Far Eastern New Century (1402) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
5 Oct, 2026Textile innovation and circularity
Power X Nylon 6,6 yarn delivers up to 40% fabric stretch, twice conventional textured yarn, without Spandex; mono-material construction supports textile-to-textile recycling.
AeroZon uses petal-shaped fibers and body-mapped knitting for moisture management and breathability; LoopFlex combines mono-material stretch fabric with patented 3D embossing and low-temperature processing.
Electronic-waste-to-R-PET solution spans chips, film, fiber and laminated fabric, with electronic-waste input shown at 3,000 tons/year.
Circularity platform includes rPET, rTPEE, CCU PET and bio-based materials, alongside sorting, depolymerization, purification and repolymerization processes.
Sports fabrics combine functional yarns, engineered cross-sections and breathable 3D knits for strength, lightweight stretch, quick drying and moisture wicking.
1H26 financial performance
1H26 EPS was NT$1.15, up 74% YoY, driven by operational recovery and portfolio optimization initiatives.
2Q26 consolidated revenue was NT$69.3B, up 15% YoY; operating profit was NT$5.22B, up 44% YoY.
Production Business returned to profitability; 2Q26 operating profit reached NT$1.1B, its highest quarterly result since 2022, versus a NT$1.2B loss in 2025.
1Q26 real-estate disposal in Taoyuan generated a ~NT$1.9B gain; Investment Business and rental income supported recurring operating stability.
Green revenue and shareholder returns
1H26 green product revenue was NT$24.2B, 35% of Production Business revenue; total green revenue was NT$24.8B, 19% of consolidated revenue.
Cash dividend was NT$1.25 per share at an 81% payout ratio, extending the dividend record to 59 consecutive years.
Latest events from Far Eastern New Century
- EPS surged 74% YoY in 1H26, with green products and sustainability driving growth.1402
Investor presentation - H1 earnings rose, but substantial investee balances remained outside the auditors’ review.1402
Q2 2026 - EPS up 33% YoY to NT$0.61 in 1Q26; net income rose 22% despite a 3.8% revenue drop.1402
Q1 2026 - Revenue and profit grew, supported by telecom, green products, and major acquisitions.1402
Q2 2024 - 2024 saw 5% revenue growth, 22% higher net income, and major events including a plant incident.1402
Q4 2024 - Net income rose 20% on higher revenue, telecom growth, and increased green business share.1402
Q3 2024 - 1H25 saw lower earnings amid production challenges, but green revenue and gross margin improved.1402
Q2 2025 - Net income surged up to 47% in 1Q25, driven by margin gains and green product growth.1402
Q1 2025 - Revenue and net income fell on production headwinds, but telecom and green segments outperformed.1402
Q3 2025