Eternal Materials Co., Ltd. · TWSE:1717
Eternal Materials — Investor conference hosted by President Securities Corp. 2025
31 slides from Eternal Materials's conference presentation, Mar 21, 2025
Slide 1: Eternal Materials
| » ETERNAL MATERIALS Elements of Infinite Possibilities
Slide 2: 2024 Fourth Quarter Operating Result & UV Curable Technology Market Trend and Prospect
2024 Fourth Quarter Operating Result & High Performance Materials：UV Curable Technology Market Trend and Prospect Presenter : B.C.Liu (Spokesperson) Director, H.Y. Wang (High Performance Materials Division) Date : 2025/03/21
Slide 3: Agenda
Agenda 1. 2024 Fourth Quarter Operating Result 2. High Performance Materials： UV Curable Technology Market Trend and Prospect
Slide 4: 2024 Fourth Quarter Operating Result
2024 Fourth Quarter Operating Result
Slide 5: Financial Information-Balance Sheets & Key Indices
Financial Information-Balance Sheets & Key Indices 2024 2023 2022 Unit：TWD Millions Amount % Amount % Amount % Cash and cash equivalents 8,370 13 7,624 13 6,671 11 and current financial assets Accounts receivable 15,447 25 15,213 26 17,132 29 Inventories 8,533 14 8,479 14 9,716 16 Financial assets 3
Slide 6: Financial Information-Statements of Comprehensive Income
Financial Information-Statements of Comprehensive Income 2024 2023 2022 Unit：TWD Millions Amount % Amount % Amount % Operating Revenue 44,191 100 42,452 100 49,014 100 Gross profit 8,824 20 8,147 19 10,163 21 Operating expenses (6,655) (15) (6,232) (15) (6,886) (14) Operating Income 2,170 5 1,915 5
Slide 7: Financial Information-Cash Flow Statements
Financial Information-Cash Flow Statements 2024 2023 2022 Unit：TWD Millions Amount Amount Amount Cash and cash equivalents at the 6,382 5,451 4,289 beginning of the year Cash flows from operating 4,612 6,514 6,581 activities Acquisition of property, plant (3,587) (3,149) (2,783) and equipment Increa
Slide 8: Sales Revenues & Gross Profits
Sales Revenues & Gross Profits Unit：TWD Millions Sales 4Q24 y/y q/q 營收 4Q23 1Q24 2Q24 3Q24 4Q24 Sales 10,759 10,021 11,570 11,334 11,267 Sales +4.7% -0.6% GP 毛利 4Q23 1Q24 2Q24 3Q24 4Q24 Gross +7.5% -1.3% Profits GP 2,061 2,164 2,198 2,246 2,216 GPM 19.2% 21.6% 19.0% 19.8% 19.7% 8
Slide 9: Performance by Segment
Performance by Segment TWD Millions 4Q Sales 4Q Operating Profits Sales % Others High Performance Materials Electronic Materials y/y q/q y/y q/q Resin Materials 0% 0% 0% 0% 26% 26% 27% 27% Resin Materials 5,428 -2% +1% 133 +37% +58% 27% 26% 25% 25% Electronic 2,802 -1% -1% 186 +10% -1% Materials 47%
Slide 10: High Performance Materials: UV Curable Technology Market Trend and Prospect
• High Performance Materials： UV Curable Technology Market Trend and Prospect Presenter : Director, H.Y. Wang (High Performance Materials Division) Date : 2025/03/21
Slide 11: UV Curable Technology Market Trend and Prospect
1. Introduction 2. UV Curable Technology 3. Market Trend and Prospect
Slide 12: Introduction
Introduction • Profile • Core Technology • Service Network • New Development • Production Sites • International Certificate
Slide 13: Profile
Profile Chairman Allen K. L. Kao Core Business Manufacturing, processing and sales Overall Sales Founding Employees Revenue Taiwan 5 China 14 1964 4,860 U SD$ 1,376 Production Sites million U SA 1 25 Th a i l a n d 1 Headcounts of Researcher R&D expenditures Notes 1 : Japan 2 Number of Employees on
Slide 14: Profile
Profile One of the leading One of three One of the leading suppliers of Dry largest UV curable film photoresist in Monomers & suppliers of the world. Oligomers material synthetic resin in suppliers. Asia. 14
Slide 15: 2024 Product Lines Sales Ratio
2024 Product Lines Sales Ratio Electronic Materials 25.5% Resins Materials 47.7% Dry Film Photoresist Dry Film Solder Mask Alkyd Resin、Solvent-Based UV INK Acrylic Coating Resin Dry Film Photosensitive Polyimide Water-Based Acrylic Coating Liquid Polyimide Material Resin Vacuum Lamin
