Spec Products Corp · TPEX:7718
Spec Products — 2026 Investor Conference Briefing (hosted by Fubon Securities)
29 slides from Spec Products's conference presentation, Aug 18, 2026
Slide 1: 2026 Investor Conference Briefing
SPEC PRODUCTS CORP. 7718 2026 Investor Conference Briefing August 18, 2026
Slide 2: Disclaimer
Disclaimer This briefing and related information originate from the internal, external data, and outlook for the future, which reflects our perspectives so far. We shall not be responsible for reminding or updating the information if there are any changes or adjustments in the future. We have not is
Slide 3: Agenda
Agenda 01 02 03 04 ABOUT SPEC Financial Info Business Info OUR Future
Slide 4: About SPEC
I.ABOUT SPEC Founded in Listed on TPEx in 2001 2025 Headquarters: Capital Stock: NT$ 463 Tainan Million Industry: Electrical Machinery Main Business / Primary Business Operations Development and manufacturing of specialized fasteners, components, and parts for automobiles, motorcycles, agricultural
Slide 5: Operational Scale and Global Presence
I.ABOUT SPEC Operational Scale and Global Presence Group Employees Global Clients Suppliers Patents Sales Countries/Regions Locations 140 380+ 400+ 10+ 4 Countries, 6 5 Continents
Slide 6: Group Organization Chart
I.ABOUT SPEC Group Organization Chart SPEC Products Corp. 100% BCR Corp. 100% Suzhou Youlian 6
Slide 7: Why Clients Choose SPEC?
I.ABOUT SPEC Why Clients Choose SPEC ? Professional, One-Stop Service Reliable Quality Strong Manufacturing Capabilities Sustainable Development Superior mold design capabilities to help ● Up to 40 professional sales ● Holds multiple quality management ● Balanced ESG development minimize costs.Facil
Slide 8: Certificates
I.ABOUT SPEC Certificates ISO 9001 IATF 16949 ISO 14001 A2LA 8
Slide 9: 2025 ESG
I.ABOUT SPEC 2025 ESG (E) (S) (G) Finished Goods Yield / Average Annual Salary Gender Equality – Environmental for Non-managerial Revenue Growth: Customer Quality Target Achievement 0 Violations 91% Staff NT$ 990,000 Female Managers: 1.5% Satisfaction: 90.7% Rate 40% Board Meeting Promoting Resource
Slide 10: Financial Info
Financial Info 10
Slide 11: Financial Overview - 2026 Q2 Operating Results
II.Financial Overview - 2026 Q2 Operating Results 2026 Q2 Operational Efficiency Significantly Improved Gross Margin Rebounded to 20% | EPS NT$ 2.55 Operating Revenue: NT$ 1.256 Billion (Item / Year) 2025年 (FY2025) 2026年上半年 (1H2026) (Reached 51.40% of FY2025 Total) Operating Revenue 2,443,169 1,255,
Slide 12: Financial Overview - Monthly Revenue Trends
II.Financial Overview - Monthly Revenue Trends 1H2026 Cumulative Revenue Reached NT$ 1.476 Billion +5.11% Strong Rebound in June and July +14% 兩期營收趨勢 Revenue Breakdown Table 250,000 1,600,000 Monthly Revenue Cumulative Revenue Month 1,400,000 2026年 2025年 YoY(%) 2026年 2025年 YoY(%) 200,000 1,200,000 1
Slide 13: Financial Overview - Financial Ratios
II.Financial Overview - Financial Ratios Sound Financial Structure, Operational Efficiency Significantly Improved 1H2026 ROE Rebounded to 7%, Days Sales of Inventory (DSI) Decreased to 28 Days Total Assets: NT$ 2.235 Billion Days Sales of Inventory: 28 Days Current Ratio: 238% Excellent Debt Repayme
Slide 14: Profitability Performance and Dividend Trends
II.Financial Overview - Profitability Performance and Dividend Trends Historical Dividend Payout Ratio Reached 67%; Q2 Net Profit Grew 70% QoQ Dividend Capacity Significantly Enhanced Profitability & Dividend Trends Net Income Cash Dividend Dividend Payout 8.00 7.52 YEAR EPS After Tax Payout Ratio 7
Slide 15: Financial Overview - Impact of USD Exchange Rate
II.Financial Overview - Impact of USD Exchange Rate 1% Appreciation in USD Exchange Rate → Gross Margin / Net Margin +1% 1% Depreciation in USD Exchange Rate → Gross Margin / Net Margin -1% Exchange Rate, Gross Margin & Net Margin Impact 32.800 35% 32.735 11% 32.600 10% 30% 9% 32.400 25% 32.200 7% 2
