Hon Precision Q3 2026 Investor Presentation

Cover: 2026Q3 Investor Presentation (2026/10)

Content

Title slide for Hon. Precision, Inc. (鴻勁精密股份有限公司), ticker TWSE 7769, reading '2026Q3 Investor Presentation (2026/10)', with a photo of the company headquarters building and the HON.PREC logo.

Layout Structure

Logo top left, ticker label and large spaced-out title on the left half, faded full-bleed building photograph on the right half, vertical '2026Q3 Investor Presentation' strip along the left edge, copyright footer.

Key Visual Elements

• •HON.PREC red and blue logo with Chinese company name
• •Headquarters building photo with sky
• •Red 'TWSE 7769' label
• •Vertical red side text with three red dots

Safe Harbor Notice

Content

Standard forward-looking statements disclaimer: projections, targets, estimates and business plans are forward-looking; actual results may differ due to market demand, price fluctuations, competition, changes in legal and government policies, financial market conditions and other factors; the company undertakes no obligation to update them.

Layout Structure

Bold blue heading with underline accent, three justified paragraphs of body text filling the slide, page number bottom right.

Key Visual Elements

• •Blue headline with red dot bullet mark
• •Justified text block
• •Footer copyright line

Agenda

Content

Three-part agenda: 01 Profitability, 02 Product Mix, 03 Key Developments. These three items also appear as navigation tabs in the top right of every content slide.

Layout Structure

Three hexagon-cropped images in a row (stock chart, headquarters building, hand on a holographic circuit tablet), each above a colored numbered pill (teal, red, yellow) and an italic label.

Key Visual Elements

• •Hexagon image frames with colored glow
• •Numbered pills 01 / 02 / 03
• •Top-right section tab navigation with 'Profitability' highlighted

Section Divider: Profitability

Content

Section opener for Profitability, listing two sub-topics: Profit Trends and Financial Statements.

Layout Structure

Large bold heading and two bullets on the white left side; right side is a stock-ticker chart photograph inside a sweeping blue arc.

Key Visual Elements

• •Blue curved arc framing a financial-market screen photo
• •Large black section title
• •Bullet list of sub-topics

Profit Trends

Content

Table of revenue (NT$ thousands), gross margin and EPS (NT$): 9M 2026 (Q1–Q3) revenue 40,713,157, gross margin 56.46%, EPS 93.47; full-year 2025 revenue 30,270,625, gross margin 56.54%, EPS 75.71; full-year 2024 revenue 13,992,344, gross margin 55.02%, EPS 32.95. A line chart tracks gross, operating and net margin from 25Q2 to 26Q3: gross margin stays roughly in the mid-to-high 50s (dipping near 52% in 25Q4), operating margin roughly 44–53%, and net margin roughly 36–44%; exact per-quarter values are not labelled on the chart.

Layout Structure

Left: three-row comparison table with the 9M 2026 row highlighted in red on pink; right: three-series line chart with legend and quarter labels.

Key Visual Elements

• •Highlighted red current-period row
• •Pink / purple / cyan margin lines
• •Quarterly x-axis 25Q2–26Q3

Financial Statements

Content

Condensed income statement in NT$ thousands. Q3 2026: revenue 16,194,191; gross profit 9,220,033 (56.9%); operating expenses 1,178,581 (7.3%); operating profit 8,041,452 (49.7%); net income 6,716,581 (41.5%). Q2 2026: revenue 13,793,769; gross profit 7,736,594 (56.1%); opex 1,050,389 (7.6%); operating profit 6,686,205 (48.5%); net income 5,476,251 (39.7%). Q3 2025: revenue 8,197,806; gross profit 4,730,231 (57.7%); opex 564,718 (6.9%); operating profit 4,165,513 (50.8%); net income 3,616,875 (44.1%). 9M 2026: revenue 40,713,157; gross profit 22,988,337 (56.5%); opex 2,900,629 (7.1%); operating profit 20,087,708 (49.3%); net income 16,817,098 (41.3%). Q3 revenue was up about 98% year on year and about 17% quarter on quarter.

