Actron Technology (8255.TT) 2025Q3 法說會簡報
Company Overview
- Company Name: Actron Technology
- Stock Code: 8255.TT
- Event: Investor Conference
- Date: August 29, 2025
- Copyright: Copyright© Actron. All Rights Reserved
Management Team / Speakers
- 吳憲忠 George Wu: President / Spokesperson
- 黃錫欽 Jason Huang: VP of Sales & Marketing / Deputy Spokesperson
- 鍾曉瑩 Mia Chung: Special Assistant / Investor Relations
Agenda
- Financial Highlight
- Global Automobile Sales
- Q & A
Financial Highlights and Recent Performance
Statements of Comprehensive Income (Unit: NT$ Million)
| Metric | 2Q25 | % | 1Q25 | % | 2Q24 | % | 2Q25 Over 1Q25 (%) | 2Q25 Over 2Q24 (%) |
|---|---|---|---|---|---|---|---|---|
| Net operating revenue | 2,163 | 100 | 2,116 | 100 | 1,924 | 100 | 2.22% | 12.42% |
| Operating costs | 1,568 | 72 | 1,507 | 71 | 1,321 | 68 | 4.05% | 18.70% |
| Gross profit | 595 | 28 | 609 | 29 | 603 | 32 | -2.30% | -1.33% |
| Operating expenses | 362 | 17 | 370 | 17 | 365 | 19 | -2.16% | -0.82% |
| Operating income | 233 | 11 | 239 | 12 | 237 | 13 | -2.51% | -1.69% |
| Non-operating income and expenses | (203) | (10) | 69 | 3 | 43 | 2 | -394.20% | -572.09% |
| Profit before tax | 30 | 1 | 308 | 15 | 281 | 15 | -90.26% | -89.32% |
| Net profit attributable to: Owners of the parent company | 39 | 2 | 236 | 11 | 216 | 11 | -83.47% | -81.94% |
| EPS (NT$) | 0.38 | 2.32 | 2.13 | -83.62% | -82.16% |
Key Charts, Graphs, and Data Points
Quarterly Revenue (Unit: NT$M)
- 2024:
- 1Q: 1,760
- 2Q: 1,924
- 2025:
- 1Q: 2,116
- 2Q: 2,163
- 3Q: 1,977 (Projected/Guidance)
- 4Q: 1,921 (Projected/Guidance)
Quarterly EPS (Unit: NT$)
- 2024:
- 1Q: 2.22
- 2Q: 2.13
- 2025:
- 1Q: 2.32
- 2Q: 0.38
- 3Q: 2.14 (Projected/Guidance)
- 4Q: 1.75 (Projected/Guidance)
Sales Contribution by Products
- 2024:
- DIODE: 26%
- LLD: 33%
- ULLD: 19%
- xEV: 22%
- 2025 (F - Forecast):
- DIODE: 19%
- LLD: 25%
- ULLD: 26%
- xEV: 30%
Global Automobile Sales (Unit: Million)
- Trend: Chart shows global automobile sales from 2017 to 2030.
- Key Data Point: "Best Case" line indicates approximately 90M units around 2023-2024.
- Regions/Segments:
- US
- China
- South America
- Rest of North America
- Japan
- MEA (Middle East & Africa)
- Europe
- Rest of APAC & Oceania
- Source: Automotive Logistics
Products, Services & Technology
Actron Power Device Solution for EV
1. Actron xEV Power Modules Solution
- Certification: AQG-324
- Product Category: Inverter
- Module 1:
- Voltage: 750V
- Components: IGBT (820A), Si
- Module 2 (6-in-1 Power Module):
- Voltage: 1200V
- Components: IGBT (380A), MOSFET (2mΩ), Si, SiC
- Module 3 (2-in-1 Power Module):
- Voltage: 1200V
- Components: IGBT (450A), MOSFET (2mΩ), Si, SiC
- Module 1:
2. Actron xEV Power Discretes Solution
- Certification: AEC - Q101
- Product Categories: OBC (On-Board Charger), Converter, PSU (Power Supply Unit)
- Discrete Components:
- 650V Components:
- IGBT: 80A (Si)
- Diode: 10A, 20A, 30A, 40A (SiC)
- 1200V Components:
- IGBT: 15A, 25A, 40A (Si)
- MOSFET: 30mΩ, 40mΩ, 80mΩ, 160mΩ (SiC)
- Diode: 10A, 20A, 30A, 40A (SiC)
- 650V Components:
- Package Types (Molding Type):
- TO-247-3
- TO-247-4
- TO-220-2
- TO-220-3
- TO-263-3
- TO-263-7