Yuanta Financial Holding (2885) Investor presentation summary

Strategic objectives and financial targets

• Aims for ROE between 9% and 11% from 2026 to 2030, with a balanced risk approach and a cash payout ratio of 50–60% of EPS, subject to shareholder approval.

• Maintains a diversified financial services model with significant equity weighting in securities, banking, and life insurance subsidiaries.

• Capital adequacy ratios across subsidiaries exceed regulatory minimums, supporting future growth.

Financial performance overview

• Consolidated net income reached NT$36.5 billion in 2025, up 2% YoY, with EPS at NT$2.74.

• Total assets grew 20% YoY to NT$4.64 trillion by 1Q26.

• ROE annualized at 11.2% in 2025, with strong contributions from securities and banking subsidiaries.

Pan-securities business highlights

• Maintains leading market share in brokerage, margin financing, and ETF management in Taiwan.

• Securities, funds, and futures subsidiaries delivered robust revenue and profit growth, with Yuanta Securities' net profit at NT$24.4 billion in 2025.

• Margin financing market share at 64.3%, and ETF AUM market share at 26.5% as of 1Q26.