Yageo (2327) Corporate presentation summary

Company overview and strategy

• Headquartered in Taipei, with over 40,000 employees and more than 100 locations worldwide, generating $4B in annual revenue and holding over 2,000 patents.

• Mission focuses on delivering innovative, reliable solutions to enhance customer products for a safer, more efficient, and interconnected future.

• Strategy emphasizes organic growth and M&A, broad product offerings, technological advancement, customized services, and global expansion.

Market position and product portfolio

• Holds No. 1 global position in chip resistors and tantalum capacitors, No. 3 in MLCCs and inductors.

• Only provider covering all three main passive component pillars: resistors, capacitors, and inductors, with additional offerings in circuit protection, wireless components, and sensors.

• Products serve diverse sectors including automotive, industrial, IoT, telecom, computing, aerospace, and consumer electronics.

• Customer base includes major global brands, EMS, OEM/ODM, and leading distributors.

Recent mergers and financial highlights

• Completed acquisitions of Nexensos (EUR 79.4M, April 2023), Telemecanique Sensors (EUR 686M, Nov 2023), Chilisin (Jan 2022), KEMET (June 2020), and Pulse Electronics (Dec 2018).

• 2023 revenue reached NTD $107.6B, with 33.5% gross margin, 19% operating margin, EPS of NT $41.8, and ROE of 13.6%.