Taiwan Sakura (9911) Investor presentation summary

Company profile and structure

• Founded in 1978, with production bases in Taiwan, China, and Vietnam, employing over 2,600 people globally.

• Paid-in capital is NTD 2.21 billion, with a diversified investment structure including subsidiaries in Singapore, BVI, and Cayman.

• Operates over 10,000 sales locations in China, 3,500 in Taiwan, and 2,000 in Vietnam.

• Multi-brand strategy includes Sakura, Topax, and agency for international brands like Electrolux.

• Focuses on innovation, quality, and service, with over 500 patents and more than 200 R&D personnel.

Business strategy and innovation

• Growth driven by brand strength, product competitiveness, and expansion into new markets and products.

• Emphasizes smart, energy-efficient products and integrated home solutions (appliances, cabinets, renovation).

• Data-driven innovation with AI-enabled kitchen appliances and smart service platforms.

• Channel transformation through expanded store network, advanced optimization, and enhanced consumer journey.

• Service optimization via digital platforms, QR code activation, and big data for maintenance and customer care.

Operational overview and market position

• 2024 total revenue reached NT$9.6bn, with 58% from water heaters and kitchen appliances, and 28% from kitchen solutions.

• Strong presence in Taiwan with a 73% household penetration rate and dual-brand strategy for different market segments.

• Leading market shares in gas water heaters, range hoods, and gas stoves, with stable or growing sales volumes.

• Integrated kitchen solutions and partnerships with property developers drive growth in both retail and project channels.

• Overseas expansion focuses on China (automation, channel optimization) and Vietnam (distribution, brand awareness).