Investor Presentaiton

YUNGTAY ENGINEERING (1507.TT) INVESTOR PRESENTATION 2020 COMPANY OVERVIEW OPERATION REPORTS INDUSTRY & YUNGTAY OUTLOOK 19 China: Expansion + Stable Customer Base = Increase in Op Profit Ranked 9th in China; market share >3%; China accounted for 50% of YT3Q20 sales ◆ Expand market share & enhance profitability, and build a solid base, which will drive Service Business ◆ 3Q20 Sales OM > 3%; YT3Q Service OM is around 19% (huge upside potential, compared to >40% in TW) 3Q20 Sales OM improved to >3% Sales Profit FY2020E annualized of YT3Q20 = Service OM improved significantly for YT3Q20 FY2020E = annualized of YT3Q20 NT$ mn Profitability 2,500 Op Margin, % 50% NT$ mn Service Profit Profitability 2,500 Op Margin, % 25% 2,012 2,000 40% 2,000 18.8% 20% 1,464 1,500 30% 957 1,500 1,338 1,347 11.3% 1,396 15% 1,000 20% 8.4% 500 0 10% 1,000 3.3% 0% 500 (500) (1,000) (6.2%) -10% 112 LLL 152 10% 5% 263 (19.3%) 1Q20 2Q20 -20% 0 3Q20 Source: Company Data FY2018 Source: Company Data FY2019 0% FY2020E

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