Delta Electronics, Inc. (2308) 4Q 2024 法說會簡報
Company Overview
Delta Electronics, Inc. is a leading provider of power and thermal management solutions, as well as a major player in the fields of industrial automation, building automation, and ICT infrastructure.
Financial Highlights
4Q 2024 Results
- Sales: NT$ 114.2 billion, +14% Y/Y, +2% Q/Q
- Gross Profit: NT$ 35.2 billion, +16% Y/Y, -10% Q/Q
- Gross Profit Margin: 30.8%
- Operating Profit: NT$ 10.7 billion, +3% Y/Y, -35% Q/Q
- Operating Profit Margin: 9.4%
- Net Profit after Tax: NT$ 7,178 million, -20% Y/Y, -42% Q/Q
- EPS: NT$ 2.76
2024 Full-year Financial Results
- Sales: NT$ 421.1 billion, +5% Y/Y
- Gross Profit: NT$ 136.6 billion, +17% Y/Y
- Gross Profit Margin: 32.4%
- Operating Profit: NT$ 47.7 billion, +16% Y/Y
- Operating Profit Margin: 11.3%
- Net Profit after Tax: NT$ 35,229 million, +5% Y/Y
- EPS: NT$ 13.56
Business Segments
Performance by Segment
| Segment | Sales (4Q24) | Y/Y Sales Change | Q/Q Sales Change | Profits (4Q24) | Y/Y Profits Change | Q/Q Profits Change |
|---|---|---|---|---|---|---|
| Power Electronics | 59,583 | +17% | -4% | 8,952 | +2% | -36% |
| Mobility | 10,479 | -4% | -11% | -515 | -498% | -289% |
| Automation | 13,573 | +7% | +2% | -89 | +61% | -126% |
| Infrastructure | 30,479 | +21% | +24% | 2,354 | +38% | +29% |
Products & Technologies
Delta Electronics offers a wide range of products and technologies, including power supplies, fans, thermal management solutions, industrial automation solutions, and ICT infrastructure solutions.
Clients & Markets
Delta Electronics serves a diverse range of clients across various industries, including industrial, commercial, and residential sectors.
ESG / Sustainability
Delta Electronics is committed to sustainability and has implemented various initiatives to reduce its environmental impact, such as energy-efficient products and green manufacturing processes.
Outlook & Strategy
The company will continue to focus on innovation, sustainability, and customer satisfaction, while expanding its presence in emerging markets and developing new technologies to drive growth.
Additional Data
Proposed Cash Dividend
- Cash dividend per share: NT$ 7
Note: The data and information presented in this report are based on the company's 4Q 2024 and 2024 full-year financial results, and are subject to change.