Shieh Yih Machinery Industry Co., Ltd. · TPEX:4533

Shieh Yih Machinery Industry — SEYI Machinery — Investor Conference 2023

37 slides from Shieh Yih Machinery Industry's conference presentation, Sep 25, 2023

Slide 5: SEYI at a Glance
SEYI at a Glance US $119 M 1962 up to 2,500 tf annual revenue Taiwan & China servo & mechanical press 2 over 55 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 7 - Kunshan, Jiangsu - Guangdong, China SEYI America 28 - Tennessee, USA SEYI Thailand - California , USA - Bangkok, Thailand South America SEYI Mexico
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 10: Countries with Pledges & Share of Global CO2 Emissions Covered
Countries with Pledges & Share of Global CO2 Emissions Covered ◼ 44 countries and the European Union have pledged to meet a net‐zero emissions target: in total they account for around 70% of global CO2 emissions and GDP. ◼ 10 countries have made meeting their net zero target a legal obligation, 8 ar
Slide 11: Strengthening Green "Servo" Product Line
Strengthening Green “Servo” Product Line ◼ Based on the energy-saving and space-saving design concept, equipped with highly- efficient servo motors, SEYI’s servo press can help optimize stamping processes as well as enhance production efficiency, achieving the goal of “low-carbon manufacturing.” ◼ C
Slide 12: Servo Motor System Structure
Servo Motor System Structure ◼ SEYI servo motor integrates the pinion shaft directly into the motor, 30% of total tolerance improved. ◼ Specifically designed for servo press ◼ World-class servo motor controller from Delta Tau adopted ◼ Low revolution speed but High torque ◼ Power saving ◼ Fan coolin
Slide 14: Energy Saving and Noise Reduction
Energy Saving and Noise Reduction ◼Noise reduction and extend tool lifespan Curve of mechanical press Curve of servo press (variable speed) 定速衝壓 Fixed speed(50 SPM) (50spm) 減速衝壓 (平均 50 SPM) Reduced speed (average 50spm) 95 95 (Lp, dBA) (Lp, dBA) 90 90 85 Fixed Speed 85 Speed Slow (dB) Noise (dB) 80
Slide 15: Save Your Money in Power Consumption
Save Your Money in Power Consumption ◼ Only one-third of spending on power consumption via a servo press compared to the spending via a hydraulic press. R R © SEYI Machinery. All rights reserved. 15
Slide 16: Success Case: Company S in Germany for Energy Saving by Using Servo Press
Success Case: Company S in Germany for Energy Saving by Using Servo Press ◼ End product：metal plate ◼ Location：Ruhr, Germany ◼ Company：a SME with 20 people, able to apply for the government’s energy subsidy program. © SEYI Machinery. All rights reserved. 16
Slide 17: 10-year profit by adopting servo press: a quadruple increase
Original Press Line: New Press Line: hydraulic press used for 24 years Upgrade to servo press 160ton single-point hydraulic press 160ton single-point servo press Power consumption per year：145,100 kwh Power consumption per year：44,900 kwh 10-year profit by adopting servo press : an quadruple increas
Slide 18: Solution Comparison
Solution Comparison Repair the current hydraulic Purchase a new mechanical Item Purchase a new servo press press press 1. Machine purchase —€ 153,000.00 € 365,000.00 2. Repair (10 years) € 150,000.00 € 90,000.00 € 90,000.00 3. Expenses (subsidy deducted) — —€ 106,000.00 Yearly power consumption / kw
Slide 19: If all the stamping presses in Taiwan were servo press
If all the stamping presses in Taiwan were servo press… 10,000 stamping presses in Taiwan (200ton in average) Average carbon emissions 789,450tons If all the presses were SERVO PRESSES Average carbon emissions Carbon emissions SAVED 315,226tons every year 474,224tons ≒ 861,442 trees ≒ 47 New York Ce
Slide 22: Environment
E nvironment To initiate the self-assessment of "organizational greenhouse gas" and "product carbon footprint“ to improve the production process and realize environmental policy. © SEYI Machinery. All rights reserved.
Slide 24: Governance
G overnance Continuously strengthen corporate governance, enhance information transparency and information security. The company's corporate governance evaluation improved in 2022, ranking among the © SEYI Machinery. All rights reserved.
Slide 27: WW EV Market Trend 2015~2040
27 WW EV Market Trend 2015~2040 ◼ Electric car sales takes off after 2022 and expects to achieve more than 70 million units in 2040.China accounts for 28%, Europe 20%, and US about 15% (over 10 million units), approximately. © SEYI Machinery. All rights reserved.
Slide 28: WW Home Appliances Market (2018~2028)
28 WW Home Appliances Market (2018~2028) ◼ Revenue in the Household Appliances market amounts to US$0.69tn in 2023. The market is expected to grow annually by 4.85% (CAGR 2023-2028). ◼ In global comparison, most revenue is generated in China (US$153.20bn in 2023). US$79.74bn will be generated in Nor
Slide 31: Consolidated Income Statement Highlights
Consolidated Income Statement Highlights (NT,M) 2023 2019 2020 2021 2022 項目 (Item) Q1~Q2 $ % $ % $ % $ % $ % 營業收入 ( Sales ) 3,357 100.0 2,642 100.0 3,796 100.0 3,549 100.0 1,861 100.0 營業毛利 ( Gross Profit ) 889 26.5 567 21.5 813 21.4 843 23.8 567 30.4 營業淨利 ( Profit/Loss from Operations ) 38 1.1 (137)
Slide 32: Consolidated Balance Sheet Highlights
Consolidated Balance Sheet Highlights (NT,M) 2023 2019 2020 2021 2022 項目 (Item) Q1~Q2 $ % $ % $ % $ % $ % 現金及約當現金 (Cash and cash equivalents) 1,470 28 2,441 41 2,330 38 2,428 39 2,291 38 應收票據及帳款 (Accoutnts/Notes receivable) 440 8 398 7 618 10 631 10 536 9 存貨(Inventory) 1,103 21 1,019 17 969 16 1,168
Slide 33: Dividend
Dividend 股利政策 (Dividend Policy) 年度 (Year) 2019 2020 2021 2022 2023 Q1~Q2 每股盈餘 (Earnings Per Share ) 0.12 0.10 0.36 0.18 1.14 現金股利 (Cash Dividend) 0.25 0.20 0.35 0.32 © SEYI Machinery. All rights reserved. 33
Slide 35: 2023 Management Guideline: Continue to Promote "Dual Sustainability"
2023 Management Guideline: Continue to Promote “Dual Sustainability” Sustainable Sustainable Sustainable Management Product Relationship ◼ Continuously develop digital ◼ Committed to developing press ◼ Creating a happy working transformation and move machines and metal stamping environment towards s

