銳澤實業股份有限公司 (RayZher Industrial Co., Ltd.) [7703] 2025Q2 法說會簡報

Company Overview

• Core Business: Leading provider of gas supply system solutions for high-tech fabs.
• Date of Establishment: November 20, 2007
• Capital: NT$347,450 thousand
• Paid-in Capital (2023): NT$347,450 thousand
• Chairman: 梁進利 (Liang Jin-Li)
• Number of Employees: 226
• Listing Status: Listed on TPEx
• Company Website: rayzher.com.tw

Development Milestones

• 2007~2013:
  • Company established with NT$20,000 thousand paid-in capital.
  • Profitable within 3 years.
  • Obtained ISO9001 and OHSAS18000 certifications within 5 years.
• 2014~2020:
  • Recognized supplier to major domestic manufacturers (e.g., TSMC, Micron).
  • Company scale grew 10 times in 10 years.
• 2021~2024:
  • 2021: Joined ACTER Group.
  • 2022: Revenue exceeded NT$2 billion.
  • 2024: Listed on TPEx and established subsidiaries in Japan and Singapore.

Group Investment Structure

• 聖暉集團 (ACTER Group): 58.69% ownership in 朋億集團.
• 朋億集團 (ACTER Group): 41.46% ownership in 銳澤實業.
• Global Presence: USA, EUROPE, JAPAN, TAIWAN, INDIA (ACTER), SINGAPORE.

Key Customers

• Semiconductor: TSMC, Micron, Nanya Technology.
• Petrochemical: LCY, TYK, The Linde Group.
• Equipment Providers: Lam Research, Applied Materials.
• Gas Companies: Air Liquide, AIR PRODUCTS.
• Panel/Battery: Foxconn.

Financial Highlights

Financial Performance

• Annual Revenue:

  Year	Revenue (NT$)
  2020	806,590 thousand
  2021	1,553,575 thousand
  2022	2,297,891 thousand
  2023	1,779,726 thousand
  2024	1,951,312 thousand
  2025Q2	1,177,169 thousand

• Net Income After Tax:

  Year	Net Income (NT$)
  2020	113,836 thousand
  2021	125,132 thousand
  2022	373,029 thousand
  2023	244,277 thousand
  2024	237,289 thousand
  2025Q2	166,745 thousand

Dividend Distribution

Main Revenue Streams

• High-Tech Industry Gas/Special Gas Supply Systems:

  Year	Main System Engineering	Secondary Piping Engineering	Minor Maintenance Engineering	Fab Equipment & Material Sales
  2022	29%	48%	11%	12%
  2023	46%	39%	14%	1%
  2024	37%	46%	15%	2%
  2025Q2	27%	52%	18%	3%

Annual Employee Count

Business Segments

• Gas Piping Engineering: Major focus on design, planning, and construction.
• Gas Supply System Integration Engineering: Comprehensive engineering services for gas supply systems.
• Manufacturing and Sales of Gas Supply Equipment: Production of specialized gas supply equipment.

Products & Technologies

• Specific Equipment:
  • Gas Manifold Box, Cylinder Cabinet, Scrubber PM2.5 Dust Capture, etc.
• Dust Capture Technology:
  • Powder Capture Device (PCD)
  • Elbow Pipe Dust Collector (AFM+ECD)

Clients & Markets

• Key Industries: Semiconductor, Petrochemical, Equipment Manufacturers.
• Expansion Plans: Focus on international markets with strategic growth in Europe and America.

ESG / Sustainability

• Report Compilation: GRI, SASB, TCFD standards.
• Corporate Governance: Targeting top 10% in corporate governance.
• Information Security: Advanced measures to ensure security and compliance.

Outlook & Strategy

• International Expansion: Targeting European and American markets, establishing subsidiaries.
• Continued R&D: Emphasis on green technology and innovation.
• Market Opportunities: Anticipating significant growth in semiconductor and fab engineering.

Additional Data

• Charts and Graphs:
  • Annual Revenue and Net Income over time.
  • Revenue Share breakdown by business segment.
  • Employee Count trend.

Note: Continued focus on sustainability and innovation will position RayZher favorably in a rapidly evolving market landscape.