Yageo Corp
TWSE:2327

Watchlist Manager
Yageo Corp Logo
Yageo Corp
TWSE:2327
Watchlist
Price: 236 TWD 1.51% Market Closed
Market Cap: 489.2B TWD

Yageo Corp
Investor Relations

In the intricate dance of modern electronics, Yageo Corporation plays a crucial role as an unsung hero, supplying the world with essential electronic components. Founded in 1977 and headquartered in Taiwan, Yageo has carved out a significant niche in the global electronics supply chain. The company specializes in the production of passive components such as resistors, capacitors, and inductors—items that are vital for the functionality and efficiency of electronic circuits but often go unnoticed by the end consumer. By leveraging advanced manufacturing techniques and maintaining a rigorous focus on quality, Yageo fulfills the demands of various industries, including automotive, telecommunications, and consumer electronics, where precision and reliability are paramount. The company's expansive network ensures that it remains a linchpin supplier to major technology manufacturers and, by extension, the products that connect our world.

Yageo's business strategy hinges on scale and integration, allowing it to quickly adapt to the ever-evolving landscape of technology and demand. Its global footprint, encompassing production facilities in Asia, Europe, and North America, provides the flexibility and reach to serve a diverse customer base worldwide. By maintaining control over its supply chain and production processes, Yageo can optimize costs and respond swiftly to market shifts, enhancing its competitive edge. Moreover, strategic acquisitions and a commitment to research and development keep Yageo at the forefront of innovation, ensuring a steady pipeline of new products to meet the needs of emerging technologies. Through this meticulous approach, Yageo not only sustains its growth trajectory but also fortifies its position as a cornerstone of the global electronics ecosystem.

Show more
Loading
2327
Taiwan Weighted Index
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2024
Call Date
Oct 29, 2024
AI Summary
Q3 2024

Stable Q3 Performance: Revenue reached TWD 31.7 billion, up about 1% quarter-over-quarter, with gross margin steady at 35.2%.

Margins Flattish: Both gross and operating margins came in flat versus the low single-digit QoQ growth previously guided, mainly due to weaker industrial mix.

Q4 Guidance: Management expects a seasonal, single-digit percentage decline in revenue, gross margin, and operating income for Q4.

Industrial Weakness: Industrial segment remains challenging, especially in Europe, with recovery not expected for at least 6 months.

Computing & Enterprise Strength: Computing and enterprise segments, including AI-related products, continue to show resilience and are expected to lead growth into 2025.

Inventory & Utilization: Inventory turnover days improved to around 120, and utilization rates were held at 65% for standard and 75% for premium products in Q3, with similar rates expected in Q4.

Geographic and Product Shifts: Growth in Southeast Asia and computing/enterprise compensated for industrial softness; company benefits from a diversified global manufacturing footprint.

Key Financials
Revenue
TWD 31.7 billion
Gross Margin
35.2%
Operating Profit
TWD 6.6 billion
Operating Margin
30.9%
Net Income
TWD 1.7 billion
EPS
TWD 11.01
EBITDA
TWD 8.8–8.9 billion
EBITDA Margin
27.9%
Cash Balance
TWD 94 billion
Inventory
TWD 26.8 billion
Net Financial Debt
less than TWD 23 billion
Net Debt to Equity Ratio
14.7%
Return on Equity (ROE)
14.5% (annualized)
Inventory Turnover Days
around 120 days
Utilization Rate (Standard)
65%
Utilization Rate (Premium)
75%
Tantalum Polymer Utilization
70%–75%
Other Earnings Calls

Management

Mr. Tie-Min Chen
Founder & Chairman of the Board
No Bio Available
Mr. Deng-Rue Wang
CEO & Director
No Bio Available
Mr. Eddie Y.S. Chen
Chief Financial Officer
No Bio Available
Mr. Y. C. Yang
Chief Investment Officer
No Bio Available
Mr. Wenxiang Yang
Deputy Spokesperson, Chief Accounting Officer, Corporate Governance Officer
No Bio Available
Dr. Philip M. Lessner
Chief Technology Officer
No Bio Available
Mr. Chris Y.C. Yang
VP & Chief Information Officer
No Bio Available
Mr. Daniel S. Chen
Group General Counsel
No Bio Available
Ms. Susan B. Barkal
Chief Quality & Compliance Officer
No Bio Available
Ms. Alison H.Y. Tung
Chief Human Resources Officer
No Bio Available

Contacts

Address
NEW TAIPEI
Taipei
3F, No.233-1, Bao Ciao Road, Xindian District
Contacts
+886266299999.0
www.yageo.com