Slide 1: Elite Material Co., Ltd.
Elite Material Co., Ltd. Global Leader of High-end Eco-friendly Laminates Innovation Globalization Diversification Presentation August, 2025 1
Slide 2: Disclaimer
Disclaimer This presentation may contain “forward-looking statements” which may include projections on future results of operations, financial condition, and business prospects based on our own information and other sources. The actual results of operations, financial condition, and business prospec
Slide 3: Agenda
Agenda 01 2Q25 Financial Results 04 02 Lead over Competition Expanding 07 03 EMC Advantages • Technology • Scale / Geo-diversity 10 04 Q&A 14 Page 3
Slide 4: 2Q Results -- Statement of Comprehensive Income
2Q Results -- Statement of Comprehensive Income Selected Items from Statements of Comprehensive Income (In NT$ millions unless otherwise noted) 2Q25 1Q25 2Q24 QoQ YoY Revenue 22,508 21,680 15,449 3.8% 45.7% Gross Profit 6,829 6,590 4,235 3.6% 61.3% Operating Profit 4,644 4,540 2,924 2.3% 58.8% Incom
Slide 5: 2Q Results -- Balance Sheets & Key Indices
2Q Results -- Balance Sheets & Key Indices Selected Items from Balance Sheets (In NT$ millions) 2Q25 1Q25 2Q24 Amount % Amount % Amount % Cash & Equivalent 17,620 20.1% 18,427 21.1% 13,514 20.7% A/R+N/R 30,564 34.9% 30,239 34.6% 20,724 31.8% Inv 10,936 12.5% 10,558 12.1% 7,771 11.9% PPE 24,137 27.6%
Slide 6: 2Q Results -- Revenue by Platform
2Q Results -- Revenue by Platform Strong growth in Infra reflects share gains in high end segments 2Q Revenue Growth: 4% QoQ 2Q Revenue Growth: 46% YoY Growth Rate by Platform (QoQ) Growth Rate by Platform (YoY) +70% +18% +8% +11% +4% Infrastructure Mobile Device A & I & Others -7% Page 6
Slide 7: Lead over Competition Expanding
Lead over Competition Expanding EMC Shares Higher in More Premium Segments • Global No. 1 – mSAP, HDI Laminate provider • Global No. 1 – High-Speed Green Laminate provider Laminate Market Green Laminate Market HDI Laminate Market 1 1 3 • By Revenue • Mass Lam Sales is excluded. July 2025 Page 7
Slide 8: Lead over Competition Expanding
Lead over Competition Expanding EMC reached #1 in 2023 and still grew in 2024 2023 2024 1 1 (Standard + Halogen-Free) High-Speed Laminate (Halogen-Free) High-Speed Laminate Only July 2025 Page 8
Slide 9: Lead over Competition Expanding
Lead over Competition Expanding High-end CCL (HDI & High-Speed/ Frequency) • High-end CCL market grows at 40% CAGR (2024-2027) • Overall CCL market grows at 18% CAGR (2024-2027) • EMC expects to outgrow high-end CCL market Overall CCL Market High-Speed CCL Market Source: Goldman Sachs Global Investm
Slide 10: EMC Advantages
EMC Advantages AI Infrastructures favor HDI Technology Page 10
Slide 11: EMC Advantages
E M EMC Advantages C C Technology Differentiator – HDI o n f i The only mSAP and substrate maker outside Japan/Korea with 100% proprietary technology d e n t i a l Page 11
Slide 12: EMC Advantages
EMC Advantages Scale & Geo-Diversity California, US Kunshan, China Guanyin, Taiwan Huangshi, China 600K shts/mon Q4 2026 300K shts/mon EMC: the only Asian CCL Supplier Q4 2026 with US Sales & Production Presence 300K shts/mon Site Capacity Laminate (SHTs/mon) Q2 2025 Zhongshan, Penang, Malaysia HQ (
Slide 13: Sustainability Report
Sustainability Report Corporate Governance Evaluation Ranking Lifted to Top 6 –20% Based on 2023, EMC aims to achieve a 30% carbon reduction by 2030 Page 13
Slide 14: Q&A
emc Q&A Page 14