Layout Structure

Wide comparison table: row labels on the left, then column pairs for 25Q3 (teal), 26Q2 (lavender), 26Q3 (pale pink) and 26Q1~Q3 (bold red block), each with value and percentage-of-revenue columns; unit note 'NT$ thousands' above.

Key Visual Elements

• •Color-coded period columns
• •Bold red cumulative 9M block
• •Percentage-of-revenue columns

Section Divider: Product Mix

Content

Section opener for Product Mix with one sub-topic: Order Mix.

Layout Structure

Same divider layout as page 4: title and bullet on the left, headquarters building photograph inside a blue arc on the right; 'Product Mix' tab underlined.

Key Visual Elements

• •Blue arc with building photo
• •Large section title
• •Highlighted navigation tab

Order Mix

Content

9M 2026 order mix by end market: AI / HPC / ASIC 78% (up from 72% in 2025; AI computing, server, networking, APU/GPU/CPU/FPGA); Automotive 9% (down from 11%; sensor, MCU, LiDAR); Mobile AP / Communication 7% (down from 10%; SiP, 5G OTA, power/PMIC, mobile phone/AP, RF devices); 3C Consumer 4% (down from 5%; AR glasses, LCD driver, CIS); Memory / MEMS 2% (flat at 2%; Flash/DRAM, accelerometer, gyroscope, barometer, light sensor, pressure sensor).

Layout Structure

Five equal vertical cards, each with a themed photo of a handler machine and a colored title, a large percentage, the change versus 2025 with an up / down / flat arrow, and a bullet list of applications; each card has a colored bottom bar.

Key Visual Elements

• •Five product cards with equipment photos
• •Large colored percentages
• •Trend arrows vs 2025
• •Color-coded bottom borders

Section Divider: Key Developments

Content

Section opener for Key Developments listing four topics: ATC Roadmap, Mega Tray Solution, CPO Solution and CPC Solution.

Layout Structure

Divider layout with a yellow arc framing a photo of an engineer working on test equipment; title and four bullets on the left.

Key Visual Elements

• •Yellow-green arc
• •Engineer and machine close-up photo
• •Four-item bullet list

Key Update: ATC Roadmap — Innovative Cooling for Next-Generation Testing Solution

Content

Active thermal control roadmap. Headline specs: power density from 100 to 500 W/cm², temperature range -70 to 175°C, cooling capacity from 1.5 kW to 25 kW. Liquid-cooled ATC 3 series (rapid temperature ramping, ~10 kW) covers roughly 25–125°C. Refrigerant-based ATC 8 series (high power, ~25 kW) covers -10 to 125°C with options down to -40°C and up to 175°C; ATC 5 series (full-range temperature control, ~10 kW) covers -70 to 125°C with an option up to 175°C. Next generation 12 kW (200 x 200 mm) in Q4 2026, then 25 kW future innovation in Q4 2027. Target applications: AI GPU & CPU, AI accelerators (HPC), CPC, NPO and CPO / silicon photonics.

Layout Structure

Horizontal temperature arrow from blue (-70°C) to red (175°C) in the middle; liquid product image and ATC 3 bar above, refrigerant product image with ATC 8 and ATC 5 bars below; three spec callout boxes at top; application icon strip and two-step timeline boxes at the bottom.

Key Visual Elements

• •Gradient temperature axis
• •Colored series bars with option extensions
• •Spec callout icons (chart, thermometer, snowflake)
• •Next Generation → Future Innovation timeline tags

Key Update: Mega Tray Solution — FT (HP-9050, HP-1050)

Content

New-model final-test (FT) handlers HP-9050 and HP-1050 for large packages over 120 x 150 mm. Mega tray formats: tray 380 x 387.6 mm with IC 360 x 360 mm, and tray 258 x 537.6 mm with IC 240 x 360 mm. Paired with full automation (option supporting OHT / AMR / lot cascade), the latest ATC system (ATC 3.7 / 8.5) and multi-AOI solutions for improved integrity.

