PANJIT — Interim / Quarterly Report 2025

Dec 8, 2025

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PANJIT International Inc

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Nov. 2025

• About PANJIT

• 2025 Q3 Financial result

• ◼ Automotive

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PANJIT International Inc.

2024 Revenue: NTD$ 12.5 Billion (2481.TW)

Product: : IC, MOSFET, SiC, IGBT, Diodes, TVS, Zener, Bridge, Transistor, ESD Protection

Application: Automotive, Medical, Green Energy, High Performance Computing, Consumer, IoT

MILDEX Optical Inc.

2024 Revenue: NTD$ 990 Million (4729.TW) Product: Touch Panel, Display Application: Automotive, IPC, Military

ALLTOP Technology Co., Ltd.

2024 Revenue: NTD$ 3.2 Billion (3526.TW) Product: Connector, F cable, USB-Type C 3.1 Application: Automotive, Medical, Communication, Consumer

Group

Champion Microelectronic Corp.

2024 Revenue: NTD$ 816 Million (3257.TW)

Product: Power Management IC Application: Gaming PC/Adapter, Industrial PC, 5G Power

PANSTAR Semiconductor Co., Ltd

Product: ESD, MOSFET

Application: NB, PC, Automotive, Power Supply, Motor Driver

MetaWells Co., Ltd.

Product: Motor MCU, Power Management IC, Signal Chain IC

Application: AI/General computing, Motor Fan, Industrial PC, Consumer, Power Supply

2025 Q3 Consolidated Income Statement

Unit: M' NTD Revenue Gross Profit Gross Margin Sales Exp. Admin. Exp. R&D Exp. Operating Expenses Operating Profit Operating Margin Other Operating income and expense Income tax expense Net Profit Net Profit Margin EPS	2025 Q3 3,269.7 1,023.7 31.3% 181.2 311.3 252.7 747.4 276.3 8.5% 166.6 76.8 366.1 11.2% 0.79	2025 Q2 3,400.1 1,042.4 30.7% 181.6 286.6 238.7 700.1 342.3 10.1% 29.2 66.9 304.6 9.0% 0.66	QoQ -3.8% -1.8% 0.6 ppts -0.2% 8.6% 5.9% 6.8% -19.3% -1.6 ppts 470.5% 14.8% 20.2% 2.2 ppts 19.7%	2024 Q3 3,335.1 974.1 29.2% 192.9 282.7 259.4 739.6 234.4 7.0% 96.6 40.7 290.3 8.7% 0.66	YoY
					-2.0% 5.1% 2.1ppts -6.1% 10.1% -2.6% 1.1% 17.9% 1.5 ppts 72.5% 88.7% 26.1% 2.5 ppts 19.7%

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Income Statement Key Indices

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Revenue (Unit: M’ NTD)
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3,400.1
3,335.1
3,269.7
3,000
2,000
3Q24 2Q25 3Q25
Revenue
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Gross Margin

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40%
30.7% 31.3%
29.2%
30%
20%
10%
0%
3Q24 2Q25 3Q25
Gross Margin
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Operating Profit Margin

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15%
10.1%
8.5%
10%
7.0%
5%
0%
3Q24 2Q25 3Q25
Operating Profit Margin
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Net Profit Margin

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15%
11.2%
8.7% 9.0%
10%
5%
0%
3Q24 2Q25 3Q25
Net Profit Margin
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Balance Sheet & Key Indices

Selected items from Balances Sheets

Unit: M' NTD Cash and Cash equivalents Accounts Receivable Inventories Investments Accounted for Using Equity Method Net PP&E Total Assets Current Liabilities Non-Current Liabilities Total Liabilities Total Equity Key Indices A/R Turnover Days Inventory Turnover Days Cash from operating activities	2025 Q3 Amount ％ 2,251 7.7% 4,237 14.6% 2,597 8.9% 2,109 7.2% 6,869 23.6% 29,103 100.0% 7,495 25.8% 6,345 21.8% 13,840 47.6% 15,263 52.4% 110 103 (153)	2025 Q2 Amount ％ 2,178 7.8% 4,030 14.5% 2,538 9.1% 1,996 7.2% 6,881 24.8% 27,795 100.0% 7,914 28.5% 5,467 19.7% 13,381 48.1% 14,414 51.9% 106 100 1,004	2024 Q3
			Amount ％ 2,125 7.4% 4,431 15.5% 2,618 9.1% 2,106 7.3% 7,462 26.0% 28,671 100.0% 7,400 25.8% 6,088 21.2% 13,488 47.0% 15,183 53.0% 117 103 614

