Nan Ya Printed Circuit Board Corporation · TWSE:8046
Nan Ya Printed Circuit Board — Nan Ya PCB — SinoPac Securities 2026 Q2 Investment Forum
14 slides from Nan Ya Printed Circuit Board's conference presentation, Jun 12, 2026
Slide 1: 2026Q1 Operation Briefing of Nan Ya PCB Corp.
2026Q1 Operation Briefing of Nan Ya PCB Corp. June 12th 2026
Slide 2: Disclaimer
Disclaimer The description of historical events might include the information that was not reviewed by accountants. Thus, it might be insufficient to fully exhibit the financial status or operation results of Nan Ya PCB Corp. The actual operation results, financial status, and sales outlook in the f
Slide 3: Agenda
Agenda • Company Profile • Financial Status • Future Product Development • Operational Strategies in 2026
Slide 4: Company Profile: Business Overview
Company Profile Business Overview Subsidiary Company of Nan Ya Plastics Corp. Manufacture and Sell IC Substrates and PCBs 2026Q1 Consolidated Revenues: NTD 11.1 Billion Market Value: NTD 337.3 Billion(March 31th 2026) Production Locations：Taiwan and China 1
Slide 5: Company Profile: Milestone
Company Profile Milestone PCB Business Reinvested in Mass Production Started to Produce ABF Started at Nan Ya Nan Ya PCB of Flip-chip Listed on Taiwan Started to Produce Substrate at Kun-shan Plastics Kun-shan Company Substrate Stock Exchange SiP Substrate Campus 1985 1985 1999 2001 2006 2016 2021 1
Slide 6: Consolidated Revenues (IFRS) in Last Years
Financial Status Consolidated Revenues(IFRS) in Last 3 Years NTD Million +32.1% +19.1% Revenues in 25Q1 were 19.1% greater than those in 24Q1: Higher demand for high-end server, 800G switch, and enterprise SSD IC substrates drove YoY revenue growth in 25Q1. Revenues in 26Q1 were 32.1% greater th
Slide 7: Quarterly Consolidated Revenues (IFRS) in a Year
Financial Status Quarterly Consolidated Revenues(IFRS) in a Year NTD Million +14.4% +1.8% +0.1% Revenues in 25Q3 were 14.4% greater than those in 25Q2: Solid growth in cloud application products and a recovery in memory demand led to a further increase in revenue of 25Q3. Revenues in 25Q4 were 1
Slide 8: Operation Profits (Losses) in Last Years
Financial Status Operation Profits(Losses) in Last 3 Years NTD Million % 12.1% +1,319.1 Mn 0.4% +827.1 Mn -12.1% Operation profits in 25Q1 were increasing NTD 827.1 Mn from 24Q1: Robust high-end networking demand and a better product mix boosted operating profit. Operation profits in 26Q1 were i
Slide 9: Quarterly Operation Profits in a Year
Financial Status Quarterly Operation Profits in a Year NTD Million % 12.1% 8.6% +389.2Mn 5.7% 3.8% +342.7Mn +254.2Mn Operation profits in 25Q3 were increasing NTD 254.2 Mn from 25Q2: Demand for data center and memory products increased, leading to a rise in operating profit in 25Q3 compared to 25Q
Slide 10: Revenue Structure (By Applications)
Financial Status Revenue Structure(By Applications) Impacted by component shortages, sales growth for PCs and consumer electronics was constrained. Consequently, our revenue contribution from related applications in 26Q1 was on par with 2025. The ongoing high-end switch upgrade trend in data cen
Slide 11: Revenue Structure (By Applications)
Financial Status Revenue Structure(By Applications) With automotive demand remaining weak and supply chains affected, our 26Q1 revenue contribution from automotive electronics applications was on par with 2025. Driven by steady data center demand for AI and HPC, our 26Q1 revenue contribution fro
Slide 12: Future Product Development
Future Product Development Continue to Expand High Value Products ABF Substrate As hyperscalers continue to expand data center Capex, we are collaborating closely with customers to develop next-generation substrates for AI server ASICs. Additionally, we are developing substrates for high-end switc
Slide 13: Operational Strategies in 2026
Operational Strategies in 2026 Implementing 4 Major Transformations Product Transformation: Continuously expanding the sales mix of cloud computing, edge computing, and high-speed transmission products to foster a higher-value and more diversified product portfolio. Business Transformation: Deve
Slide 14: Thank You
Thank You
Nan Ya PCB — SinoPac Securities 2026 Q2 Investment Forum on 6ix