SEYI Machinery — Investor Conference 2023 on 6ix

Shieh Yih Machinery Industry — SEYI Machinery — Investor Conference 2023

Slide 1: Investor Conference

Slide 2: Table of Contents

Slide 3: Servo Press Success Case

Slide 4: Company Profile

Slide 5: SEYI at a Glance

Slide 6: Worldwide Sales & Service Network

Slide 7: Main Markets

Slide 8: Product Family

Slide 9: Green Product

Slide 10: Countries with Pledges & Share of Global CO2 Emissions Covered

Slide 11: Strengthening Green "Servo" Product Line

Slide 12: Servo Motor System Structure

Slide 13: Power Management

Slide 14: Energy Saving and Noise Reduction

Slide 15: Save Your Money in Power Consumption

Slide 16: Success Case: Company S in Germany for Energy Saving by Using Servo Press

Slide 17: 10-year profit by adopting servo press: a quadruple increase

Slide 18: Solution Comparison

Slide 19: If all the stamping presses in Taiwan were servo press

Slide 20: ESG Promotion

Slide 21: ESG Vision

Slide 22: Environment

Slide 23: Social

Slide 24: Governance

Slide 25: Market Outlook

Slide 26: 2023~2027 GDP FCST

Slide 27: WW EV Market Trend 2015~2040

Slide 28: WW Home Appliances Market (2018~2028)

Slide 29: Financial Results

Slide 30: Sales & Gross Profit Rate

Slide 31: Consolidated Income Statement Highlights

Slide 32: Consolidated Balance Sheet Highlights

Slide 33: Dividend

Slide 34: Prospect

Slide 35: 2023 Management Guideline: Continue to Promote "Dual Sustainability"

Slide 36: Q&A

Slide 37: Thank You.