Reported Earnings • May 17
First quarter 2026 earnings released: EPS: NT$0.31 (vs NT$0.23 in 1Q 2025) First quarter 2026 results: EPS: NT$0.31 (up from NT$0.23 in 1Q 2025). Revenue: NT$191.3m (down 11% from 1Q 2025). Net income: NT$26.7m (up 36% from 1Q 2025). Profit margin: 14% (up from 9.2% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Reported Earnings • Mar 12
Full year 2025 earnings released: EPS: NT$0.78 (vs NT$1.14 in FY 2024) Full year 2025 results: EPS: NT$0.78 (down from NT$1.14 in FY 2024). Revenue: NT$803.7m (up 2.0% from FY 2024). Net income: NT$67.3m (down 31% from FY 2024). Profit margin: 8.4% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Annuncio • Mar 10
evertex fabrinology limited, Annual General Meeting, Jun 23, 2026 evertex fabrinology limited, Annual General Meeting, Jun 23, 2026. Location: no,9, jung an rd., nei ts`uo li, lujhu district, taoyuan city Taiwan Reported Earnings • Nov 18
Third quarter 2025 earnings released: EPS: NT$0.25 (vs NT$0.13 in 3Q 2024) Third quarter 2025 results: EPS: NT$0.25 (up from NT$0.13 in 3Q 2024). Revenue: NT$179.8m (down 8.5% from 3Q 2024). Net income: NT$21.5m (up 90% from 3Q 2024). Profit margin: 12% (up from 5.8% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. New Risk • Aug 19
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.9% Last year net profit margin: 9.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 178% Cash payout ratio: 215% Minor Risks Profit margins are more than 30% lower than last year (5.9% net profit margin). Market cap is less than US$100m (NT$1.71b market cap, or US$56.8m). Reported Earnings • Aug 19
Second quarter 2025 earnings released: NT$0.16 loss per share (vs NT$0.27 profit in 2Q 2024) Second quarter 2025 results: NT$0.16 loss per share (down from NT$0.27 profit in 2Q 2024). Revenue: NT$198.7m (up 6.4% from 2Q 2024). Net loss: NT$13.6m (down 158% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jul 08
Upcoming dividend of NT$1.01 per share Eligible shareholders must have bought the stock before 15 July 2025. Payment date: 15 August 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.6%. Lower than top quartile of Taiwanese dividend payers (5.3%). In line with average of industry peers (4.5%). Valuation Update With 7 Day Price Move • Jun 02
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to NT$21.75, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 17x in the Luxury industry in Taiwan. Negligible returns to shareholders over past three years. Reported Earnings • May 15
First quarter 2025 earnings released: EPS: NT$0.23 (vs NT$0.36 in 1Q 2024) First quarter 2025 results: EPS: NT$0.23 (down from NT$0.36 in 1Q 2024). Revenue: NT$213.9m (up 13% from 1Q 2024). Net income: NT$19.7m (down 37% from 1Q 2024). Profit margin: 9.2% (down from 16% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Declared Dividend • May 12
Dividend increased to NT$1.01 Dividend of NT$1.01 is 74% higher than last year. Ex-date: 15th July 2025 Payment date: 15th August 2025 Dividend yield will be 3.8%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 5.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Annuncio • May 01
evertex fabrinology limited to Report Q1, 2025 Results on May 09, 2025 evertex fabrinology limited announced that they will report Q1, 2025 results on May 09, 2025 Reported Earnings • Mar 19
Full year 2024 earnings released: EPS: NT$1.13 (vs NT$0.57 in FY 2023) Full year 2024 results: EPS: NT$1.13 (up from NT$0.57 in FY 2023). Revenue: NT$788.0m (up 20% from FY 2023). Net income: NT$97.3m (up 97% from FY 2023). Profit margin: 12% (up from 7.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Annuncio • Mar 13
evertex fabrinology limited, Annual General Meeting, Jun 26, 2025 evertex fabrinology limited, Annual General Meeting, Jun 26, 2025. Location: no,9, jung an rd., nei ts`uo li, lujhu district, taoyuan city Taiwan Annuncio • Mar 04
evertex fabrinology limited to Report Q4, 2024 Results on Mar 12, 2025 evertex fabrinology limited announced that they will report Q4, 2024 results on Mar 12, 2025 Reported Earnings • Nov 18
Third quarter 2024 earnings released: EPS: NT$0.13 (vs NT$0.064 in 3Q 2023) Third quarter 2024 results: EPS: NT$0.13 (up from NT$0.064 in 3Q 2023). Revenue: NT$196.6m (up 35% from 3Q 2023). Net income: NT$11.3m (up 106% from 3Q 2023). Profit margin: 5.8% (up from 3.8% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Aug 22
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to NT$24.60, the stock trades at a trailing P/E ratio of 35.1x. Average trailing P/E is 20x in the Luxury industry in Taiwan. Total returns to shareholders of 64% over the past three years. Reported Earnings • Aug 17
