Nan Ya Plastics (1303) Q3 2026 earnings summary

Executive summary

• 3Q26 revenue, operating profit and EPS rose QoQ; electronic materials led results amid AI-related demand and constrained industry supply.

• 1Q–3Q26 EPS reached a record NT$10.07, supported by stronger core operations and equity-method investment income.

• 4Q26 consolidated revenue and overall performance are expected to exceed 3Q26, led by electronic materials.

Financial highlights

• 3Q26 consolidated revenue was NT$95.60bn, up from NT$83.65bn in 2Q26; 1Q–3Q26 revenue was NT$247.84bn vs NT$195.45bn in 1Q–3Q25; figures unaudited.

• 3Q26 operating profit was NT$11.36bn vs NT$2.37bn in 2Q26; 1Q–3Q26 operating profit was NT$33.41bn vs NT$18.31bn YoY; figures unaudited.

• 3Q26 pre-tax income was NT$47.22bn vs NT$30.76bn in 2Q26; 1Q–3Q26 pre-tax income was NT$94.06bn vs NT$0.62bn in 1Q–3Q25; figures unaudited.

• EPS was NT$4.90 in 3Q26 and NT$10.07 in 1Q–3Q26, both record periods; unaudited.

Outlook and guidance

• 4Q26 consolidated revenue is expected to rise further and overall performance to outpace 3Q26, supported mainly by high-tech electronic-material demand.

• Electronic-material high-end products are expected to enter concurrent shipment and qualification phases from 4Q, with production-line restarts and optimization supporting output and supply.

• Polyester films are expected to benefit from AI-server and electronics demand, while plastics demand is supported by infrastructure spending and housing construction activity.