Qualipoly Chemical Corp. · TWSE:4722
Qualipoly Chemical — H1 2026 Earnings Presentation
19 slides from Qualipoly Chemical's earnings presentation, Aug 7, 2026
Slide 1: Investor Conference
Qualipoly Chemical ◈ Corporation Qualipoly Chemical Corporation 2026 ·August (ROC 115) Investor Conference Operating Performance & Growth Outlook Investor Conference Presentation SPEAKER Qualipoly Confidential Steven Tsai Chairman Copyright © 2026 Qualipoly Chemical
Slide 2: Disclaimer
DISCLAIMER Disclaimer Please read the following statements carefully Qualipoly Chemical Corporation (the "Company") has obtained the external data in this presentation from publicly 1 available market sources and endeavors to keep it current; however, the Company makes no representation or warranty
Slide 3: Agenda & Investment Highlights
AGENDA Agenda & Investment Highlights Company overview, operating performance, business developments, industry insights, outlook Agenda 01 Company & Products 1 AI-related Materials Positioned in high-end CCL resin M8–M10; M8, M9customer 02 Operating Performance qualified 2 Annan Plant Production Ann
Slide 4: Company Overview
01 | Company & Products Company Overview Specialty chemical materials manufacturer ·TWSE: 4722 Paid-in Capital 2025 Revenue Total Employees Manufacturing Sites NT$1.0B NT$3.73B 498 ◉ Yong-An Plant Taiwan 405 ·China Kaohsiung ·Headquarters 93 Manufacturing Sites Markets Served Core Business ◉ Annan P
Slide 5: Product Portfolio
01 | Company & Products Product Portfolio Anchored on core synthetic-resin technology, spanning three business segments Electronic Chemicals UV Curable Materials Functional Resins Momentum Revenue Growth Engine Rebuilding Foundation • 5G Materials (CCL resin) • Reactive Monomers · • Unsaturated Poly
Slide 6: Electronic Chemicals (I): Application Landscape
01 | Company & Products | Electronic Chemicals Electronic Chemicals (I): Application Landscape Growth core ·five applications covering AI, displays, and semiconductor end-markets Five Application Areas End Markets Core Business 01 PCB Materials Servers · High- speed Switches 02 Display Materials Pan
Slide 7: Electronic Chemicals II: CCL Materials
01 | Company & Products | Electronic Chemicals Electronic Chemicals II: CCL Materials Resin determines CCL dielectric performance CCL Grade Df Trend & Qualipoly Positioning CCL Structure & Qualipoly's 1 2 Role Hi gh 0.020 QPC Copper Foil Qualipoly — Core Dielectric Loss Df@10GHz 0.014 Qualipoly Resi
Slide 8: UV Curable Materials
01 | Company & Products UV Curable Materials Energy-saving, high-speed, eco-friendly curing across diverse applications Energy Saving High Speed Eco-Friendly Room-temperature curing, no ovens Second-level curing, high line speed Solvent-free, low VOC UV Curing Principle 1 Liquid 2 UV Cure 3 Cured Ma
Slide 9: PSMA Specialty Resin (Styrene-Maleic Anhydride)
01 | Company & Products | Functional Resins PSMA Specialty Resin (Styrene-Maleic Anhydride) Key resin material for low Dk / low Df high-frequency copper-clad laminates ◆ Molecular Design ◆ Why does low Df matter? High-Df material | signal decays quickly Styrene Maleic Low-Df material (PSMA) | signal
Slide 10: AI-related Materials Market
03 | Growth Drivers AI-related Materials Market High-end CCL market data and value-chain structure (Currency: USD) +70% $21.5B 5–7 × $886.7B 2026 CCL cumulative price rise 2026 global CCL market CCL content in AI servers (vs. 2026 top-9 CSP capex (AtlasPCB ·July) (Prismark est.) traditional) (TrendF
Slide 11: 5G Materials: CCL Supply Chain
03 | Growth Drivers 5G Materials: CCL Supply Chain Qualipoly positioned at the upstream key-resin segment Upstream ·Materials Midstream ·CCL Fabrication Downstream ·Applications Qualipoly CCL Fabricators AI Servers Domestic + overseas CCL Resin High-speed Switches makers Low-Df polymers 800G / 1.6T
Slide 12: Annan Plant Production Progress
03 | Growth Drivers Annan Plant Production Progress New plant at Tainan Annan Science & Technology Park · ·full production since July Annual Capacity UV Curable (tonnes/yr) ◆ Materials Primary ◆ 5G Materials Planned New UV capacity supports industrial Considered as a future expansion option, coating
Slide 13: Cross-border Three-way Collaboration
03 | Growth Drivers Cross-border Three-way Collaboration Jointly developing semiconductor packaging & thermal materials with international partners Qualipoly Leading US Materials Company International Electronic Materials Resin formulation ·scale-up MOD Metal Materials Supplier Formulation + mass pr
Slide 14: Three Business Segments
05 | Outlook Three Business Segments Anchored on synthetic-resin technology, covering three business segments Current Core H2 ·Annan Plant Mid-to-Long-term Roadmap ① ② ③ Annan UV Packaging / Optical 5G / CCL Resins Production Materials • Positioned in high-end M8–M10; • Semiconductor packaging mater
Slide 15: R&D Laboratory Layout
05 | Outlook R&D Laboratory Layout Three sites: in-house laboratory plus two joint labs with international partners ⚗ ⚗ ⚗ In-house Lab Electronic Partner Lab Partner Lab Packaging & Core R&D Center Materials Thermal Joint Lab Application Lab Established with international With international partners
Slide 16: 1H Operating Performance Summary
02 | Operating Performance 1H Operating Performance Summary 1H 2026 Operating Performance Summary ·1H 2026 (unaudited) ·Consolidated revenue & margin changes 1H Revenue Operating Profit Net Income EPS 19.28 (NT$ 100M) 1.53 (NT$ 100M) 1.32 (NT$ 100M) 1.29 NT$ YoY +2.0% YoY +49.8% YoY +151.0% YoY +148
Slide 17: Consolidated Income Statement & Quarterly Comparison
02 | Operating Performance Consolidated Income Statement & Quarterly Comparison Income Statement & Quarterly Comparison ·1H 2026 (unaudited) ·NT$ thousands Item 115 Q2 114 Q2 YoY 115 H1 114 H1 YoY Consolidated revenue 1,038,316 973,458 6.7% 1,927,958 1,890,197 2.0% Consolidated gross margin 21.7% 15
Slide 18: Revenue Structure by Product Line
02 | Operating Performance Revenue Structure by Product Line Revenue Structure by Product Line ·1H 2026 vs 1H 2025 ·Revenue mix shift by main product 114 H1 115 H1 Electronic Chemicals Coating Resin NT$1.89B NT$1.93B (+2.0%) YoY +50.8% YoY +14.9% Revenue share 13.4% → 19.8% (+6.4 pp) Revenue share 1
Slide 19: Thank You
Thank You Anchored on Synthetic-Resin Technology Three Business Segments ☏ +886-7-6236199 TEL FAX ⎙ +886-7-6244228 ⊕ www.qualipoly.com.tw EMAIL WEB ✉ customer@qualipoly.com.tw ADDRESS ⌂ No. 2, Yonggong 5th Rd., Yong-An Dist., Kaohsiung 828, Taiwan Qualipoly Chemical Corporation 19 Copyright © 2026 Q