Magnate Technology (4541) Investor presentation summary

Global aerospace industry overview

• Commercial aviation market has seen a 4.7% average annual RPK growth from 1990 to 2025, with future scenarios projecting 3.6% to 4.1% annual growth.

• Aircraft demand is expected to double over the next 20 years, with around 42,000 new aircraft needed, 80% being narrow-body jets.

• Boeing and Airbus have significant backlogs, with delivery times stretching over 11 years for key models.

• Both manufacturers cover a wide range of market segments, from regional jets to large wide-body aircraft.

• Industry is shifting from metal to composite materials, with recent aircraft models featuring advanced composites.

Company product portfolio and certifications

• Supplies critical aerospace components such as engine parts, landing gear, actuators, and precision gearboxes for major aircraft and engine models.

• End customers include leading global OEMs and tier-1 suppliers, with products used in Boeing, Airbus, Bombardier, Embraer, and COMAC aircraft.

• Holds ISO 9001, AS9100D, and ISO 45001 certifications, and is accredited for multiple special processes including Nadcap.

• Special process capabilities include NDT, chemical processing, heat treatment, EDM, and shot peening, with ongoing development in coatings and thermal spray.

Market and operational updates

• 2026 YTD revenue reached NT$1.195 billion, up 34.21% YoY, with aerospace customer-supplied parts accounting for 48% of revenue.

• Aerospace self-procured parts revenue grew 85.10% YoY, and semiconductor equipment parts revenue rose 31.32% YoY.

• 2026 revenue mix is projected at 51% aerospace customer-supplied, 22% aerospace self-procured, 24% semiconductor, and 3% other.

• Maintenance and military business lines are expanding, with new high-temperature spray and zinc-nickel plating processes being implemented.

• Progressing on CMMC 2.0 cybersecurity certification, with key milestones achieved in 2025 and 2026.