Acter (5536) investor relations material

Executive summary

• Achieved record-high revenue and EPS, with revenue surpassing NT$24.98 billion and EPS reaching NT$23.73 in 2026H1, supported by a robust backlog and strong performance in core segments.

• Maintains a leading position in the semiconductor ecosystem, with a diversified business spanning electromechanical engineering, cleanroom integration, and energy-saving systems.

• Global operations with 34 companies across 11 locations, emphasizing local service and rapid project delivery.

Financial highlights

• Operating revenue increased from NT$19.46 billion in 2025H1 to NT$24.98 billion in 2026H1, a 28% year-over-year growth.

• Gross profit margin improved to 23% in 2026H1 from 19% in 2025H1.

• Net profit after tax attributable to owners rose from NT$1.50 billion in 2025H1 to NT$2.49 billion in 2026H1.

• Cash and cash equivalents increased from NT$10.72 billion at 2025/06/30 to NT$15.70 billion at 2026/06/30.

• Maintains an average 7% dividend yield and a 71% payout ratio (excluding 2013-14), with a 2025 full-year dividend of NT$20.00 per share.

Outlook and guidance

• Backlog remains at historical highs, supporting future operations and revenue visibility.

• Cleanroom technology and edge AI markets are projected to grow at CAGRs of 5.97% and 24.7%, respectively, through 2032 and 2030.

• Asia-Pacific region identified as the fastest-growing market for cleanroom technology.

• Strategic focus on leveraging core technologies, integrating talent, and expanding regional opportunities.