Adimmune Corporation · TWSE:4142
Adimmune — 2026 Mid-Year Investor Conference
14 slides from Adimmune's conference presentation, September 2026
Slide 1: Multi-Core Engines Driving Global Expansion
Adimmune Corporation ｜2026 Mid-Year Investor Conference Multi-Core Engines Driving Global Expansion September 2026 Agenda 01 Financial Results 02 Operational Development 03 Future Outlook
Slide 2: Disclaimer
Disclaimer Statements in this presentation regarding the Company’s business, financial position, Q&A responses, and views on future operations and industry development are based on information available as of today and are subject to risks and uncertainties. Key uncertainties include: • Regulatory a
Slide 3: Executive Summary
Executive Summary 1H2026 optimization and capacity readiness laid the foundation for the Q3/Q4 shipment peak. 12.6% Q3 / Q4 +50% Financial Profile Optimized Shipment Peak Begins International Progress Jan–Aug revenue reached NT$555mn Inspection / lot release began in International CDMO orders surged
Slide 4: Jan–Aug Revenue Up 12.6%; 2H Momentum Continues
Financial Results Jan–Aug Revenue Up 12.6%; 2H Momentum Continues Jan–Aug Cumulative Revenue FY2025 Revenue Seasonality (NT$100mn) 6.00 +12.6% Jan–Aug 35% Public flu vaccination starts in Oct.; Sep–Oct is the main shipment and 5.00 recognition period. 4.00 3.00 5.55 4.93 14.02 Overseas proprietary v
Slide 5: CDMO Share Rises; Revenue Mix Continues to Transform
Financial Results CDMO Share Rises; Revenue Mix Continues to Transform Jan–Aug Revenue Mix by Year CDMO 67% 100% 13% 10% CDMO Business Continues to Expand 90% 31% 5% 6% Up 8 percentage points from 80% approx. 59% in 2025. 70% 57% 21% 4% Technical Service Revenue 60% 16% 18% Service-type Revenue Shar
Slide 6: Gross Profit Turns Positive; Expense Control Supports Operational Improvement
Financial Gross Profit Turns Positive; Expense Control Supports Operational Results Improvement 2025 vs. 2026 Jan–Aug Financial Comparison (Internal Unaudited) Q3 Gross Profit Turns Positive 2026 Jan–Aug • Major customers began shipments in Q3, raising utilization. 54% Technical service revenue incr
Slide 7: Operational Development
07 Adimmune Corporation 2026 Mid-Year Investor Conference
Slide 8: Engine 1: International CDMO Scale-Up
Operational Development Engine 1: International CDMO Scale-Up Project Diversity and Backlog Protein Vaccines Protein Drugs Low-Molecular-Weight Heparin (LMWH)Anticoagulants High utilization and new tech-transfer projects help absorb fixed costs and lift gross margin. 08 Adimmune Corporation 2026 Mid
Slide 9: Engine 2: Southeast Asia Strategic Map
Operational Development Engine 2: Southeast Asia Strategic Map 2026: Macau EV71 vaccine license obtained Strategic Shift Full Focus on Southeast Asia: 2027: Vietnam, Thailand Brazil no longer accepts QIV, and TIV lacks EV71 submissions filed commercial viability. Resources are being refocused on hig
Slide 10: Core Manufacturing Platform & Automated Capacity
Operational Development Core Manufacturing Platform & Automated Capacity Automated Aseptic Fill- Finish Packaging Line Core Expansion Preparation & Sterilization Expand the third automated aseptic fill-finish packaging line (annual capacity up to 4 million Filling & Sealing doses). Technology Breakt
Slide 11: International Compliance and Quality Moat
Operational Development International Compliance and Quality Moat Rapid Execution Deep Foundation: Taiwan became the PPQ completed within 1 year 43rd PIC/S member in 2013, establishing Product license obtained in only a key threshold for entering ASEAN. 20 months. PIC/S US EU TFDA GMP FDA EMA Global
Slide 12: National Defense Resilience and Global Supply Chain Linkage
Operational National Defense Resilience and Global Supply Chain Development Linkage Strengthening Taiwan’s national pandemic resilience and bringing Taiwan-made biopharmaceuticals into the global pandemic supply chain. USA Canada Internal Two-way Integration External Strategic Linkage Taiwan Execute
Slide 13: 2H2026 Business Outlook Summary
Future Outlook 2H2026 Business Outlook Summary Shipment & Revenue International CDMO Expansion ASEAN Market Recognition Collaboration Shipment Peak Begins International CDMO Technology Platform Licenses Landing Ramp-Up Introduction Progressively Sep–Nov public vaccine Keep key-customer order Pursue
Slide 14: Investor Relations Contact Information
Investor Relations Contact Information https://www.adimmune.com.tw/tw/investor/agent