Shieh Yih Machinery Industry Co., Ltd. · TPEX:4533
Shieh Yih Machinery Industry — SEYI Machinery Industry — Investor Conference 2025
34 slides from Shieh Yih Machinery Industry's conference presentation, Nov 25, 2025
Slide 1: Investor Conference
20251125 Investor Conference © SEYI Machinery. All rights reserved.
Slide 2: Disclaimer
Disclaimer ◼ The following pages contain projections estimates of the market and product developments for future periods. These projections & estimates are based on information currently available which we believe to be reliable, but they involve risks and uncertainties. Our actual results of operat
Slide 3: Table of Contents
Table of Contents 01 Company Profile 02 New Market Development 03 Financial Results 04 ESG Achievements 05 Prospect © SEYI Machinery. All rights reserved.
Slide 4: Company Profile
Company Profile 4 © SEYI Machinery. All rights reserved.
Slide 5: SEYI at a Glance
SEYI at a Glance US $112 M 1962 up to 2,500 tf annual revenue Taiwan & China 2 servo & mechanical press over 60 years of excellence total solution provider $$ 700+ 50+ 4533 TT associates countries TW stock exchange production sites globally sales and service 34,500 m2 factory premises © SEYI Machine
Slide 6: Worldwide Sales & Service Network
Worldwide Sales & Service Network SEYI Europe - Frankfurt, Germany Asia SEYI Machinery (HQ) Europe - Taoyuan, Taiwan North America 6 SEYI China Asia - Kunshan, Jiangsu 7 - Guangdong, China SEYI America 28 - Tennessee, USA SEYI Thailand - California , USA - Bangkok, Thailand South America SEYI Mexico
Slide 7: Main Markets
Main Markets 20% Consumer Electronics Appliance Industry 20% 40% Automotive Industry Tier 1~3 © SEYI Machinery. All rights reserved. 7
Slide 8: Product Family
Product Family • Smart Stamping Solution • Blanking Line • Servo Technology • Transfer Press Application • Hot Stamping • Progressive Die • Tandem Line • Heavy Stamping C Frame & Special Servo Press Straight Side Link Mechanical Solid Frame Application Mechanical Press Mechanical Press Press Press ©
Slide 9: New Market Development
New Market Development 9 © SEYI Machinery. All rights reserved.
Slide 10: Recent Efforts in Market Diversification
Recent Efforts in Market Diversification Y2020 Automobiles Consumer High-end Electronics Home Appliance 20% 10% 10% Y2024 Automobiles Consumer High-end © SEYI Machinery. All rights reserved. Electronics Home Appliance
Slide 11: More New Opportunities
More New Opportunities AI Server Hydrogen Power Precision Medicine Aerospace Drone Precision Optics 11
Slide 12: Global Hydrogen Vehicle Market Size 2025 to 2034
Global Hydrogen Vehicle Market Size 2025 to 2034 ◼ 2025 market size: US$3.05 billion ◼ 2034 forecast: US$162 billion ◼ CAGR (2025–2034): 52.9% ◼ Hydrogen vehicles are seen as a key solution for zero-emission mobility. Source: Precedence Research, Nov 2025 © SEYI Machinery. All rights reserved.
Slide 13: Stamping Demonstration: Metallic Bipolar Plates
Stamping Demonstration: Metallic Bipolar Plates ◼ Material: SUS316L with the plate size of 135 x 225mm (0.1 mm thickness) ◼ The depth of flow channels: 0.5mm +/- 0.01mm. ◼ The flatness of the plate is suppressed to 2 mm or less. ◼ The combination of the die stations: from 4 stations to 3 stations th
Slide 14: Next Star Product: Fuel Cell Metallic Bipolar Plates
Next Star Product in Stamping Industry: Fuel Cell Metallic Bipolar Plates One fuel cell requires 2,000 metallic bipolar plates. © SEYI Machinery. All rights reserved.
Slide 15: SK & SDK Series Dedicated Press for Bipolar Plates
Under Development: SK & SDK Series Dedicated Press for Metallic Bipolar Plates Note: 1. Large tonnage presses of 800t, 1200t and 1600t will be supported. 2. Mechanical models SK Series will be provided at the same time. 3. The appearance design is not yet finalized. © SEYI Machinery. All rights rese
Slide 16: Global UAV Market Size
Global UAV Market Size ◼ 2024: US$30.2 billion ◼ 2025: US$32.3 billion ◼ 2029 forecast: US$48.5 billion, CAGR 9.9% ◼ Military applications dominate (56% share, US$13.9 billion in 2024) Source: 經濟日報, 2025年8月 © SEYI Machinery. All rights reserved. 16
Slide 17: Lightweight & Structural Reinforcement for UAVs: Carbon Fiber Composites
Lightweight & Structural Reinforcement for UAVs: Carbon Fiber Composites ◼ Automotive industry experience is possible to be applied to UAV industry. ◼ Advanced stamping technology for carbon fiber-metal composites enables one-piece forming, improves strength and efficiency. ◼ Under the energy-saving
Slide 18: Financial Results
Financial Results 18 © SEYI Machinery. All rights reserved.
