Acter Group Co., Ltd. (hereinafter “Acter*”, Ticker: 5536 TT) announced June 2023 revenue. On a consolidated basis, the group’s June 2023 revenue increased 2% MoM, but fell 22% YoY to NT$2.1 billion due to high comparison base in June 2022. The accumulated revenue for the first six months of 2023 grew by 1%, reaching NT$11.97 billion. In the past few months, order momentum has improved and the tightness in the supply chain has eased. Project execution is proceeding as normal, and future progress will continue according to schedule. In the face of economic uncertainty, Acter* not only strengthens customer service and actively seeks new projects but also cultivates good partnerships with suppliers to obtain more favorable prices. The group regularly evaluates the supply chain, seeks alternative suppliers or materials to find more cost-effective options. Meanwhile, through automation and digitization technologies, efficiency is improved to enhance project management effectiveness and ensure the implementation of project budgets and schedules, maintaining stable performance.

2023 Outlook:

Amid weakened market demand and ongoing uncertainty in the overall environment, industries continue to adjust their capital expenditures. With its technological core as a backbone, Acter* remains focused on addressing customer needs, consolidating existing clients, and continuously developing new customers and industries. By diversifying its business layout across multiple sectors, the company aims to mitigate negative impacts and actively pursue new orders. Despite short-term semiconductor market fluctuations, the overall business environment remains optimistic in the medium to long term. In mainland China, investments by semiconductor clients in mature manufacturing processes and the development of third-generation semiconductors are expected to drive new project orders, resulting in overall growth for Acter*. In the Southeast Asian region, Acter* is expected to experience significant increases in new orders due to the global supply chain restructuring and continuous customer investments in expanding production facilities. In Taiwan, although project growth momentum may slow down due to a high base from last year, continued investments in semiconductor manufacturing and electronic products, the active development of biotechnology and medical device industries, as well as efforts towards green energy and environmental technologies, will lead to sustained customer investments and bring new opportunities for Acter*. Additionally, with backlog amounting to over NT$30 billion, the group is well-positioned to support its operations for the next 1-2 years.

Implementing corporate governance and deepening corporate culture and sustainable development have always been Acter*'s business principles. The company has been ranked in the top 5% of the Taiwan Stock Exchange's corporate governance evaluation for eight consecutive years. In the ESG ratings of the global 297 Construction & Engineering companies by S&P, Acter* is listed in the top 4% (based on Bloomberg data as of May 31, 2023). With a vision of "Implementing the ESG spirit and developing green businesses," Acter* focuses on its core business and industry innovation, connecting the United Nations Sustainable Development Goals with its core strengths. It promotes green and low-carbon engineering, establishes responsible supply chains, and advocates for ESG and carbon neutrality in global markets and factories. Acting as a driver of green engineering, Acter* assists its clients in achieving carbon neutrality and works together towards a sustainable vision and goals.

*The number is unaudited.

Acter* Monthly Sales (June 2023)：                         

Unit: NTD thousand；%

2022 Dividend Semi-Annual Payout Schedule (par value NT$5/share)

The company's par value per share is NT$5. Total cash dividend reaches NT$11.67 per share in 2022. If converted to 10 par value per share, the distribution is equivalent to NT$23.34 in cash dividends.

IR Contact:

Acter Assistant Vice President  Miss Tsao  (04)2261-5288  IR@acter.com.tw

IPR Advisors   Tim Chen   (02)2758-0339  ir@ipradvisors.com