Primax Electronics Ltd. · TWSE:4915

Primax Electronics — H1 2012 Earnings Presentation

27 slides from Primax Electronics's earnings presentation, August 2012

  1. Slide 1: August, 2012

    (4915) August, 2012 Paitin ee

  2. Slide 2: PRIMAX

    PR MAX

  3. Slide 3: PRIMAX

    PR MAX

  4. Slide 4: Company history timeline

    3 1984 - 3 1987 - 3 1989 - 3 1989 - 3 1990 - 3 1995 - 3 1997 - 3 2000 - 3 2001 - 3 2003 - 3 2006 - 3 2007 - 3 2009 - 12/31 3 2009 - 288 3 2010 - 411 3 2011 - 473 3 2012 - -4-

  5. Slide 5: Revenue growth 2007-2011

    / z 50,000 47,343 z CAGR z 45,000 41,079 +26% z 40,000 35,000 28,786 z 30,000 25,000 21,578 z 18,692 20,000 z 15,000 10,000 5,000 0 2007 2008 2009 2010 2011 *2007 -5-

  6. Slide 6: Keyboard local printing

    • • Keyboard local printing • • • • • • • • • • • • - / / • -6-

  7. Slide 7: PRIMAX

    PR MAX

  8. Slide 8: Employees and locations

    Others, 16 Others 52% Phd & Master Taiwan, 613 5% China, 15,484 College 43% : 16,113 : 4,457 • 1. Æ Æ (BSC)Æ (PRD) 2. 3. -8-

  9. Slide 9: ADF products

    & / ADF / -9-

  10. Slide 10: 2011 revenue breakdown

    2011 , 16% , 47% 37% PR MAX -10-

  11. Slide 11: Shareholder structure: 401,079,757 shares

    Total: 401,079,757 shares , 25.6% PMX LLC, 18.5% Asia Pacific Growth , 5.0% Fund, 18.5% ( ) 32.4% * Data as of 2012/6/19 - 11 -

  12. Slide 12: Manufacturing facilities

    ƒ 1989 , 21 ƒ : , , • : 328 K • 15,000 : , , : 266K M2 12K M2 50K M2 : 13000~15000 450 780 : , , SMT, PCBA, , , , ,, , , , , , Facilities: - 100 - - - - / - / - Chip-on-board - (Cell) - - (ACF) - 12 -

  13. Slide 13: - -

    778 904 735 341 717 879 15 24 3 1 225 172 40 - 13 -

  14. Slide 14: PRIMAX

    PR MAX

  15. Slide 15: Income statement 2009-2012 H1

    (1) / 2009 2010 2011 2012 H1 28,786 41,079 47,343 20,736 33% 43% 15% 3% 3,940 4,564 4,190 2,103 14% 11% 9% 10% 1,312 1,646 1,148 705 5% 4% 2% 3% 1,278 1,759 1,350 809 1,077 1,499 1,040 668 4% 4% 2% 3% 2.85 3.92 2.63 1.67 57 * - 15 -

  16. Slide 16: Free cash flow, ROA and ROE

    (2) / 2009 2010 2011 2012 H1 2,609 1,842 2,368 789 (FCF) 2,094 506 619 284 515 1,336 1,748 505 (ROA) 8% 10% 6% 7% * (ROE) 57% 48% 24% 26% * * 57 * - 16 -

  17. Slide 17: Balance sheet and financial ratios

    (3) / 2009 2010 2011 2012 H1 2,387 1,174 1,560 1,861 2,041 1,196 1,247 1,714 120% 111% 110% 116% 2,000 0 0 0 2,383 3,814 4,893 5,334 84% 0% 0% 0% 85% 76% 73% 69% 15,628 15,767 18,346 17,320 57 * - 17 -

  18. Slide 18: PRIMAX

    PR MAX

  19. Slide 19: PRIMAX

    aN PR MAX

  20. Slide 20: PRIMAX

    PR MAX

  21. Slide 21: PRIMAX

    PR MAX

  22. Slide 22: - -

    - 22 -

  23. Slide 23: PRIMAX

    PR MAX

  24. Slide 24: IT

    IT - 24 -

  25. Slide 25: 3D

    3D - 25 -

  26. Slide 26: Thanks for Your Attention

    Thanks for Your Attention - 26 -

  27. Slide 27: Paitin i

    ( ) Paitin 7 i

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