所屬合集： 投資人簡報案例
Elite Material Co., Ltd. (EMC, TWSE: 2383) Investor Presentation October 2026 - a 15-page English company-update deck filed on Taiwan's Market Observation Post System (MOPS) for an online investor conference (法說會) hosted by Goldman Sachs. It pairs headline 3Q26 financials (revenue of NT$ (New Taiwan dollars) 60,885 million, up 142.1% YoY; EPS NT$40.47; gross margin 37.7%) with EMC's case as the global No. 1 copper clad laminate (CCL) supplier, its upcoming substrate CCL ramp, technology roadmap, capacity expansion plan to 15.25M sheets/month by 2030, and sustainability goals.
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Elite Material Co., Ltd. (EMC, TWSE: 2383) Investor Presentation October 2026 - a 15-page English company-update deck filed on Taiwan's Market Observation Post System (MOPS) for an online investor conference (法說會) hosted by Goldman Sachs. It pairs headline 3Q26 financials (revenue of NT$ (New Taiwan dollars) 60,885 million, up 142.1% YoY; EPS NT$40.47; gross margin 37.7%) with EMC's case as the global No. 1 copper clad laminate (CCL) supplier, its upcoming substrate CCL ramp, technology roadmap, capacity expansion plan to 15.25M sheets/month by 2030, and sustainability goals.
每張幻燈片頁面的詳細視圖，包括版面、關鍵內容和視覺元素。
Cover slide with the EMC logo, the company name, the tagline 'Global Leader of High-end Eco-friendly Laminates', the date 'Presentation October 2026' and the corporate values Innovation, Globalization and Diversification. A QR code sits at bottom left.
Logo at top left, a full-width photo strip of five end markets (car cockpit, data center, smartphone, network switch, 5G city) set inside a navy band carrying the company name, with the subtitle and date centred below.
Standard forward-looking statements notice: projections on results, financial condition and prospects may differ from actual outcomes because of market demand, price fluctuations, competition, supply-chain issues, global economic conditions and exchange rates; EMC undertakes no obligation to update them.
Centred blue title with three justified paragraphs of grey body text on white; gradient footer bar with page number.
Six sections with page references: 01 3Q26 Financial Results (p.4), 02 Global Leader (p.7), 03 Substrate CCL Ramp Coming (p.10), 04 EMC's Unique Position (p.11), 05 EMC Advantages (p.12), 06 Sustainability Report (p.14).
Numbered list with large bold section numbers on the left, section names in the middle and page numbers on the right joined by dotted leader lines.
Selected income-statement items in NT$ millions. 3Q26 revenue 60,885 (2Q26 47,275; 3Q25 25,146; +28.8% QoQ, +142.1% YoY); gross profit 22,951 (+43.4% QoQ, +202.9% YoY); operating profit 18,687 (+46.7% QoQ, +274.5% YoY); income before tax 18,703; tax 4,204; net income 14,499 (+46.9% QoQ, +265.8% YoY). Basic EPS NT$40.47 vs 27.55 and 11.19. Gross margin 37.7% (33.9%, 30.1%), operating margin 30.7% (26.9%, 19.8%), net margin 23.8% (20.9%, 15.8%), return on equity 88.0% (74.3%, 39.3%).
Single grey rounded panel holding a five-column table (3Q26, 2Q26, 3Q25, QoQ, YoY), with the current-quarter column outlined by a red rounded rectangle; margin rows in bold below.
Selected balance-sheet items in NT$ millions with % of total assets. 3Q26: cash 29,679 (15.3%), receivables 82,775 (42.7%), inventory 27,084 (14.0%), PP&E 47,748 (24.7%), total assets 193,743 (vs 158,577 in 2Q26 and 97,187 in 3Q25); short-term debt 21,837, payables 49,942, long-term debt 22,447 (up from 12,089 in 2Q26), shareholders' equity 73,444 (37.9%). Key indices: A/R turnover 111 days (108; 121), inventory turnover 61 days (65; 65), current ratio 1.5x (1.4; 1.6).
Grey rounded panel with a three-period table, each period split into Amount and % columns; 3Q26 outlined in red; key indices listed beneath.
Headline: strong growth in Infrastructure reflects market share gains in high-end materials. Total 3Q revenue growth 29% QoQ and 142% YoY. QoQ by segment: Infrastructure +32%, Mobile Device +16%, Auto/Industrial/Others +25%. YoY by segment: Infrastructure +176%, Mobile Device +51%, Auto/Industrial/Others +105%.
Two side-by-side bar charts (QoQ left, YoY right), each with three coloured bars (blue, orange, grey) and the total growth rate called out in blue above.
EMC reached global No. 1 in the overall CCL market in 2025 with a 16.2% share of a US$18,676M laminate market (by revenue, mass-lam sales excluded; source Prismark, July 2026). Next: SYTECH 13.2%, Kingboard 12.4%, Nan Ya Plastics 7.4%, Doosan 6.2%, ITEQ 5.7%, Panasonic 5.7%, TUC 5.1%, Nanya New Material Technology 3.9%, GDM 3.1%, Resonac 2.6%, Zhejiang Huazheng 2.5%, Isola 2.0%, Mitsubishi Gas Chemical 1.8%, Rogers 1.7%, others 10.6%.
Title, italic blue subtitle and a grey banner, then a labelled pie chart with EMC's slice boxed in red; footnotes bottom left and the Prismark logo bottom right.