Slide 16: Global Service Network
Global Service Network Central China(3) North Northeast Korea(1) USA(1) Changsha China(2) China(1) Suwon Virginia Wuhan Tianijn Yingkou Hubei Japan(2) Italy (1) Southwest China(3) Yokohama Milan Chengdu(1) Chong qing(2) India(1) Mumbai Taiwan (5) Kaohsiung(1) Chungli(2) T
Slide 17: Global Production Sites
Global Production Sites Central North Northeast Japan (2) USA (1) China(1) China (1) China(1) Kodama Virginia Yingkou Aichi Hubei Tianjin Southwest Taiwan (5) China (2) Kaohsiung(3) Italy (1) Chengdu Pingtung Milan New Taipei Chongqing Thailand (1) Bangkok South East China
Slide 18: Core Technology
Core Technology Resin New Materials PCB Functional Resin Synthesis Chemical Precision Formulation Processing Environment LCD UV IC 18
Slide 19: New Development
New Development High performance resin Biomaterials Advanced packing materials Diagnostic Enzymes for materials Organic-inorganic hybrid Molecular Biology materials Liquid Epoxy Molding Diagnostic Enzymes for Fluorocarbon polymer Compound Biochemistry of Blood Nano-structured polymer D
Slide 20: International Certificate
International Certificate ISO 13485 ISO 9001 ISO 50001 ISO 14046 ISO 14064 BS 8001 ISO 45001 ISO 14001 20
Slide 21: UV Curable Technology
UV Curable Technology • Feature • Sales Information • Related Industries • Eternal Capacity
Slide 22: UV Curable Technology - Feature
UV Curable Technology - Feature Performance Energy Economical UV Curable Materials Green Efficient 22
Slide 23: UV Curable Technology - Related Industries
UV Curable Technology - Related Industries Packaging Auxillary Raw Mercury Lamp/LED/ Cosmetic Photo-initiator Electron Beam...etc. Material ICT (E-) Automotive / UV Curable UV Curable Appliance (Methyl)Acrylic Material Application Acid / Furniture/ (Oligomer/ (Coating/Ink/ Glycol..etc Interior Deco
Slide 24: UV Curable Technology - Sales Volumes FY2021 - FY2024
UV Curable Technology - Sales Volumes FY2021 - FY2024 24
Slide 25: UV Curable Technology – Production Site & Capacity
UV Curable Technology – Production Site & Capacity Changshu, China Luchu, Taiwan Zhuhai, China Specialty Materials Production Sites 3 UV Materials (Capacity: 120,000 Mt/year) UV Coating (Capacity: 7,000 Mt/year) 25
Slide 26: Opportunity and Prospect
Opportunity and Prospect UV Curable Material Development Trend China Market Oversea Market Future Prospect
Slide 27: UV Curable Material Development Trend
UV Curable Material Development Trend Advantages of UV curable materials: UV curable technology, characterized by high efficiency, energy-saving, environmental friendliness, and cost-effectiveness, meets the operational needs of manufacturing industries—such as consumer electronics, renewable ener
Slide 28: China Market
China Market Trend of transforming to UV curable material is un-changed Although the market demand is affected by involution, export decrease, and end consumer retailing shrinkage, the trend of eco-friendly, high efficiency, new energy, and ICT development keep growing of UV curable industry. Ene
Slide 29: Oversea Market
Oversea Market Demand of each area is growing with dedicate industry EU and USA -- Stable • Market in EU and USA is matured, diversified, and stable. Market share of Eternal Specialty Material Division is not high, have potential to grow. Southeast Asia – Growing of Economy & Moving of Supply Ch
Slide 30: Future Prospect of UV Curable Material
Future Prospect of UV Curable Material Stay on top of sustainability and smart manufacturing • Energy saving, carbon emission reduction, and renewable will drive the growth of UV curable industry. Strengthen market leader position in China • Combine the industry development and industry evolutio
Slide 31: Eternal Materials
RH 4 ETERNAL MATERIALS Elements of Infinite Possibilities
Eternal Materials — Investor conference hosted by President Securities Corp. 2025 on 6ix