Aerospace Industrial Development Corp. · TWSE:2634
Aerospace Industrial Development — H1 2026 Earnings Presentation
14 slides from Aerospace Industrial Development's earnings presentation, Aug 20, 2026
Slide 1: AIDC Investor Conference (2634)
AIDC Investor Conference (2634) Aerospace Industrial Development Corporation August 20, 2026
Slide 2: Outline
1. Market Outlook Outline 2. Operational Highlights 3. Financial Performance 4. Prospects & Conclusion 1
Slide 3: Market Outlook: NT$63.4 Billion Budget for Unmanned Vehicle Industry
Market Outlook Defense – NT$63.4 Billion Budget Passed to Support the Unmanned Vehicle Industry 1. On August 14th, the Legislative Yuan passed the central government general budget, Strong growth in including the NT$63.4 billion budget for the unmanned vehicle industry drone industry development and
Slide 4: Market Outlook: Unmanned Vehicle Act Drives National Defense Procurement
Market Outlook Defense – Unmanned Vehicle Act Drives National Defense Procurement 1. On June 18th, the Executive Yuan approved a draft special act on the procurement of indigenous unmanned defense systems. The plan is to allocate a budget of up to NT$210 billion from August 2026 through December 203
Slide 5: Market Outlook: Global Aircraft and Engine Market Outlook
Market Outlook Commercial Market－Global Aircraft and Engine Market Outlook 1. Commercial aircraft：Airbus & Boeing Global Market Forecast (2026-2045): New Deliveries Passenger Traffic Single Aisle 42,060- Long Term CAGR 33,545-33,920 43,625 3.9-4.0 % (over 70%) 2. Business Jet: Honeywell 3. Aero Engi
Slide 6: Winning the Coast Guard Shipborne Drone Contract
Operational Highlights Winning the Coast Guard Shipborne Drone Contract, Expanding Drone Business Portfolio 1. On July 3rd, the government procurement website announced that the Coast Guard Administration Fleet Branch of the Ocean Affairs Council awarded a contract worth NT$1.2 billion for 12 shipbo
Slide 7: Securing NT$22 Billion in Orders at Farnborough Airshow
Operational Highlights Securing NT$22 Billion in Orders at Farnborough Airshow, Boosting Growth Momentum 1. AIDC achieved significant success at the Farnborough Airshow, securing over NT$22 billion in new orders in commercial aviation and engines from multiple major aerospace manufacturers. 2. AIDC
Slide 8: Collaborating with Moog for Exclusive Distribution Rights
Operational Highlights Collaborating with Moog, Obtaining Exclusive Distribution Rights for Military Aircraft System Components 1. At the Farnborough Airshow, AIDC secured an agreement with Moog to extend the exclusive Taiwanese distribution rights for AIDC USA LLC until 2031, reinforcing a strong p
Slide 9: First Collaboration Between Taiwan and UK Drone Industries
Operational Highlights First Collaboration Between Taiwan and UK Drone Industries 1. The “Taiwan Excellence Drone International Business Opportunities Alliance” (TEDIBOA) signed an MOU with the UK trade association ADS Group on July 23rd, establishing an industry exchange platform for UAV R&D and ma
Slide 10: Advanced Composite and Smart Manufacturing Expertise
Operational Highlights Demonstrating Advanced Composite and Smart Manufacturing Expertise to Drive International Business 1. AIDC exhibited thermoplastic composite rib and overmolding panel at “JEC Forum Southeast Asia 2026,” showcasing our advanced manufacturing capabilities and commitment to “ligh
Slide 11: Financial Performance 2026 vs. 2025 H1
Financial Performance 2026 VS. 2025 H1 H1 2026 profit grew year-over-year, driven by Defense sector following an adjustment to the AJT project fine, as well as the continued recovery in global travel demand, which benefited the Commercial business. 2026H1 2% Sales ITEM 2025.Q2 2026.Q2 2025.H1 2026.H
Slide 12: Prospects & Conclusion: Aerospace Core, Transformative Innovation
Prospects & Conclusion Aerospace Core, Transformative Innovation Guided by “Aerospace Core, Transformative Innovation,” AIDC continues to align with national defense and resilient energy policies, accelerating expansion into new fields, and broadening commercial aviation business with upgraded produ
Slide 13: Disclaimer
Disclaimer 1. This presentation may contain predictions, estimates or other information that might be considered forward-looking which are subject to significant risks and uncertainties. Actual results may differ and will be disclosed via the “Market Observation Post System.” 2. All copyrights reser
Slide 14: Q&A
Q&A 漢 翔 航 空 工 業 股 份 有 限 公 司 Aerospace Industrial Development Corporation
Aerospace Industrial Development — H1 2026 Earnings Presentation on 6ix