Pan Jit International Inc. · TWSE:2481

Pan Jit International — Non-Deal Roadshow (September 2026)

16 slides from Pan Jit International's roadshow presentation, Sep 21, 2026

  1. Slide 1: PANJIT International Inc

    PANJIT International Inc Copyright© 2026 PANJIT International Inc. All rights reserved.

  2. Slide 2: About PANJIT, 2026 Q2 Financial result, Automotive

    Sep. 2026 ◼ About PANJIT ◼ 2026 Q2 Financial result ◼ Automotive 2 Copyright© 2026 PANJIT International Inc. All rights reserved.

  3. Slide 3: PANJIT Group

    PANJIT International Inc. 2025 Revenue: NT$ 13.1Billion (2481.TW) Product: IC, MOSFET, SiC, Diodes, TVS, Zener, Bridge, Transistor, ESD Protection Application: Automotive, Medical, Green Energy, High Performance Computing, Consumer, IoT MILDEX Optical Inc. Champion Microelectronic Corp. 2025 Revenue

  4. Slide 4: PANJIT Overview

    PANJIT Overview IDM Design Capability NT$ 13.1 Billion Y2025 Revenue PANJIT semiconductor has been providing its comprehensive range of discrete products to global community for over 40 years. With continuous investment in packaging miniaturization, wafer 5 Worldwide Ranking capacity expansion, R&D

  5. Slide 5: PANJIT Global Footprint at a Glance

    PANJIT Global Footprint at a Glance China Shandong Germany China Munich Xuzhou China South Korea Wuxi / Suzhou Yongin China Shenzhen/ Hong Kong Japan Tokyo Japan U.S.A India Kyoto Phoenix Bangalore Taiwan Pune Taipei Hyderabad Taiwan Hsinchu Taiwan Taiwan Headquarters Kaohsiung Pynmax Kaohsiung Phil

  6. Slide 6: 2026 Q2 Consolidated Income Statement

    2026 Q2 Consolidated Income Statement Unit: M' NTD 2026 Q2 2026 Q1 QoQ 2025 Q2 YoY Revenue 3,955.6 3,421.2 15.6% 3,400.1 16.3% Gross Profit 1,314.1 1,120.0 17.3% 1,042.4 26.1% Gross Margin 33.2% 32.7% 0.5 ppts 30.7% 2.5ppts Sales Exp. 228.2 198.7 14.9% 181.6 25.7% Admin. Exp. 386.0 330.9 16.7% 286.6

  7. Slide 7: Income Statement Key Indices

    Income Statement Key Indices Revenue (Unit: M’ NTD) Gross Margin 3,955.6 40% 4,000 32.7% 33.2% 3,400.1 3,421.2 30.7% 3,500 30% 3,000 2,500 20% 2Q25 1Q26 2Q26 2Q25 1Q26 2Q26 Revenue Gross Margin Operating Profit Margin Net Profit Margin 15% 15% 13.3% 11.7% 10.1% 10% 9.0% 9.0% 10% 6.5% 5% 5% 2Q25 1Q26

  8. Slide 8: Balance Sheet & Key Indices

    Balance Sheet & Key Indices Selected items from Balances Sheets Unit: M' NTD 2026 Q2 2026 Q1 2025 Q2 Amount ％ Amount ％ Amount ％ Cash and Cash equivalents 2,549 8.1% 2,063 6.7% 2,178 7.8% Receivables 4,942 15.7% 4,455 14.6% 4,030 14.5% Inventories 3,033 9.6% 2,792 9.1% 2,538 9.1% Investments Accounte

  9. Slide 9: Balance Sheet Key Indices

    Balance Sheet Key Indices Cash from operating activities Inventories by Total Assets (Unit: M’ NTD) 15% 1,004 1,000 9.1% 9.1% 9.6% 624 10% 18 - 5% 2Q25 1Q26 2Q26 2Q25 1Q26 2Q26 Cash from operating activities Inventories by Total Assets A/R Turnover Days Inventory Turnover Days 120 110 105 112 100 99

  10. Slide 10: 2026 1H FY Financial Result

    2026 1H FY Financial Result Unit: M' NTD 1H26 1H25 YoY Revenue 7,376.7 6,471.8 14.0% Gross Profit 2,434.1 1,973.9 23.3% Gross Margin 33.0% 30.5% 2.5 ppts Sales Exp. 426.9 357.6 19.4% Admin. Exp. 716.9 562.4 27.5% R&D Exp. 456.2 485.2 -6.0% Operating Expenses 1,747.3 1,400.8 24.7% Operating Profit 68

  11. Slide 11: Market Segment

    Market Segment By Market Segment Application Field Communication 4% 1H’26 Power Supply* 12% Automotive Industrial & 35% Green Energy* Automotive Industrial & 13% Lighting, Infotainment, Green Energy* Pump, Body & Comfort, PV Inverter, Server fan, On Board Charger EV charger, Motor, DC fan, Computing

  12. Slide 12: Revenue by Product

    Revenue by Product By Product By Product 1H’ 26 1H’ 25 BJT SiC ESD Diode BJT SiC ESD Diode 4% 1% 4% 3% 1% 7% Switching 6% Switching 6% Zener MOSFET 6% MOSFET Zener 32% 33% 6% TVS 9% TVS 9% Rectifier Schottky Schottky 13% Rectifier 23% 25% 12% 12 Copyright© 2026 PANJIT International Inc. All rights r

  13. Slide 13: Revenue by Market Segment

    Revenue by Market Segment By Market Segment By Market Segment 1H’ 26 1H’ 25 Communication Communication Power Supply* 4% Power Supply 3% 12% 12% Automotive Automotive 33% 35% Industrial & Green Energy* Computing 13% 15% Computing* 16% Industrial & Green Energy Consumer Consumer 17% 20% 20% 13 Copyri

  14. Slide 14: Automotive

    Automotive 14 Copyright© 2026 PANJIT International Inc. All rights reserved.

  15. Slide 15: Automotive Business Y2026 H1

    Automotive Business Y2026 H1 Product Offering AEC-Q101 parts business trend 2K+ Parts Shipment 5.81B Pcs. in 2025 YoY: 40% HoH: 19% Worldwide 20+ Countries Serving over 300+ customers across the globe Y 2017 Y 2018 Y 2019 Y 2020 Y 2021 Y 2022 Y 2023 Y 2024 Y 2025 Y 2026, H1 15 Copyright© 2026 PANJIT

  16. Slide 16: YOUR COMPONENT OUR PROFESSION

    YOUR COMPONENT OUR PROFESSION

PANJIT International — Non-Deal Roadshow (September 2026) on 6ix