Fortune Electric Co., Ltd. · TWSE:1519
Fortune Electric — Investor Presentation (December 2025)
23 slides from Fortune Electric's investor presentation, Dec 12, 2025
Slide 1: FORTUNE ELECTRIC CO., LTD. 2025 Investor Conference
FORTUNE ELECTRIC CO., LTD. 2025 Investor Conference (TWSE Code 1519) 2025/12/12 1
Slide 2: Safe Harbor Notice
Safe Harbor Notice This Presentation contains certain forward-looking statements that are based on current expectation and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. Except as requi
Slide 3: Company Overview
1 Company Overview Type of Business:Heavy Electric Establishment:Aug. 26th, 1969 Type of TWSE:Listed Lising Date:April 6th, 1997 Capital:TWD 3.16Billion Chairman/ Pedro Hsu President/Ted Hsu CEO/ Ithen Hsu Employees Global 1,550 Product Categories 3
Slide 4: Company Profile (1/2) Factory Profiles
2 Company Profile(1/2) Factory Profiles Zhongli Plant Guanyin Plant #2 Guanyin Plant #3 Taichung Plant 4
Slide 5: Company Profile (2/2) Factory Expansion
2 Company Profile(2/2) Factory Profiles (Factory expansion) Guanyin ◼ Expected to be completed in 2025 and put Plant 3B into operation in 2026 ◼ Medium-sized power transformer ◼ Construction is expected to begin in early 2026, with Taichung production anticipated to commence in the second quarter Pl
Slide 6: FE's Green Power Products in Smart Grid
3 FE’s Green Power Products in Smart Grid 6
Slide 7: Consolidated Revenue, Profit and Dividends
4 Consolidated Revenue, Profit and Dividends Revenue and gross profit margin continued to grow steadily. Gross Profit Gross 36.55% 2024Q1 2025Q1 ~Q3 ~Q3 Gross Profit 2024 2025 Gross Gross Profit 31.18% Profit Q1~ Q1~ Profit 20.48% 36.63% Q3 Q3 39.62% Based on a capital of $3.159 billion in 2025 7
Slide 8: Percentage of Products for 2023 and 2025/1~11
5 Percentage of Products for 2023 and 2025/1~11 2024 2025/1~11 Others: including transformer installation / maintenance works, sale of materials / spare parts, et 8
Slide 9: Advance with the times, Seize business opportunities and grow steadily
6 Advance with the times, Seize business opportunities and grow steadily AIDC Exports/TPC's revenue continues to grow, with exports accounting for over 50% of total revenue. 9
Slide 10: Consolidated Financial Simple Highlights
7 Consolidated Financial Simple Highlights 10
Slide 11: Operational Challenges and Outlook
8 Operational Challenges and Outlook 1 Continuously expand and optimize production capacity in response to market demand to ensure stable and sustainable order fulfillment. 2 Maximize standardization to meet customers’ short lead-time requirements, delivering high quality and reliability. 3 Seize bu
Slide 12: Breakthroughs in 525kV Ultra-High-Voltage GSU Design (1/4)
9 Breakthroughs in 525kV Ultra-High- Voltage GSU Design. (1/4) FORTUNE delivered a 525/13.8 kV, 130 MVA GSU transformer to Arizona, ensuring stable operation under 50°C extreme temperatures. This milestone highlights FORTUNE’s advancement in insulation, noise control, and ultra-high-voltage design—f
Slide 13: Patent Innovations Driving Smart Power Development (2/4)
9 Patent Innovations Driving Smart Power Development (2/4) FORTUNE obtained six key patents, reinforcing its technical leadership in smart grid applications.These innovations strengthen product competitiveness and support the future of safe, stable, and intelligent energy systems. M672125 M664998 Pr
Slide 14: Next-Generation Dual-Tube Self-Dehydrating Breather (3/4)
9 Next-Generation Dual-Tube Self -Dehydrating Breather(3/4) Fortune’s new Dual-Tube Self-Dehydrating Breather (Dual-Tube SDB) features strengthened reliability, weather resistance, and long-term outdoor durability. Its upgraded structure ensures stable moisture management and supports the evolution
Slide 15: ILMD for Real-Time Monitoring & Early Warning (3/4)
9 ILMD for Real-Time Monitoring & Early Warning(3/4) The Intelligent Liquid Level Monitoring Device (ILMD) provides real-time oil- level monitoring, trend analysis, and early-warning alerts. Designed for cross-platform compatibility, it aligns with industry-standard interfaces and integrates seamles
Slide 16: Digital Transformation
10 Digital Transformation ➢ Integrating Digital Twins with AI Prediction to Build an Intelligent Manufacturing Decision Hub Building on four years of progress in IoT, 3D dashboards, and AI assistants, in 2025 we are converging these developments into a 3D Smart-Dashboard-centered ‘Digital Twin Decis
Slide 17: Achievements and Honors in 2025 (1/2)
11 Achievements and Honors in 2025(1/2) Top 100 Selected Foreign Investors in Taiwan in 2024 and 2025、8th Taiwan Mittelstand Award. 2025 5th Digital Transformation Innovation Award- Model Award for Intelligent Manufacturing Upgrading and Transformation 卓越中堅企業獎 智造升級轉型楷模獎 17
Slide 18: Achievements and Honors in 2025 (2/2)
11 Achievements and Honors in 2025 (2/2) 104 2023 ~ 2025 2025 Best Employer Awards HR Asia's Technology 1111 Best Companies to Work For Empowerment Award Happiness Enterprise Silver Award 2025 2024 2023 18
Slide 19: Sustainability Performance (1/2)
12 Sustainability Performance (1/2) Silver Award for Best Sustainability Report at the MSCI ESG Rating LEADER AA TCSA Taiwan Corporate Sustainability Awards. Excellence Award of the TPC Supply Chain ESG Sustainability Data sources:www.marketscreener.com 19
Slide 20: Sustainability Performance (2/2)
12 Sustainability Performance (2/2) Collaborated with the Taiwan Reforestation Association to Partnered with the NMMST to promote coral promote low-elevation forest rehabilitation in Nantou and restoration, demonstrating our commitment to to support the cultivation of native plant species. protectin
Slide 21: EVALUE - Equipment & Engineering Business Overview
13 EVALUE - Equipment & Engineering Business Overview Taiwan NO.1 CPO Operations Management Installation Engineering • Operate 2,212+ charging spaces and 626+ stations nationwide. • Operate self-built DC fast-charging and destination stations. • Driver app integrated with EMS backend management. • D
Slide 22: EVALUE - Shared Charging Station Operations
13 EVALUE - Shared Charging Station Operations Overview & Achievements 2,212+ charging spaces and 626+ stations nationwide as of mid-Nov 2025. Taiwan NO.1 CPO Taiwan’s highest-power 480kW ultra-fast charger. Taiwan’s highest power Charging integrated into daily life with fast/slow stations across ma
Slide 23: Thank You for Your Attention.
Thank You for Your Attention. FORTUNE ELECTRIC 23
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