AI assistant
PANJIT Investor Presentation 2026
52114_rns_2026-05-15_9ad5c1c7-9887-44ea-9b41-a9b9f1f76cb8.pdf
Investor Presentation
Open in viewerOpens in your device viewer
PANJIT
SEMI
CONDUCTOR
PANJIT International Inc
4
速成四+！重木乐
COPYRIGHT 2026
Copyright© 2026 PANJIT International Inc. All rights reserved.
Copyright© 2026 PANJIT International Inc. All rights reserved.
PANJIT
SEMI
CONDUCTOR
May. 2026
- About PANJIT
- 2026 Q1 Financial result
- Automotive
2
PANJIT Overview
IDM Design Capability
PANJIT semiconductor has been providing its comprehensive range of discrete products to global community for over 40 years. With continuous investment in packaging miniaturization, wafer capacity expansion, R&D in advanced high power discrete solution and IC design capability, PANJIT is the brand name that customers can depend on to be life-long partner of discrete semiconductor components and total solution provider.
Copyright© 2020 PANJIT International Inc. All rights
PANJIT International Inc.
2025 Revenue: NT$ 13.1 Billion (2481.TW)
Product: IC, MOSFET, SiC, Diodes, TVS, Zener, Bridge, Transistor, ESD Protection
Application: Automotive, Medical, Green Energy, High Performance Computing, Consumer, IoT
MILDEX Optical Inc.
2025 Revenue: NT$ 1.1 Billion (4729.TW)
Product: Touch Panel, Display
Application: Automotive, IPC, Military
ALLTOP Technology Co., Ltd.
2025 Revenue: NT$ 3.9 Billion (3526.TW)
Product: Connector, F cable, USB-Type C 3.1
Application: Automotive, Medical, Communication, Consumer
MetaWells Co., Ltd.
Product: Motor MCU, Power Management IC, Signal Chain IC
Application: AI/General computing, Motor Fan, Industrial PC, Consumer, Power Supply
Copyright © 2026 PANJIT International Inc. All rights reserved.
Champion Microelectronic Corp.
2025 Revenue: NT$ 1.1 Billion (3257.TW)
Product: Power Management IC
Application: Gaming PC/Adapter, Industrial PC, 5G Power
PANSTAR Semiconductor Co., Ltd
Product: ESD Protection
Application: NB, PC, Server, TV/Monitor, Networking
2026 Q1 Consolidated Income Statement
| Unit: M' NTD | 2026 Q1 | 2025 Q4 | QoQ | 2025 Q1 | YoY |
|---|---|---|---|---|---|
| Revenue | 3,421.2 | 3,352.5 | 2.0% | 3,071.7 | 11.4% |
| Gross Profit | 1,120.0 | 1,095.4 | 2.2% | 931.5 | 20.2% |
| Gross Margin | 32.7% | 32.7% | 0 ppts | 30.3% | 2.4ppts |
| Sales Exp. | 198.7 | 231.8 | -14.3% | 176.0 | 12.9% |
| Admin. Exp. | 330.9 | 348.3 | -5.0% | 275.8 | 19.9% |
| R&D Exp. | 223.0 | 237.3 | -6.0% | 246.5 | -9.5% |
| Operating Expenses | 897.6 | 833.5 | 7.7% | 700.7 | 28.1% |
| Operating Profit | 222.3 | 261.9 | -15.1% | 230.8 | -3.7% |
| Operating Margin | 6.5% | 7.8% | -1.3 ppts | 7.5% | -1.0 ppts |
| Other Operating income and expense | 179.0 | 217.8 | -17.8% | 153.8 | 16.4% |
| Income tax expense | 92.0 | 72.4 | 27.1% | 72.1 | 27.6% |
| Net Profit | 309.3 | 407.3 | -24.1% | 312.5 | -1.0% |
| Net Profit Margin | 9.0% | 12.2% | -3.2 ppts | 10.2% | -1.2 ppts |
| EPS | 0.75 | 0.94 | -20.2% | 0.72 | 4.2% |
Copyright© 2026 PARLIT International Inc. All rights reserved.
Income Statement Key Indices
Revenue (Unit: M' NTD)
Gross Margin
Operating Profit Margin
Net Profit Margin
Copyright© 2018 PARLIT International Inc. All rights reserved.
Balance Sheet & Key Indices
Selected items from Balances Sheets
Unit: M' NTD
| 2026 Q1 | 2025 Q4 | 2025 Q1 | ||||
|---|---|---|---|---|---|---|
| Amount | % | Amount | % | Amount | % | |
| Cash and Cash equivalents | 2,063 | 6.7% | 2,129 | 7.2% | 2,298 | 7.8% |
| Receivables | 4,455 | 14.6% | 4,245 | 14.4% | 4,358 | 14.7% |
| Inventories | 2,792 | 9.1% | 2,549 | 8.6% | 2,713 | 9.2% |
| Investments Accounted for Using Equity Method | 2,390 | 7.8% | 2,219 | 7.5% | 2,088 | 7.0% |
| Net PP&E | 6,776 | 22.1% | 6,856 | 23.2% | 7,215 | 24.4% |
| Total Assets | 30,592 | 100.0% | 29,519 | 100.0% | 29,621 | 100.0% |
| Current Liabilities | 9,238 | 30.2% | 7,519 | 25.5% | 8,293 | 28.0% |
| Non-Current Liabilities | 5,509 | 18.0% | 5,873 | 19.9% | 5,894 | 19.9% |
| Total Liabilities | 14,748 | 48.2% | 13,392 | 45.4% | 14,188 | 47.9% |
| Total Equity | 15,845 | 51.8% | 16,127 | 54.6% | 15,434 | 52.1% |
Key Indices
| A/R Turnover Days | 112 | 112 | 116 |
|---|---|---|---|
| Inventory Turnover Days | 105 | 103 | 114 |
| Cash from operating activities | 18 | 752 | (183) |
Copyright© 2026 PANTIT International Inc. All rights reserved.
Balance Sheet Key Indices
Cash from operating activities
(Unit: M' NTD)
Inventories by Total Assets
A/R Turnover Days
Inventory Turnover Days
Copyright© 2020 PANLIT International Inc. All rights reserved.
PANJIT Global Footprint at a Glance
Copyright© 2020 PANJIT International Inc. All rights reserved.
Note: Sales Region
10
Market Segment
*Artificial Intelligence Segment 11%
By Product Q1'26
Automation Field
Industrial & Green Energy*
PV Inverter, Server fan, EV charger, Motor, DC fan, Robot, Medical
Power Supply*
PD Charger, Power adapter, UPS DC-DC Brick module, ATX/Server Power
Consumer
TV, White/Black goods, Game console, Printer, Smart watch, PC camera
Communication
POE, Mobile, Base station
Application Field
Revenue by Product
By Product Q1' 26
By Product Q1' 25
Copyright© 2018 PARLIT International Inc. All rights reserved.
Revenue by Market Segment
By Market Segment
Q1' 26
By Market Segment
Q1' 25
Copyright© 2018 PARLIT International Inc. All rights reserved.
PANJIT
SEMI
CONDUCTOR
Self-Driving
Automotive
Copyright© 2026 PANJIT International Inc. All rights reserved.
14
Automotive Business Y2026 Q1
AEC-Q101 parts business trend
YoY: 43%
Serving over
300+
customers across the globe
PANJIT
SEMI
CONDUCTOR
YOUR COMPONENT OUR PROFESSION
