Yankey Engineering (6691) Investor presentation summary

Company profile

• Established in June 1980, with a diversified investment structure including subsidiaries in Vietnam, China, Thailand, Malaysia, Singapore, and the USA.

• Capital base of NTD 1,214,872K, with significant overseas presence and expansion in recent years.

• Core services include civil, structural, architectural, mechanical, electrical, plumbing, HVAC, cleanroom systems, and EPC turnkey solutions.

• Project flow covers planning, design, procurement, construction, system integration, commissioning, and after-sales service.

• Specialized teams for CSA, MEP, and cleanroom design and construction ensure comprehensive project execution.

Operational overview

• Revenue grew from NT$10,659 million in 2021 to NT$22,352 million in 2025, with H1 2026 revenue at NT$18,111 million.

• Gross profit margin ranged from 14.5% to 19.8% over the past five years.

• Overseas revenue share increased, with Taiwan accounting for 74.9% in H1 2026, down from 88.7% in 2022.

• Semiconductor industry remains the largest revenue contributor, accounting for 60.3% in H1 2026.

• Employee count reached 1,095 by August 2026, with 71% based in Taiwan and significant presence in Southeast Asia.

Financial performance

• Net income after tax rose from NT$956.8 million in 2021 to NT$2,985.5 million in 2025, with H1 2026 at NT$2,316.7 million.

• EPS increased from 11.37 in 2021 to 24.76 in 2025.

• Dividends per share grew from 11.00 in 2021 to 22.00 in 2025.

• Total assets reached NT$26,516 million as of June 2026, with current assets comprising 96%.

• Cash and cash equivalents increased to NT$8,327.9 million by June 2026.