企業プロフィール · Technology

Elite Material Co Ltd

2383 · 台湾株
取引所
台湾株
国 / 地域
Taiwan
現在値
4,815
リアルタイム · 2026年7月27日
妥当買付価格
1,000
安全マージンの起点
ベイリー成長スコア
47/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 4,815 リアルタイム · 楽観的シナリオの上限を超過 · 将来の成長を先取り

総合バリュエーションレンジ · 保守的 350–600 / 妥当 800–1,300 / 楽観的 1,600–2,100。4,815 時点で 楽観的シナリオの上限を超過 · 将来の成長を先取り。

レポート公開時 4,885(2026年6月9日)

時価総額NT$1.71兆
売上高(TTM)NT$1056.48億
EBITDANT$235.61億
純利益率15.64%
ROE40.68%
PER (TTM)104.17
予想PER10.74
PEG0.23
EPSNT$45.79
配当利回り0.51%
52週レンジNT$822.00 – NT$5,635.00

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Elite Material Co., Ltd. engages in the manufacturing and sales of copper clad laminates, electronic-industrial specialty chemical and raw materials, and electronic components in Taiwan, China, and internationally. The company also offers printed circuit boards, prepreg, and adhesive sheets. Its products are used in various industries, including mobile devices, infrastructure, automotives, aerospace, military, industrial, and autonomous driving applications. The company was incorporated in 1992 and is headquartered in Taoyuan City, Taiwan.

沿革

Elite Material Co., Ltd. was incorporated in 1992 and is headquartered in Taoyuan City, Taiwan. The company manufactures and sells copper clad laminates, electronic-industrial specialty chemicals and raw materials, and electronic components, and also offers printed circuit boards, prepreg, and adhesive sheets. Its annual revenue grew from NT$38.5 billion in 2021 to NT$41.3 billion in 2023, then accelerated to NT$64.38 billion in 2024 and NT$94.26 billion in 2025.

業界での地位

Elite Material is a leading Taiwanese maker of high-end copper clad laminates (CCL) and laminate materials, supplying PCB makers and the AI server and high-speed switch supply chains. Its products serve mobile devices, infrastructure, automotive, aerospace, military, industrial, and autonomous-driving applications. Per its 2025 annual report, it holds about 13.3% overall global CCL share and 34.4% in halogen-free CCL. Prismark data show the top ten laminate suppliers held 77% of 2024 global sales, with the top four (Kingboard, Shengyi, EMC, and Nan Ya Plastics) at about 49.7%, and EMC at roughly 22.1% of specialty laminate revenue and a top supplier in high-speed and halogen-free high-speed laminates.

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