CO-TECH Development (8358) Investor presentation summary

Company profile and markets

• Founded in 1998; presentation cites 29 years of copper foil manufacturing experience and a mission to provide application-focused copper foil products and services.

• Target applications span HPC and AI computing, cloud and data centers, low-earth-orbit communications, microwave, satellite, base stations, automotive radar, consumer devices, aerospace, medical and military uses.

• Cited application reach exceeds 28 million data center systems, 8 million communication connections and 80 million vehicles; figures are actual values and not guaranteed.

Q3 financial performance

• Y26 Q3 NSB was NT$3,169.2M, up 13.0% QoQ and 59.6% YoY.

• Gross profit was NT$846.9M, with a 26.7% margin; YoY growth was 107.6%.

• Operating profit was NT$756.9M, with a 23.9% margin; YoY growth was 124.5%.

• PAT reached NT$607.9M, with a 19.2% margin, up 140.1% YoY; EPS was NT$2.41 versus NT$1.00.

YTD financial performance

• Y26 Q1–Q3 NSB was NT$8,506.0M, up 48.8% YoY.

• Gross profit was NT$2,342.1M, with a 27.5% margin versus 20.1% in Y25 Q1–Q3; YoY growth was 103.9%.

• Operating profit was NT$2,090.8M, with a 24.5% margin; YoY growth was 117.7%.

• PAT was NT$1,672.6M, up 144.1% YoY; EPS was NT$6.62 versus NT$2.71.