Grand Process Technology (3131) Investor presentation summary

Business portfolio and priorities

• Portfolio spans wet-process equipment and chemical delivery, wet-process chemistry, metrology and inspection, wafer transfer, and semiconductor software services.

• Recent priorities: expand production capacity, strengthen global operations, and improve productivity.

• Applications cover wafer sizes from 75mm to 300mm, advanced packaging including 2.5D, 3D, hybrid bonding and HBM, plus automotive, SiC, GaAs/GaN, CIS, InP and micro LED.

Financial performance

• 3Q26 revenue was 2,221 MNTD, up 28.7% QoQ and 48.7% YoY; gross profit was 813 MNTD, up 21.1% QoQ and 33.6% YoY.

• 3Q26 operating net profit was 488 MNTD, up 33.7% QoQ and 53.8% YoY; net profit was 387 MNTD, up 19.9% QoQ and 27.7% YoY.

• 3Q26 EPS was NT$13.39, up 20.0% QoQ and 28.8% YoY; gross margin was 36.6%, operating margin 22.0%, and pretax margin 21.9%.

• Q1–Q3 2026 revenue was 5,544 MNTD, up 27.0% YoY; net profit was 1,171 MNTD, up 53.4%, and EPS was NT$40.66, up 55.3%.

• Q1–Q3 2026 gross margin was 36.5%, down 4.2 percentage points YoY; operating margin was 19.2%, down 3.8 points, while pretax margin was 26.6%, up 3.9 points.

R&D investment

• 2025 R&D expense was 345,318 KNTD, equal to 5.30% of revenue; 2024 R&D expense was 323,851 KNTD and 7.95% of revenue.