Q2 2026 Earnings: Revenue NT$80.3B, EPS NT$42.46 — Elite Material

Summary

Elite Material (2383) posted Q2 2026 revenue of NT$80.3B and net income of NT$15.2B, delivering basic EPS of NT$42.46 for the quarter. Operating income reached NT$19.9B, implying an operating margin of approximately 24.7%, which is well above typical electronic-components-sector peers. The result reflects sustained strong demand for high-frequency, high-speed copper clad laminate materials tied to AI server and data-center buildout.

Historical Impact

1 past Quarterly Earnings · ≈ 10-Q event at Elite Material

Median +5d

+11.59%

Range

+11.59% to +11.59%

Positive outcomes

1/1

Filed	P₀	P₊₅	+5d
Jul 31, 2026	NT$4,745	NT$5,295	+11.59%

Past performance does not guarantee future results. Small sample sizes may not be representative. For informational purposes only.

Full Translation

Elite Material Co., Ltd. (TWSE: 2383) released its Q2 2026 (April–June 2026) quarterly earnings on August 1, 2026 (ROC date 1150801). Revenue (營業收入): NT$80,342,455 thousand = NT$80.3 billion Operating Income (營業利益): NT$19,862,153 thousand = NT$19.9 billion; operating margin ≈ 24.7% Non-operating Income / (Expense), net (營業外收入及支出): NT$117,256 thousand = NT$117.3 million Net Income After Tax (稅後淨利): NT$15,210,423 thousand = NT$15.2 billion; net margin ≈ 18.9% Basic EPS (基本每股盈餘): NT$42.46 per share (par value NT$10.00 per share) Elite Material is Taiwan's leading manufacturer of copper clad laminates (CCL) and prepregs used in high-layer-count, high-frequency PCBs for AI servers, networking switches, and advanced telecommunications equipment. The company falls under the Electronic Components industry classification (電子零組件業) on TWSE. The 24.7% operating margin is notably high for a materials supplier in the electronics supply chain, reflecting both pricing power in the premium CCL segment and favorable product-mix shift toward high-speed, low-loss laminates. Net income of NT$15.2B on NT$80.3B of revenue yields an 18.9% net margin, with a modest NT$117.3M net non-operating contribution. Basic EPS of NT$42.46 in a single quarter annualizes to approximately NT$169.8, indicating a very strong earnings cycle driven by AI infrastructure capex.