Yageo (2327) investor relations material

Business profile

• Founded in 1977 and headquartered in Taipei, with 39,000+ employees, 65 manufacturing facilities, R&D centers in 16 countries, and 1.1T parts sold annually.

• Manufacturing footprint spans 21 facilities in China, 8 in Taiwan, and 36 in other regions; product-level resilience is reviewed by part number.

• Broad portfolio covers capacitors, resistors, magnetics, sensors, circuit protection, power supplies, connectors, and other electronic components; products cover 90% of a typical low-voltage PCB BOM.

Q3 2026 performance

• Net sales were NT$49,532m, up 11.4% QoQ and 49.7% YoY; growth was broad-based across product lines, segments, regions, and channels.

• Gross margin was 41.0%, up 2.5 ppts QoQ and 4.8 ppts YoY; price adjustments and favorable AI product mix contributed, partly offset by higher input costs.

• Operating margin was 29.5%, up 3.1 ppts QoQ and 6.6 ppts YoY; EBITDA margin was 34.7%, up 2.4 ppts QoQ and 4.9 ppts YoY.

• Net income attributable to the parent was NT$11,981m, up 27.2% QoQ and 88.5% YoY; EPS was NT$5.83, up 27.2% QoQ and 88.4% YoY.

Sales mix

• Segment mix: Industrial 28.7%, Computing and Enterprise Systems 28.3%, Automotive 14.9%, Telecom 12.5%, Consumer 11.7%, and Aerospace, Defense and Medical 3.9%.

• Regional mix: APAC 53.4%, Americas 27.1%, and EMEA 19.5%; channel mix: distribution 48.9%, direct OEM 32.4%, and direct EMS 18.7%.