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Balance Sheet Key Indices

Cash from operating activities

(Unit: M’ NTD)

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1,004
800 614
(153)
(200)
3Q24 2Q25 3Q25
Cash from operating activities
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A/R Turnover Days

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130
117
120
110
110 106
100
3Q24 2Q25 3Q25
A/R Turnover Days
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Inventories by Total Assets

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15%
9.1% 9.1% 8.9%
10%
5%
3Q24 2Q25 3Q25
Inventories by Total Assets
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Inventory Turnover Days

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120
110
103 103
100
100
90
3Q24 2Q25 3Q25
Inventory Turnover Days
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2025 YTD 3Q FY Financial Result

Unit: M' NTD Revenue Gross Profit Gross Margin Sales Exp. Admin. Exp. R&D Exp. Operating Expenses Operating Profit Operating Margin Other Operating income and expense Income tax expense Net Profit Net Profit Margin EPS	1Q~3Q 25 9,741.5 2,997.6 30.8% 538.7 873.7 737.9 2,148.2 849.4 8.7% 349.6 215.8 983.1 10.1% 2.18	1Q~3Q 24 9,527.4 2,659.4 27.9% 537.9 788.7 703.2 2,032.6 626.8 6.6% 360.2 135.9 851.1 8.9% 1.87	YoY
			2.2% 12.7% 2.9 ppts 0.1% 10.8% 4.9% 5.7% 35.5% 2.1 ppts -2.9% 58.8% 15.5% 1.2 ppts 16.6%

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PANJIT Global Footprint at a Glance

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JP
US 1%
China
3%
Shandong
China
Germany
Xuzhou China
Munich
China South Korea SEA 54%
Wuxi / Suzhou Yongin 8%
China 9.7B NTD
Shenzhen/ Hong Kong Japan Korea
Tokyo New YTD 3Q25
Japan U.S.A 8% Revenue
India Phoenix
New Delhi New Taiwan Kyoto New
Bangalore Taipei EMEA
Pune Taiwan
10%
Hyderabad New Hsinchu TW
Taiwan
Taiwan 16%
Headquarters
Kaohsiung PYNMAX
Kaohsiung
Philippines
New Cabuyao New
Singapore
Headquarters Regional R&D Sites Front-End Back-End
Headquarters
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Market Segment

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BJT 3% SiC 1% By Product
ESD 4% 1Q~3Q’ 2025
Switching
6%
Zener 6%
MOSFET
33%
TVS 9%
Rectifier Schottky
25%
13%
By Market Segment
Communication 3%
Power Supply 12% 1Q~3Q’ 2025
Automotive 33%
Computing
17%
Industrial & Green
Consumer 20%
Energy 15%
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Application Field
Automotive Industrial &
Lighting, Infotainment, Green Energy
Pump, Body & Comfort, PV Inverter, Server fan,
On Board Charger
EV charger, Motor, DC fan,
Robot, Medical
Computing Power Supply
Notebook, Motherboard, PD Charger, Power
SSD, Server, Data center adapter, UPS
DC-DC Brick module,
ATX/Server Power
Consumer Communication
TV, White/Black goods, POE, Mobile, Base station
Game console, Printer,
Smart watch, PC camera
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Revenue by Product

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By Product By Product
1Q~3Q’ 2025 1Q~3Q’ 2024
BJT SiC BJT SiC
ESD ESD
3% 1% 3% 1%
4% 4%
Switching Switching
6% 6%
Zener Zener
Schottky
6% 6%
MOSFET 30%
33%
TVS
TVS
7%
9%
Rectifier
Rectifier 14%
MOSFET
13% Schottky
25% 29%
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Revenue by Market Segment

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By Market Segment
By Market Segment
1Q~3Q’ 2024
1Q~3Q’ 2025
Communication Communication
Power Supply 3% Power Supply 3%
12% 12%
Automotive
Automotive 30%
33%
Computing
Computing
15%
17%
Industrial & Industrial &
Consumer
Green Energy Consumer Green Energy 21%
15% 20% 19%
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Automotive
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Automotive Business Y2025 Q1-Q3

AEC-Q101 parts business trend

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YTD
3Q25
YoY
+18 %
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2017 Y 2018 Y 2019 Y 2020 Y 2021 Y 2022 Y 2023 Y 2024 Y 2025 Y, Q1 - Q3

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Product Offering
2K+ Parts
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Shipment
4.73B
Pcs. in 2024
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Worldwide
20+ Countries
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Serving over 300+ customers across the globe

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YOUR COMPONENT OUR PROFESSION

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