EMC has been the global No. 1 High-Speed Green (halogen-free) laminate provider since 2023 and kept the lead through 2025: 38.6% of a US$4,523M market, ahead of ITEQ 17.4%, TUC 16.4%, Doosan 11.9%, SYTECH 8.7%, Nan Ya Plastics 3.9%, Nanya New Material Technology 1.1% and others 2.0% (Prismark, July 2026).
Same template as page 7: banner, pie chart with a red EMC callout, market total below and Prismark logo.
EMC is the global No. 1 mSAP and HDI laminate provider, keeping the lead in 2025 for more than 20 years of leadership. HDI laminate market shares: EMC 70%, Doosan 16%, SYTECH 5%, ITEQ 4%, NanYa Plastic 3%, others small (by revenue; green denotes halogen-free; Prismark, July 2026).
Banner plus pie chart where EMC's light-blue slice takes most of the circle, red callout box, footnotes and Prismark logo.
A Venn diagram of the rigid laminate market with three circles: Substrate (Semiconductor), HDI (Mobile Devices) and HSD (Infrastructure). Check-mark counts rate EMC's standing (three = worldwide No. 1 supplier, two = major supplier, one = supplier): No. 1 in HDI and HSD, with a single check in Substrate marked by a red asterisk as the next ramp.
Three overlapping blue circles in the centre, orange check marks in each region, large red ticks beside HDI and HSD and a red asterisk beside Substrate, with a legend at right.
EMC claims to be the only substrate (laminate) maker outside Japan/Korea with 100% proprietary technology. Its technology timeline: HDI 1997, Anylayer HDI 2010, mSAP HDI 2017, IC Substrate 2020. Japan/Korea competitors cover the same steps; Taiwan and China competitors are shown stopping at HDI, with China competitors only beginning to move into IC substrate.
A large blue arrow timeline for EMC across the slide with a grey bar for Japan/Korea and shorter green dashed arrows for Taiwan and China competitors below.
AI infrastructures favour HDI and substrate technology. A grid maps Trends (highly integrated chipsets, higher data rate, higher power) to Design (HDI, high speed, hybrid stack-up) and Material requirements (low CTE, lower Df, multiple lamination), with HDI highlighted by a red starburst.
Three coloured row labels (Trends, Design, Material) on the left with a 3x3 grid of line icons and captions; red starburst around HDI.
World map of production sites (California US via Arlon Electronic Materials; Kunshan, Huangshi and Zhongshan in China; Guanyin, Taiwan; Penang, Malaysia). EMC calls itself the only Asian CCL supplier with US sales and production presence and claims dominant CCL capacity in Southeast Asia. Capacity table in laminate sheets per month: 5.85M total in 2026; 8.70M in 2027 (adding Kunshan 1.20M, Zhongshan 1.20M, Guanyin 0.30M, Penang 0.15M); 10.45M in 2028 (Huangshi 0.30M, Kunshan 0.55M, Zhongshan 0.90M); 11.95M in 2029 (Guanyin 0.60M, Zhongshan 0.90M); 15.25M in 2030 (Kunshan 0.60M, Penang 1.20M, Zhongshan 1.50M).
Capacity table down the left, a grey world map in the middle with yellow-tabbed site photo cards connected by lines, and capacity additions listed under each card.
EMC has maintained a top 6%-20% ranking in Taiwan's Corporate Governance Evaluation and, using 2023 as the base year, targets a 30% carbon reduction by 2030. The slide shows the cover of the 2025 EMC Sustainability Report (台光電子永續報告書).
Title with two italic blue headline statements and a large image of the sustainability report cover below.
Closing slide inviting questions; no other content.
Large centred 'Q & A' in bold navy on white, logo at top right and gradient footer.
關於此幻燈片和基礎簡報內容的常見問題。
It is a 15-page English deck from Elite Material Co., Ltd. (EMC, 台光電, TWSE: 2383) used at an online investor conference hosted by Goldman Sachs in October 2026. It combines 3Q26 financial results with EMC's market leadership, substrate CCL plans, technology roadmap, capacity expansion and sustainability targets.
The English file was filed on Taiwan's Market Observation Post System (MOPS) for the investor conference (法說會). Taiwanese listed companies usually file a Chinese version on MOPS as well; this page uses the English one.
Revenue was NT$ (New Taiwan dollars) 60,885 million, up 28.8% QoQ and 142.1% YoY. Net income was NT$14,499 million and basic EPS NT$40.47. Gross margin was 37.7%, operating margin 30.7% and return on equity 88.0%.
Citing Prismark (July 2026), the deck says EMC was global No. 1 in 2025 with 16.2% of the US$18,676M overall laminate market, 38.6% of the US$4,523M halogen-free high-speed laminate market and about 70% of the HDI laminate market.
Laminate capacity is planned to rise from 5.85M sheets per month in 2026 to 8.70M in 2027, 10.45M in 2028, 11.95M in 2029 and 15.25M in 2030, through additions in Kunshan, Zhongshan, Huangshi, Guanyin (Taiwan) and Penang (Malaysia).
It is a company-update deck for an investor conference rather than a full quarterly results deck. Only three slides cover 3Q26 numbers; the rest explain EMC's market position, the substrate CCL opportunity and its AI-infrastructure growth story.
Yes. The page offers the original PDF and an editable PPTX version, so you can reuse the layouts, such as the highlighted results table, the market-share pie charts and the capacity map, for your own investor or strategy deck.
Investors following AI-server and PCB supply chains, IR teams preparing a Taiwan-style investor conference deck, and analysts benchmarking laminate makers such as ITEQ, TUC, Doosan and Kingboard.
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