 29.60% 30% 16.81% 20% 8.80% 8.60% 10% 5.86% 3.23% 3.15% 0% 2020 2021 2022 2023 2024Q3 China Taiwan Others linear(Taiwan) -12-
Slide 13: Industry Revenue Comparison
NOVA (6613) Operations Overview Industry revenue comparison 88.50% 90% 86.10% 84.61% 百 82.24% 80% 70% 65.20% 60% 50% 40% 30% 24.63% 20% 4.10% 10.17% 8.44% 10.55% 3.10% 9.80% 6.95% 7.21% 8.40% 10% 0% 2020 2021 2022 2023 2024Q3 Semiconductor Panel Optoelectronics Others -13-
Slide 14: Operating Revenue and Income After Tax
NOVA (6613) 10,000 10,000 9,139.99 9,000 8,592.98 9,000 Operations Overview 8,000 8,000 7,362.43 Industry revenue comparison 7,000 7,000 6,454.78 6,259.86 6,000 6,000 5,000 5,000 3,877.44 4,000 4,000 3,000 3,000 2,000 2,000 1,153.63 1,000 1,000 787.38 407.39 568.25 955.56 994.79 0 0 2020 2021 2022 2
Slide 15: EPS vs Cash Dividends
NOVA (6613) Operations Overview EPS VS Cash Dividends Cash Dividends 16 14 12 10 8 6 4 2 0 2017 2018 2019 2020 2021 2022 2023 2024H1 EPS Cash Dividends Unit：NT$ 2017 2018 2019 2020 2021 2022 2023 2024H1 EPS after Tax* 7.54* 8.25* 7.33* 6.01* 8.37* 11.74* 14.95* 5.31* * The denomination is NT$5 per s
Slide 16: Group Manpower
NOVA (6613) Operations Overview Group manpower 1,000 913 900 875 826 800 726 700 600 496 500 400 300 200 100 0 2020 2021 2022 2023 2024Q3 Number of people linear(Number of people) -16-
Slide 17: Research and Development Expenses
NOVA (6613) Operations Overview Research and development expenses 300,000 253,289 250,000 212,421 205,124 200,000 147,113 150,000 118,335 100,000 50,000 0 2020 2021 2022 2023 2024Q3 NT$ thousand -17-
Slide 18: ESG
WOH ts IBS tit WE 2S a] NOVA TECHNOLOGY CORP, ESG
Slide 19: Glory
NOVA (6613) Glory 1 2 TWSE/ TPEx listed TOP 5% in corporate electronics companies governance evaluation of with a market value TPEx listed companies for between TWD 10 billion five consecutive years were evaluated as the top 10% 4 3 Complete carbon inventory Issued sustainability report and verifica
Slide 20: Future Prospects
-20- WOH ts IBS tit WE 2S a] NOVA TECHNOLOGY CORP, Future Prospects
Slide 21: Semiconductor factories optimistic on 2025, driven by AI momentum
NOVA (6613) Semiconductor factories are optimistic that the economy in 2025 will outperform this year, driven by strong AI momentum The semiconductor industry has stopped its decline and started to recover this year. Most semiconductor factories are optimistic that the economy in 2025 will outperfor
Slide 22: Global semiconductor market expected to reach USD 1 trillion by 2030
NOVA (6613) China Semiconductor Industry Association: The global semiconductor market is expected to reach a size of USD$ 1 trillion by 2030. Wang,Jo-Ta, a senior expert from the China Semiconductor Industry Association, stated on the 19th at the 2024 China International Semiconductor Expo that over
Slide 23: Stock Code: 6613
Stock Code：6613 The Expert of manufacturing for facility equipment Commit to the sustainable development of Earth -23-