Yageo (2327) Corporate presentation summary

Corporate profile and strategy

• Headquartered in Taipei, with 39,000+ employees and 65 production facilities across 16 countries, generating $4B in annual revenue and selling 1.1 trillion parts per year.

• Mission focuses on delivering innovative, reliable solutions for a safer, more efficient, interconnected future; vision emphasizes manufacturing scalability and sustainable customer relationships.

• Principal brands include KEMET, PULSE, Telemecanique Sensors, and Nexensos, supporting a broad product portfolio.

• Serves diverse industries: automotive, industrial, consumer, computing, enterprise, telecom, aerospace, defense, and medical.

• Strategic priorities include innovation, operational excellence, global presence, and customer dedication.

Product portfolio and market leadership

• Offers capacitors, resistors, inductors, EMC, magnetics, antennas, sensors, circuit protection, discrete semiconductors, and more.

• Covers 90% of a typical low-voltage PCB bill of materials, with products in nearly all electronic devices.

• No.1 global market leader in resistors, polymer tantalum capacitors, Pt temperature sensor elements, limit switches, and thermistors.

• No.3 global leader in multilayer ceramic capacitors and inductors/automotive magnetic products.

• Advanced R&D and manufacturing resiliency with 65 facilities worldwide, diversified by technology and geography.

Financial performance and highlights (Q2 2026)

• Q2 2026 sales revenue reached $1,407M, with broad-based growth across products, segments, regions, and channels.

• Net sales grew 16.5% QoQ and 35.7% YoY; gross margin improved to 38.5%, operating margin to 26.4%, and EBITDA margin to 32.3%.

• Net income increased 17.7% QoQ and 88.5% YoY; EPS rose 17.7% QoQ and 88.4% YoY.

• Free cash flow improved to NTD 8,592M, with net financial debt/EBITDA reduced to 22%.

• Balance sheet strengthened: cash doubled YoY, total assets up 43.4%, ROE annualized at 18.8%.