Slide 19: Sales & Gross Profit Rate -- Consolidated
Sales & Gross Profit Rate -- Consolidated © SEYI Machinery. All rights reserved. 19
Slide 20: Sales & Gross Profit Rate -- Overseas & China Markets
Sales & Gross Profit Rate -- Overseas & China Markets Overseas Market China Market © SEYI Machinery. All rights reserved. 20
Slide 21: Sales & Gross Profit Rate -- Group
Sales & Gross Profit Rate -- Group 合併簡明綜合損益表 Consolidated Condensed Statements of Comprehensive Income (NT,M) 2021 2022 2023 2024 2025Q3 項目 (Item) $ % $ % $ % $ % $ % 營業收入 ( Sales ) 3,796 100.0 3,549 100.0 3,498 100.0 3,594 100.0 3,070 100.0 營業毛利 ( Gross Profit ) 813 21.4 843 23.8 1,062 30.4 1,005 2
Slide 22: Sales & Gross Profit Rate -- Overseas & China Market
Sales & Gross Profit Rate -- Overseas & China Market 海外市場簡明綜合損益表 Consolidated Condensed Statements of Comprehensive Income (Overseas) (NT,M) 2021 2022 2023 2024 2025Q3 項目 (Item) $ % $ % $ % $ % $ % 營業收入 ( Sales ) 1,724 100.0 1,797 100.0 2,019 100.0 2,007 100.0 1,537 100.0 營業毛利 ( Gross Profit ) 374 2
Slide 23: Consolidated Condensed Balance Sheet
Consolidated Condensed Balance Sheet (NT,M) 2021 2022 2023 2024 2025Q3 項目 (Item) $ % $ % $ % $ % $ % 現金及約當現金 (Cash and cash equivalents) 2,330 38 2,479 40 2,278 38 2,728 42 1,728 29 應收票據及帳款 (Accoutnts/Notes receivable) 618 10 631 10 399 7 316 5 542 9 存貨(Inventory) 969 16 1,168 19 1,238 20 1,319 20 1
Slide 24: Dividend
Dividend 年度 (Year) 2020 2021 2022 2023 2024 每股盈餘 (Earnings Per Share ) 0.10 0.36 0.18 1.34 1.55 現金股利 (Cash Dividend) 0.20 0.35 0.32 1.16 1.20 © SEYI Machinery. All rights reserved. 24
Slide 25: Revenue Per Employee -- Group
Revenue Per Employee -- Group 2021 2022 2023 2024 2025Q3 2021 2022 2023 2024 2025Q3 營業收入 3,796 3,549 3,498 3,594 3,070 員工人數 697 702 712 711 713 人均產值 5.4 5.1 4.9 5.1 4.3 © SEYI Machinery. All rights reserved. 25
Slide 26: ESG Achievements
ESG Achievements 26 © SEYI Machinery. All rights reserved.
Slide 27: 2025 ESG Primary Objectives
2025 ESG Primary Objectives E. Environmental S. Social G. Governance 1. Fostering a Friendly Workplace 1. Formulating carbon reduction ✓ Implementing a diverse and inclusive 1. Completing corporate governance, strategies and carbon neutrality workplace environment and respecting and implementing int
Slide 28: Environment
E 環境共生 nvironment Achieved the "Outstanding Performance" level in the TRIPs Corporate Carbon Reduction Thermometer, corresponding to a global warming potential of 1.504°C. Continuously conducting organizational greenhouse gas Completed the project for " 'Large Leading Small’ to Drive Low-Carbon Upgr
Slide 29: Social
S 社會共榮 ocial industry-academia cooperation to establish a Participating in local expos to connect the youth talent pool Sponsoring the "SEYI Cup" to cultivate technical talents Responding to the Yangchou Mountain conducting volunteer training to give back to society Promoting “Employee Health Progra
Slide 30: Governance
G 企業共贏 overnance Receiving recognition for "ESG Corporate Developed Stamping Solution for Governance“ from Taoyuan City Government Awarded the "Golden Energy-Saving Label" by TMBA Hydrogen Fuel Cell Metallic Bipolar Plates Corporate governance evaluation ranking improved, entering the top 21%–35% pe
Slide 31: Prospect
Pr ospect 31 © SEYI Machinery. All rights reserved.
Slide 32: 2026 Guidelines: Leveraging AI tools and integrating resources
2026 Guidelines: Leveraging AI tools and integrating resources to continuously optimize the corporate structure 1. Strengthening AI 2. Enhancing Supply 3. Focusing on High- 4. Applications Chain Resilience Value-Added Markets Implementing ESG Goals • continuously • Comprehensively • Accelerating • P
Slide 33: Q&A
Q&A 33 © SEYI Machinery. All rights reserved.
Slide 34: THANK YOU!
企業官網 企業YouTube THANK YOU! © SEYI Machinery. All rights reserved.