Stock 2308 DELTA ELECTRONICS, INC.
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Financials Delta Electronics, Inc.

Equities

2308

TW0002308004

Electrical Components & Equipment

End-of-day quote Taiwan S.E.
Other stock markets
 18:00:00 2024-04-25 EDT 		5-day change 1st Jan Change
315 TWD +2.94% Intraday chart for Delta Electronics, Inc. +5.53% +0.48%
04-23 Delta Unveils Solutions for Smart Manufacturing and E-Mobility at Hannover Messe 2024 CI
04-15 Ceres Power Holdings annual loss widens as research investment rises AN

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 393,528 683,154 714,324 744,196 814,330 818,226 - -
Enterprise Value (EV) 1 384,872 664,696 711,695 729,063 784,169 773,384 758,895 818,226
P/E ratio 17.1 x 26.9 x 26.8 x 22.9 x 24.4 x 23.8 x 19.7 x 15.8 x
Yield 3.3% 2.09% 2% 3.43% 2.05% 2.3% 2.82% 2.8%
Capitalization / Revenue 1.47 x 2.42 x 2.27 x 1.94 x 2.03 x 1.87 x 1.66 x 1.39 x
EV / Revenue 1.44 x 2.35 x 2.26 x 1.9 x 1.95 x 1.77 x 1.54 x 1.39 x
EV / EBITDA 11.5 x 14.1 x 14.7 x 12.1 x 12.5 x 11.3 x 9.43 x 8.47 x
EV / FCF 15.4 x 22.9 x 134 x 29.5 x 18.1 x 33.6 x 25.4 x 39.4 x
FCF Yield 6.51% 4.36% 0.74% 3.39% 5.52% 2.98% 3.94% 2.53%
Price to Book 2.82 x 4.68 x 4.61 x 3.98 x 4.09 x 3.78 x 3.47 x -
Nbr of stocks (in thousands) 2,597,543 2,597,543 2,597,543 2,597,543 2,597,543 2,597,543 - -
Reference price 2 151.5 263.0 275.0 286.5 313.5 315.0 315.0 315.0
Announcement Date 20-03-10 21-02-23 22-02-25 23-02-23 24-03-01 - - -
1TWD in Million2TWD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 268,131 282,605 314,671 384,443 401,227 437,463 494,223 589,053
EBITDA 1 33,394 47,296 48,516 60,375 62,540 68,278 80,509 96,658
EBIT 1 19,409 31,426 31,365 41,439 40,950 46,144 56,543 69,000
Operating Margin 7.24% 11.12% 9.97% 10.78% 10.21% 10.55% 11.44% 11.71%
Earnings before Tax (EBT) 1 29,154 34,275 35,628 46,065 48,642 49,905 60,682 72,961
Net income 1 23,118 25,485 26,796 32,666 33,393 34,839 43,456 52,156
Net margin 8.62% 9.02% 8.52% 8.5% 8.32% 7.96% 8.79% 8.85%
EPS 2 8.850 9.770 10.27 12.52 12.86 13.22 16.01 19.98
Free Cash Flow 1 25,045 29,012 5,292 24,705 43,257 23,023 29,916 20,741
FCF margin 9.34% 10.27% 1.68% 6.43% 10.78% 5.26% 6.05% 3.52%
FCF Conversion (EBITDA) 75% 61.34% 10.91% 40.92% 69.17% 33.72% 37.16% 21.46%
FCF Conversion (Net income) 108.33% 113.84% 19.75% 75.63% 129.54% 66.08% 68.84% 39.77%
Dividend per Share 2 5.000 5.500 5.500 9.840 6.430 7.240 8.870 8.830
Announcement Date 20-03-10 21-02-23 22-02-25 23-02-23 24-03-01 - - -
1TWD in Million2TWD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q3 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1
Net sales 1 79,646 83,769 82,538 89,997 106,248 105,660 92,859 100,551 107,795 100,020 92,782 104,140 117,071 117,599 104,466
EBITDA 1 12,103 11,755 11,965 14,313 18,336 15,761 13,472 15,546 17,440 16,081 12,998 15,630 19,024 18,872 -
EBIT 1 7,778 7,305 7,469 9,655 13,538 10,777 8,407 10,283 11,897 10,364 7,974 10,442 13,242 12,918 9,517
Operating Margin 9.77% 8.72% 9.05% 10.73% 12.74% 10.2% 9.05% 10.23% 11.04% 10.36% 8.59% 10.03% 11.31% 10.98% 9.11%
Earnings before Tax (EBT) 1 8,287 8,445 8,539 10,831 15,171 11,524 9,959 11,948 13,771 12,964 9,218 11,735 14,421 14,010 10,988
Net income 1 6,369 6,258 6,059 7,628 11,069 7,910 6,908 8,149 9,363 8,973 6,378 8,024 9,958 9,853 7,818
Net margin 8% 7.47% 7.34% 8.48% 10.42% 7.49% 7.44% 8.1% 8.69% 8.97% 6.87% 7.71% 8.51% 8.38% 7.48%
EPS 2 2.440 2.390 2.330 2.930 4.250 3.030 2.650 3.140 3.590 3.460 2.453 3.086 3.837 3.798 3.035
Dividend per Share 2 5.500 - - - 5.500 - - - 9.840 - - - 6.305 - -
Announcement Date 21-10-28 22-02-25 22-04-28 22-07-28 22-10-27 23-02-23 23-04-27 23-07-31 23-10-31 24-03-01 - - - - -
1TWD in Million2TWD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - - - - - - - -
Net Cash position 1 8,656 18,458 2,630 15,133 30,161 44,842 59,331 -
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow 1 25,045 29,012 5,292 24,705 43,257 23,023 29,916 20,741
ROE (net income / shareholders' equity) 17.1% 17.8% 17.8% 19.1% 17.3% 16.1% 17.9% 16.3%
ROA (Net income/ Total Assets) 8.07% 7.87% 7.64% 8.26% 7.56% 7.27% 8.59% 9.3%
Assets 1 286,486 323,727 350,764 395,493 441,813 479,191 505,622 560,817
Book Value Per Share 2 53.70 56.20 59.60 71.90 76.70 83.20 90.70 -
Cash Flow per Share 2 16.00 18.00 10.90 17.80 27.20 25.20 24.50 -
Capex 1 16,866 17,838 23,027 21,824 27,830 29,664 26,827 34,460
Capex / Sales 6.29% 6.31% 7.32% 5.68% 6.94% 6.78% 5.43% 5.85%
Announcement Date 20-03-10 21-02-23 22-02-25 23-02-23 24-03-01 - - -
1TWD in Million2TWD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Delta Electronics, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
B+
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
17
Last Close Price
315 TWD
Average target price
349.6 TWD
Spread / Average Target
+11.00%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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