SAI Reports September Revenue Hits Record High of NT$816 Million, Up 39.69% YoY, September and Q3 Revenues Both Set All-Time Historic Highs for the Same Period.

2026/10/12, Yunlin, Taiwan

Global automotive wheel industry leader SuperAlloy Industrial Co., Ltd. (SAI, 1563 TT) announced its consolidated revenue for September 2026 reached NT$816 million, representing a 48.45% month-on-month (MoM) increase and a 39.69% year-on-year (YoY) surge, setting a new all-time high for single-month revenue.For the third quarter of 2026, consolidated revenue stood at NT$2.016 billion, up 1.83% quarter-on-quarter (QoQ) and 18.48% YoY.  Cumulative consolidated revenue for the first nine months of 2026 totaled NT$5.868 billion, a 9.99% growth compared to the same period last year. These stellar results mark record-breaking historical highs for both September and Q3 revenues for the same period.

SAI stated that its September revenue performance primarily benefited from the continuous recovery in demand from European and American supercar and luxury car brand customers. As the routine summer shutdowns of Western automakers drew to a close in the third quarter, major clients gradually resumed normal production and pulling rhythms, boosting the shipping momentum of customized forged aluminum alloy wheels.  Among them, demand for high-end forged wheels from international brand customers such as Jaguar Land Rover (JLR), Porsche, Toyota, and BMW remained robust. Furthermore, the ongoing demand for lightweight and high-strength wheel configurations in high-performance and luxury vehicle models continued to fuel overall shipping performance.

In addition to the steady growth of its core automotive business, Superalloy has actively extended its decades of high-end precision forging technology into the semiconductor equipment critical components market, establishing a second growth engine through its non-automotive business.
In response to the global semiconductor industry’s expanding investment in advanced nodes, coupled with the equipment supply chain’s demand for high-quality, low-carbon materials, and localized sourcing, Superalloy has aggressively entered the component market for semiconductor front-end equipment chambers, including Chemical Vapor Deposition (CVD), Physical Vapor Deposition (PVD), and etching systems. Currently, the company has completed product validation in collaboration with international clients and entered the trial production phase. As shipments to major customers scale up, this sector is set to generate the next wave of operational growth momentum for the company.

Looking toward the fourth quarter of 2026, SAI will continue to deepen the integrated application of high-end precision forging technology and low-carbon materials. Positioning critical components for semiconductor equipment as a pivotal development focus for its non-automotive business, the company aims to accelerate product validation and mass production integration for recycled aluminum applications, thereby expanding partnership opportunities within the international semiconductor supply chain.  Concurrently, construction, equipment installation, and subsequent commissioning validation at SAI’s new Pingtung smelting plant are progressing on schedule, with mass production expected to phase in by the third quarter of 2027. Moving forward, aligned with the establishment and commissioning of this new capacity, the company will progressively increase the utilization rate of its RESAICAL® low-carbon aluminum across all product lines. This strategy will fully ignite a second growth curve driven by a “high-end automotive + semiconductor green supply chain,” fulfilling its three core commitments of “high quality, highly efficient cost reduction, and localized green net-zero” to generate long-term, steady value returns for shareholders.

<Appendix> Monthly Consolidated Revenue                          Unit: NT$ thousand