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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Elite Material Co
Elite Material Co (2383) investor relations material
Elite Material Co Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Oct, 2026
Executive summary
Q3 2026 revenue was NT$60,885m, up 28.8% QoQ and 142.1% YoY; net income was NT$14,499m, up 46.9% QoQ and 265.8% YoY.
Gross margin reached 37.7%, operating margin 30.7%, and basic EPS NT$40.47.
Financial highlights
Gross profit was NT$22,951m, up 43.4% QoQ and 202.9% YoY; operating profit was NT$18,687m, up 46.7% QoQ and 274.5% YoY.
Income before tax was NT$18,703m and tax expense was NT$4,204m; net margin was 23.8%.
Outlook and guidance
Planned laminate capacity rises from 5.85m sheets/month in 2026 to 8.70m in 2027, 10.45m in 2028, 11.95m in 2029, and 15.25m in 2030.
Substrate CCL ramp is positioned as a coming growth phase, with semiconductor substrate listed as a worldwide #1 supply position.
Using 2023 as the base year, the target is a 30% carbon reduction by 2030.
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Latest events from Elite Material Co
- FY2023 growth, record margins, capacity expansion and uncertain fire recovery.2383
Q4 2023 - Q2 2026 saw record revenue and profit growth, with global market leadership and margin expansion.2383Q2 2026
- Q1 2026 revenue rose 52.5% YoY to NTD 33,067M, with EPS at NTD 14.90 and strong China growth.2383Q1 2026
- Strong revenue and profit growth in 2025, with major expansion and investment plans ahead.2383Q4 2025
- Q3 2025 delivered 44% revenue growth and 58% higher net income year-over-year.2383Q3 2025
- Q2 2025 delivered strong revenue and profit growth, with major expansion plans underway.2383Q2 2025
- Record Q3 2024 revenue and profit, driven by foreign sales and expansion projects.2383Q3 2024
- Q2 2024 net income soared 144% on record revenue, margin gains, and global expansion.2383Q2 2024
- Q1 2025 profit jumped 75% YoY, driven by expansion and high-end laminate market leadership.2383Q1 2025
Next Elite Material Co earnings date
Q4 202626 Feb, 2027
Elite Material Co
Next Elite Material Co earnings date
Q4 202626 Feb, 2027
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Frequently asked questions
Elite Material Co. Ltd, identified by its stock code 2383 on the Taiwan Stock Exchange, specializes in the manufacture, processing, and distribution of base materials essential for the printed circuit board (PCB) industry. The company's product lineup includes copper clad laminates (CCL), bonding sheets, multi-layer laminated boards, prepregs (PP), halogen-free laminates, metal-based laminates, as well as lead-free materials among others. These products find application in the creation of both double-sided and multi-layer PCBs, catering primarily to the Taiwanese market and other regions across Asia. The company is headquartered in Taoyuan, Taiwan, and its shares are listed on the Taiwan Stock Exchange.