Second quarter 2024 earnings released: EPS: NT$0.27 (vs NT$0.10 in 2Q 2023) Second quarter 2024 results: EPS: NT$0.27 (up from NT$0.10 in 2Q 2023). Revenue: NT$186.7m (up 25% from 2Q 2023). Net income: NT$23.4m (up 174% from 2Q 2023). Profit margin: 13% (up from 5.7% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Annuncio • Aug 02
evertex fabrinology limited to Report Q2, 2024 Results on Aug 09, 2024 evertex fabrinology limited announced that they will report Q2, 2024 results on Aug 09, 2024 Upcoming Dividend • Jul 08
Upcoming dividend of NT$0.58 per share Eligible shareholders must have bought the stock before 15 July 2024. Payment date: 16 August 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.8%. Lower than top quartile of Taiwanese dividend payers (4.2%). In line with average of industry peers (3.1%). Reported Earnings • May 19
First quarter 2024 earnings released: EPS: NT$0.36 (vs NT$0.41 in 1Q 2023) First quarter 2024 results: EPS: NT$0.36 (down from NT$0.41 in 1Q 2023). Revenue: NT$190.3m (down 18% from 1Q 2023). Net income: NT$31.1m (down 12% from 1Q 2023). Profit margin: 16% (up from 15% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Declared Dividend • May 12
Dividend increased to NT$0.58 Dividend of NT$0.58 is 29% higher than last year. Ex-date: 15th July 2024 Payment date: 16th August 2024 Dividend yield will be 3.0%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (101% earnings payout ratio). However, it is well covered by cash flows (45% cash payout ratio). The dividend has increased by an average of 6.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates. Annuncio • May 11
Evertex Fabrinology Ltd. Announces Cash Dividend, Payable on August 16, 2024 Evertex Fabrinology Ltd. announced cash dividend to common share holders of TWD 49,744,860 (TWD 0.58 per share). Ex-rights (ex-dividend) trading date is July 15, 2024. Last date before book closure is July 16, 2024. Book closure starting date is July 17, 2024. Book closure ending date is July 21, 2024. Ex-rights (ex-dividend) record date is July 21, 2024. Payment date of common stock cash dividend distribution is August 16, 2024. Annuncio • May 03
evertex fabrinology limited to Report Q1, 2024 Results on May 10, 2024 evertex fabrinology limited announced that they will report Q1, 2024 results at 9:00 AM, Taipei Standard Time on May 10, 2024 Reported Earnings • Mar 15
Full year 2023 earnings released: EPS: NT$0.58 (vs NT$0.38 in FY 2022) Full year 2023 results: EPS: NT$0.58 (up from NT$0.38 in FY 2022). Revenue: NT$655.2m (down 23% from FY 2022). Net income: NT$49.3m (up 50% from FY 2022). Profit margin: 7.5% (up from 3.9% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year. Annuncio • Mar 09
evertex fabrinology limited, Annual General Meeting, Jun 25, 2024 evertex fabrinology limited, Annual General Meeting, Jun 25, 2024. Location: No.9 Rong’an Rd., Luzhu Dist., Taoyuan City 338028, Taiwan Taoyuan City Taiwan Agenda: To consider Report on 2023 Business Report; to Report on 2023 Audit Committee's Review Report; to Report on 2023 ”Procedures for Loaning Funds to Others”and ”Procedures for Endorsements and Guarantees”; to Report on 2023 Distribution of Remunerations to Employees & Directors; to Report on the second half of 2023 Earnings of cash dividend distribution; to Report on amendments to the Internal Regulations; to Ratification of the 2023 Business Report and Financial Statements; and to consider other matters if any. Reported Earnings • Nov 15
Third quarter 2023 earnings released: EPS: NT$0.06 (vs NT$0.15 in 3Q 2022) Third quarter 2023 results: EPS: NT$0.06 (down from NT$0.15 in 3Q 2022). Revenue: NT$145.6m (down 36% from 3Q 2022). Net income: NT$5.49m (down 56% from 3Q 2022). Profit margin: 3.8% (down from 5.6% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year. Reported Earnings • Aug 12
Second quarter 2023 earnings released: EPS: NT$0.10 (vs NT$0.071 loss in 2Q 2022) Second quarter 2023 results: EPS: NT$0.10 (up from NT$0.071 loss in 2Q 2022). Revenue: NT$149.5m (down 29% from 2Q 2022). Net income: NT$8.54m (up NT$14.6m from 2Q 2022). Profit margin: 5.7% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jul 20
Upcoming dividend of NT$0.45 per share at 2.3% yield Eligible shareholders must have bought the stock before 27 July 2023. Payment date: 18 August 2023. Payout ratio is on the higher end at 94%, however this is supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Taiwanese dividend payers (5.5%). Lower than average of industry peers (4.4%). Reported Earnings • Mar 30