Layout Structure

Left: product photo in a circular frame with a yellow 'New Model' hexagon and a spec box below; center plus sign; right: three hexagon feature badges (Full Automation, ATC System, Multi AOI Solutions) with short captions.

Key Visual Elements

• •Handler machine photo
• •Yellow 'New Model' badge
• •Blue, dark red and grey hexagon feature icons
• •Mega tray and IC spec box

Key Update: Mega Tray Solution — SLT (HP-3036), Support Up to 36 Test Sites

Content

New-model system-level test (SLT) handler HP-3036 for large packages over 120 x 150 mm, supporting up to 36 test sites. Same mega tray formats as the FT models (380 x 387.6 mm tray / 360 x 360 mm IC; 258 x 537.6 mm tray / 240 x 360 mm IC), full automation option with OHT / AMR / lot cascade, latest ATC system (ATC 3.7 / 8.5) and multi-AOI solutions.

Layout Structure

Mirrors page 11: product photo with 'New Model' badge and spec box on the left, plus sign, three hexagon feature badges on the right, red subtitle highlighting 36 test sites.

Key Visual Elements

• •SLT handler photo with multiple test chambers
• •Red '36 Test Sites' subtitle
• •Hexagon feature badges

Mega Tray FT/SLT ATC Handler with Automation Solution

Content

Handler + AMR: a row of HP-9050 handlers served by an autonomous mobile robot with a robotic arm. The solution has been implemented with a Taiwan OSAT and reduces manpower.

Layout Structure

3D render of three handlers in a line on a tiled floor with an AMR at the end; right side has a bordered 'Handler+AMR' label and two bullets with a people icon and red down arrow.

Key Visual Elements

• •Perspective render of handler line
• •AMR with robot arm
• •Manpower-saving icon with downward arrow

Key Update: CPO — INS4 OE Solution

Content

Test stack for co-packaged optics: from bottom up, ATE tester, load board, socket, substrate with optical engines (OE) and ASIC, cold plate and thermal system. An external laser source (ELS) feeds light through fiber to a fiber array unit (FAU), with an optical alignment stage on top; an inset shows several OE chiplets around an ASIC on the package.

Layout Structure

Colorful layered block diagram in the center, circular photo callouts on the left for the optical alignment stage, ELS instrument and test board, and a zoomed package inset on the right linked by a red arrow.

Key Visual Elements

• •Stacked 3D layer blocks
• •Dashed red box around OE/ASIC/substrate
• •Fiber link from FAU
• •OE-ASIC package inset

Key Update: CPC Solution

Content

Co-packaged copper test fixture: a chuck with alignment pins plus top sockets without alignment pins, with shims between them. An exploded view labels top socket, shim, alignment pin (installed on the chuck) and chuck; a render on the right shows an ASIC surrounded by copper cable connectors.

Layout Structure

One bullet at top; exploded-view CAD drawing with labeled callout arrows on the left; rendered ASIC with blue cable assemblies on the right.

Key Visual Elements

• •Exploded mechanical drawing
• •Callout labels with red arrows
• •ASIC with blue copper cable bundles

Smarter Chips. Efficient Tomorrow. Powered by Our Growth Drivers.

Content

Closing tagline slide: 'Smarter Chips. Efficient Tomorrow.' with the red italic line 'Powered by Our Growth Drivers.'

Layout Structure

Centered large two-line statement with a red italic third line over a faded circuit-board trace background in blue and red; full logo top left.

Key Visual Elements

• •Circuit trace graphics
• •Large bold tagline
• •Red italic emphasis line

Questions & Answers

Content

Q&A slide for the investor conference, showing only 'Questions & Answers' and the company logo.

Layout Structure

Centered title on a light hexagon-patterned background, logo top left, copyright footer.

Key Visual Elements

• •Large centered heading
• •Subtle hexagon background
• •Bilingual logo