Jentech Precision Industrial Co., Ltd · TWSE:3653
Jentech Precision Industrial — Q3 2025 Earnings Presentation
24 slides from Jentech Precision Industrial's earnings presentation, Nov 28, 2025
Slide 1: Jentech Precision Industrial Co., Ltd. Investor Conference
Stock Code:3653 Jentech Precision Industrial Co.,Ltd. Investor Conference November 28, 2025
Slide 2: Safe Harbor Notice
Safe Harbor Notice This document and relevant information herein may contain internal and external forward-looking information and constitute forward-looking statement. This document and relevant information may contain certain forward-looking statements. Such forward-looking statement is not ac
Slide 3: Content
Content Corporation Overview Core Product Applications Performance & Outlook Financial Information
Slide 4: Corporation Overview
Corporation Overview Founded：1987 Certificate of Registration： ISO 9001, ISO 14000, IATF16949 Number of Employees： Taiwan: 2,711/ Mainland China: 892 Worldwide Operational Location： Taiwan: Huaya plant & Dayuan plant 1 ,2&3 China: Wuxi plant 1 &2 / Nantong plant USA: Arizona office (Ch
Slide 5: Jentech Taiwan
Jentech Taiwan Huaya Plant (Headquarter) Factory size : 15,537m2 Dayuan Plant 1 Dayuan Plant 2 Factory size : 11,240m2 Factory size : 19,636m2 Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 6: Jentech China
Jentech China Wuxi Plant 1 Wuxi Plant 2 Nantong Plant Factory size: 12,231m2 Factory size: 29,091m2 Factory size: 11,901m2 Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 7: Dayuan Plant 1 Expansion Plan
Dayuan Plant 1 Expansion Plan Dayuan Plant 1 Factory size : 15,653m2 (Expected to be completed by Q1 2026) Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 8: Dayuan Plant 3 Taoyuan Aerotropolis Expansion Plan
Dayuan Plant 3 Taoyuan Aerotropolis Expansion Plan Taoyuan Aerotropolis Plant Land size : 30,876 m2 (The area of the Phase 1 plant is expected Factory size : 37,488+ m2 to be completed by Q1 2027.) The current factory size in Taiwan is 46,413 m2 , in China is 53,223 m2 (Total: 99,636 m2). The total
Slide 9: Aerotropolis. Another Success
Dayuan Plant 1 & 2 29 KM Huaya Headqurter Taoyuan Aerotropolis Plan 5 KM Site Aerotropolis Plant 23 KM Aerotropolis．Another Success 9 Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 10: Core Product Applications
Core Product Applications
Slide 11: Core Products are applied in Server and Electric vehicle
Core Products are applied Cloud in Server and Electric vehicle Computing 5G/6G Edge Server AI Server
Slide 12: Performance & Outlook
Performance & Outlook
Slide 13: 3Q25 / 3Q24 Share of Revenue
3Q25 / 3Q24 Share of Revenue YOY: 52% Thermal Solutions 73% - 3Q25 YOY: 77% Others Lead Frame 10% - 3Q25 9% - 3Q25 YOY: 49 % YOY: -9% Electronic Communication Components Connectors 7% - 3Q25 1% - 3Q25 YOY: 9 % YOY: -35% Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 14: Heat Spreader Outlook
Heat Spreader Outlook Application：Laptop, Desktop, AI Server, Server, Vehicle and Gaming machine Jentech 3Q25 /3Q24 YOY ：about 82% Jentech growth forecast in 2026： Thermal Solutions Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 15: Liquid Cooling Module Outlook
Liquid Cooling Module Outlook Application：Electric vehicle, AI Server Jentech 3Q25 /3Q24 YOY ： about 48% Jentech growth forecast in 2026 ： EMC Lead Frame Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 16: Sever ILM and Socket Outlook
Sever ILM and Socket Outlook Jentech 3Q25 /3Q24 YOY ： about -2% Jentech growth forecast in 2026 ： Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 17: Lead Frame Outlook
Lead Frame Outlook Application：Automotive Diode, LED, 5G signal amplifier components Jentech 3Q25 /3Q24 YOY ： about -9% Jentech growth forecast in 2026 ： EMC Lead Frame Confidential –Do not duplicate, distribute or edit without Jentech permission
Slide 18: Competitive Advantage
Competitive Advantage Thermal System Module Design & GPU / CPU Development CPU coldplate Processor Carrier Clip Tooling Molding Fabrication CPU Packaging Heat Spreader Jentech Upper Retention Bracket Plating Machining CPU Socket Component Bottom Back Stamping Plate Pic ref : HPE / Intel web site, re
Slide 19: Financial Information
Financial Information
Slide 20: Condensed Balance Sheet
Condensed Balance Sheet Unit: NT$ thousand Difference Item 2024.12.31 2025.9.30 Amount Ratio% Current Assets Cash and Cash Equivalents 2,267,253 8,154,878 5,887,625 259.68 Accounts Receivable 4,059,963 5,236,907 1,176,944 28.99 Inventory 3,061,636 3,350,613 288,977 9.44 Other Current Assets 105,945
Slide 21: 2024Q1-2025Q3 Condensed Income Statement
2024Q1-2025Q3 Condensed Income Statement Unit: NT$ thousand Item 2024 Q1 2024 Q2 2024 Q3 2024Q4 2025Q1 2025Q2 2025Q3 Net sales 2,864,325 3,401,156 3,593,006 4,419,700 4,752,302 5,181,404 5,069,503 COGS 1,857,523 2,080,138 2,222,934 2,752,126 2,617,813 3,032,283 3,093,854 Gross Profit 1,006,802 1,321
Slide 22: Revenue, Gross Margin and Operating Margin
Revenue, Gross Margin and Operating Margin Unit: NT$100Million Revenue Gross Margin(RHS) Operating Margin(RHS) 55 50% 44.91% 50 41.48% 45 38.84% 38.13% 38.97% 37.73% 40% 35.15% 35.06% 40 32.80% 35 29.28% 27.98% 27.00% 27.58% 30% 30 22.97% 25 20% 20 15 10 10% 5 0 0% 2024 Q1 2024 Q2 2024 Q3 2024Q4 202
Slide 23: Revenue by Product
Revenue by Product Thermal solutions Lead frame Electronic components Communication connectors Others 100% 9.06% 11.60% 8.93% 10.24% 10.88% 8.08% 10.13% 2.42% 1.96% 0.61% 1.90% 2.15% 0.44% 6.92% 1.57% 9.01% 9.08% 6.83% 6.14% 7.39% 80% 10.56% 9.11% 9.57% 9.08% 9.41% 13.85% 19.12% 14.10% 60% 40% 71.21
Slide 24: Thank You
Stock code: 3653 Thank You Q＆A
Jentech Precision Industrial — Q3 2025 Earnings Presentation on 6ix