Slide 16: Business Info
Business Info 16
Slide 17: Business Overview - Main Products
III. Business Overview - Main Products ® TM Automotive Parts MAThread TEC WASHER Over 80% Customized Patent Licensed Overseas for Double-Sided Wedge Lock Automotive Parts Manufacturing in Taiwan Washer Increases Assembly Globally Recognized as In House Products Efficiency by 30%–40% the Best Lock Wa
Slide 18: Main Products - Automotive Parts
III. Business Overview - Main Products ® Over 80% Customized MAThread TM Automotive Parts Automotive Parts TEC WASHER 海外授權 雙齒防鬆華司 在台製造產品專利 廠內自製 In House Products 提升組裝效率 全世界公認最佳的 30%-40% 防鬆華司設計 委外生產 Outsourcing Products 18
Slide 19: Main Products - MAThread
III. Business Overview - Main Products ® MAThread Patent Licensed Overseas for TM Automotive Parts TEC WASHER Manufacturing in Taiwan 八成以上的 雙齒防鬆華司 客製化汽車零件 Increases Assembly Efficiency by 30%–40% 全世界公認最佳的 廠內自製 In House Products 防鬆華司設計 委外生產 Outsourcing Products 19
Slide 20: Main Products - TEC Washer
III.Business Overview - Main Products ® Double-Sided Wedge Lock TEC WASHER TM Automotive Parts MAThread Washer 八成以上的 海外授權 客製化汽車零件 在台製造產品專利 Nordic® Bolt & Nut 廠內自製 提升組裝效率 In House Products 30%-40% Globally Recognized 委外生產 as the Best Lock Washer Design Outsourcing Products 20
Slide 21: Business Overview - Global Presence Yields Tangible Results
III. Business Overview Global Presence Yields Tangible Results 2026 Q2 North America Strongly Rebounded to 63%; Europe Remained Steady at Historical High of 30% Revenue Share by Geographic Region (Past 3 Years) 70% 64% 63% 63% 60% 60% Europe's Share Showed Steady Increase for 3 Consecutive Years 50%
Slide 22: Business Overview - End Customers
III. Business Overview - End Customers Benz TOYOTA BMW VW Ford Bosch GM NISSAN John Electrolux Porsche Tesla Deere Continental Whirlpool Group 22
Slide 23: Business Overview - Volvo EX60
III. Business Overview - Volvo EX60 Advanced EV Fastener Technology Upgrades, Supply Chain Entry for European & American OEMs, and Global Expansion Strategy 核心專案歷程 Co-developed internal/external thread waterproof bolts for Volvo’s original EV battery assembly chassis in 2024 collaboration with Stanl
Slide 24: Business Overview - Volvo EX60
III. Business Overview - Volvo EX60 Advanced EV Fastener Technology Upgrades, Supply Chain Entry for European & American OEMs, and Global Expansion Strategy Taiwan's First and Only Approved Manufacturer 貢獻 ◆ Received orders for 2,100 metric tons as of 1H ◆ Mass production expected in 2H 2026 ◆ Futur
Slide 25: Business Overview - Order Backlog Visibility
III.Business Overview - Order Backlog Visibility Comparative Analysis of Orders and Shipments for Jan–Jul Across Two Periods Post-Pandemic 1,200 1,000 Shipments Hit 900 Record High 1,000 800 700 800 Order Backlog 600 Visibility of 600 500 Approximately 3–4 Months 400 400 300 200 200 Capacity Utiliza
Slide 26: Our Future
OUR Future 26
Slide 27: Future
IV. Future Continuous Enhancement of Manufacturing Capabilities Continually assist clients in reducing costs through mold design and forming technologies, eliminating the need for secondary operations. Continuous Expansion into More Markets Expand into markets such as Japan and increase product dive
Slide 28: Future - U.S. Market and OEM Expansion
IV. Future Massive Demand in the U.S. Fastener Market European & U.S. OEM Sales Expansion & Service Strategies Market Size Growth U.S. Industrial Fastener Market: Targeting European and U.S. Automakers Focusing on European and U.S. automakers like Volvo and USD 17.26 Billion in 2025 ➔ USD 23.04 Bill
Slide 29: Q&A Thank You
Q&A THANK YOU 友鋮股份有限公司 SPEC PRODUCTS CORP. 29
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