SYNCMOLD — Investor Presentation 2024

Jun 6, 2024

International Professional Excellent

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Syncmold Enterprise Corp

2024/6

Syncmold Introduction

❖ Employee: 5,500

• ❖ 1Q24 Share Capital: NT$1.43B

❖ 1Q24 Book Value per Share: NT$51.3

❖ Major products: ❖ Electronic component application (Monitor/TV/AIO hinge & stand) ❖ Plastic moldling & Injection

• ❖ Aluminum and magnesium die-casting: Gatetech

• ❖ Precise hinge & stamping: Leohab

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Global Monitor Industry Forecast

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Shipments (Million)
145
139
135
128 128
125
2019 2020 2021 2022 2023 2024(F)
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Source: Trendforce , 1Q 2024

Revenue Breakdown

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2022 2023
3%
7%
18%
16%
7%
60%
63%
9%
9%
8%
Monitor AIO TV Subsidiaries Others
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Revenue Breakdown

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1Q23 1Q24
10% 8%
20%
18%
59%
58%
6% 4%
9%
9%
Monitor AIO TV Subsidiaries Others
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Manufacturing Sites

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Leohab-Thailand(70%)：stamping, heat dissipation components, Low Earth Orbit Satellites, Hand Tools

Suzhou: Qisda, Pegatron, Compal, Quanta Kunshan: self-made

Gatetech-Suzhou(73%): die-casting Leohab-Suzhou(70%): stamping, Low Earth Orbit Satellites Chongqing: Foxconn, Quanta, Inventec

Fuzhou: TPV, L&T Fujian: TPV, L&T, self-made Fuqing: self-made DongGuang: self-made, Funai Zhongshan: Wistron, SONY Taoyuan: assembly, automation Gatetech-Taoyuan(73%): die-casting Leohab-Taichung(70%): stamping Highgrade(38%): TV wall bracket, medical cart Vietnam：Qisda, Wistron

Revenue and Profit Overview

Revenue(NT$B),EPS(NT$),GM(%)

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Revenue EPS GM%
26.4 26.3
22.1
16.6
15.7
10.2
9.8
9.7
8.8
8.6
7.81
7.61
5.12
3.00
2.03
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2019

2021

2020

2022

2023

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Quarterly Revenue and Profit Overview
Revenue(NT$B),EPS(NT$),GM(%)
29.2
25.4
25.0
19.6
17.0
2.5
2.3
2.2 2.1
2.03
1.8
1.73
1.38
1.30
0.30
1Q23 2Q23 3Q23 4Q23 1Q24
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Deliver Higher ROE

2017-2023 Avg. pre tax ROE( income before tax/equity)

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18% 18%
15%
12%
Syncmold Hinge Electronics component TWSE
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Note: given only pre-tax profit data disclosed from TWSE, we use pre tax ROE to be benchmark
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Competitive Advantage

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Business
Advantage
Strong
management ability
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Patent advantage Obtained more than 140 patents in Y2022, with 925 accumulated patents.

Stable relationship with customers Long-term cooperation with brand clients, leading and formulating industrial specifications, and providing customized products and stable supply.

Strong management ability Deliver higher ROE than peers as well as sufficient and stable free cash flow.

Strategy and Prospect

Long-term Goal Expand the operational scale of the group and enhance profitability.

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• Integrate Customer Resources and Expand Collaborative Projects

• Diversify Product Applications

• • Mitigate Production Risks in Single Regions

Short-term Goal

Boost Competitiveness and Strengthen Long-term Operations

• Continuously Focus on Innovation and R&D

• Expand New Product Applications

• Broaden Business Reach

• Optimize Production Configuration and Efficiency

Syncmold Enterprise Corp

Q & A

Thank You for Listening

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