Investor Presentaiton
YUNGTAY ENGINEERING (1507.TT)
INVESTOR PRESENTATION 2020
COMPANY OVERVIEW
OPERATION REPORTS
INDUSTRY & YUNGTAY OUTLOOK
Taiwan: Demonstrates proven high-margin service business
Elevator/Escalator Sales builds a solid installation base with Op Margin around 3%
Solid installation base, in return, stimulates consistent demand for After Sales Service
Superior service capabilities generates Service Business Op Margin >40%, on a large scale
Elevator / Escalator Sales in Taiwan
FY2020E annualized of YT3Q20
Service Business in Taiwan
FY2020E = annualized of YT3Q20
Sales
Service
Profit
Profit
NT$ mn
Profitability
3,369
3,500
Op Margin, %
40%
NT$ mn
Profitability
Op Margin, %
3,500
60%
3,169
3,093
3,017
2,894
3,000
3,000
2,741
50%
42.2%
40.2%
30%
38.5%
2,500
2,500
40%
2,000
2,000
20%
30%
1,500
1,500
1,306
1,162
1,055
20%
1,000
1,000
10%
3.8%
500
120
0
FY2018
3.5%
106
FY2019
FY2020E
3.0%
10%
500
102
0%
0
FY2018
0%
FY2019
FY2020E
Source: Company Data
Source: Company Data
18View entire presentation