Full year 2022 earnings released: EPS: NT$0.38 (vs NT$0.76 in FY 2021) Full year 2022 results: EPS: NT$0.38 (down from NT$0.76 in FY 2021). Revenue: NT$845.2m (down 5.5% from FY 2021). Net income: NT$32.8m (down 50% from FY 2021). Profit margin: 3.9% (down from 7.3% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 1% per year. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Wu Zhong Liao was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 16
Second quarter 2022 earnings released: NT$0.07 loss per share (vs NT$0.34 profit in 2Q 2021) Second quarter 2022 results: NT$0.07 loss per share (down from NT$0.34 profit in 2Q 2021). Revenue: NT$209.3m (down 11% from 2Q 2021). Net loss: NT$6.06m (down 121% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 4% per year. Upcoming Dividend • Jul 21
Upcoming dividend of NT$0.80 per share Eligible shareholders must have bought the stock before 28 July 2022. Payment date: 19 August 2022. Payout ratio and cash payout ratio are on the higher end at 80% and 77% respectively. Trailing yield: 4.1%. Lower than top quartile of Taiwanese dividend payers (6.7%). In line with average of industry peers (4.0%). Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment improved over the past week After last week's 15% share price gain to NT$23.65, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 14x in the Luxury industry in Taiwan. Total returns to shareholders of 15% over the past three years. Reported Earnings • May 16
First quarter 2022 earnings released: EPS: NT$0.31 (vs NT$0.076 in 1Q 2021) First quarter 2022 results: EPS: NT$0.31 (up from NT$0.076 in 1Q 2021). Revenue: NT$299.9m (up 49% from 1Q 2021). Net income: NT$26.9m (up 315% from 1Q 2021). Profit margin: 9.0% (up from 3.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Wu Zhong Liao was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Apr 13
Investor sentiment improved over the past week After last week's 19% share price gain to NT$25.05, the stock trades at a trailing P/E ratio of 33x. Average trailing P/E is 18x in the Luxury industry in Taiwan. Total returns to shareholders of 24% over the past three years. Reported Earnings • Apr 02
Full year 2021 earnings released: EPS: NT$0.76 (vs NT$0.41 in FY 2020) Full year 2021 results: EPS: NT$0.76 (up from NT$0.41 in FY 2020). Revenue: NT$894.8m (up 42% from FY 2020). Net income: NT$65.2m (up 84% from FY 2020). Profit margin: 7.3% (up from 5.6% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Reported Earnings • Nov 15
Third quarter 2021 earnings released: EPS NT$0.15 (vs NT$0.11 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: NT$243.5m (up 54% from 3Q 2020). Net income: NT$12.7m (up 34% from 3Q 2020). Profit margin: 5.2% (down from 6.0% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Reported Earnings • Aug 18
Second quarter 2021 earnings released: EPS NT$0.34 (vs NT$0.11 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$234.5m (up 168% from 2Q 2020). Net income: NT$29.4m (up NT$38.7m from 2Q 2020). Profit margin: 13% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 4% per year. Upcoming Dividend • Jul 22
Upcoming dividend of NT$0.42 per share Eligible shareholders must have bought the stock before 29 July 2021. Payment date: 20 August 2021. Trailing yield: 2.6%. Lower than top quartile of Taiwanese dividend payers (4.9%). In line with average of industry peers (2.5%). Reported Earnings • Mar 30
Full year 2020 earnings released: EPS NT$0.41 (vs NT$0.89 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$630.8m (down 23% from FY 2019). Net income: NT$35.4m (down 53% from FY 2019). Profit margin: 5.6% (down from 9.3% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has remained flat. Is New 90 Day High Low • Jan 20
New 90-day low: NT$17.55 The company is down 5.0% from its price of NT$18.40 on 22 October 2020. The Taiwanese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 1.0% over the same period. Reported Earnings • Nov 14
Third quarter 2020 earnings released: EPS NT$0.11 The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$158.5m (down 23% from 3Q 2019). Net income: NT$9.49m (down 47% from 3Q 2019). Profit margin: 6.0% (down from 8.6% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Is New 90 Day High Low • Sep 24
New 90-day low: NT$17.50 The company is down 8.0% from its price of NT$19.00 on 23 June 2020. The Taiwanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 1.0% over the same period.