SAI reported November revenue of NT$582 million and is expanding into diversified industries and recycled aluminum.

These efforts support sustained medium- to long-term growth.

2025/12/09, Yunlin, Taiwan

SAI Reports Operating Performance for January–November 2025 and Provides Business Outlook

Global automotive wheel industry leader SuperAlloy Industrial Co., Ltd. (SAI, 1563 TT) announced consolidated revenue of NT$582 million for November 2025, representing a slight decrease of 1.71% from the previous month and a 17.48% decline compared with the same period last year. Cumulative revenue for January through November 2025 reached NT$6.508 billion, down 5.95% year-over-year.

SAI noted that November revenue was still affected by adjustments in the global luxury vehicle market and the transition period associated with the introduction of new model-year vehicles, resulting in a relatively conservative short-term shipment pace. Nevertheless, major global customers’ new-model projects continue to progress as planned, and both the North American and European markets have gradually recovered since the fourth quarter, enabling the Company to maintain a stable full-year performance.

Recovery in Global Luxury Vehicle Demand Supports Growth Momentum in the Premium Forged Wheel Market

Although the high interest rate environment has not fully subsided, the global new-car market entered the final stage of inventory adjustment in the fourth quarter. Demand for high-performance and electrified vehicles has begun to recover ahead of the broader market, providing strong support for supercars, luxury vehicles, and key component manufacturers.

Several international brands have unveiled their 2026 model-year vehicles, including the Porsche Cayenne E4 GT, Lamborghini Urus, and Rolls-Royce Spectre—each featuring high-strength, lightweight forged aluminum wheels. According to the latest report from QYResearch, the global forged aluminum wheel market was valued at approximately USD 4.8 billion in 2024 and is expected to grow at a CAGR of 6.5% from 2025 to 2031.

As electric vehicle adoption accelerates and luxury brands place greater emphasis on safety and design differentiation, the penetration rate of forged wheels is set to continue rising. The clear market trend toward “light weighting × safety × design differentiation” will support SAI in securing new projects and expanding its customer portfolio.

Multi-Engine Growth Strategy Takes Shape, Expanding Into Recycled Aluminum and Semiconductor Equipment

Looking ahead to 2026, SAI has fully entered a new stage of transformation and upgrading. Beyond its core business in automotive forged wheels, the Company is actively advancing a “multi-engine growth strategy” to move into higher value-added application fields:

• Recycled Aluminum Materials (Low-Carbon Aluminum)
• The proportion of recycled aluminum used has continued to increase from the baseline level of 40%.
• As global automakers accelerate carbon-emissions management, the penetration of low-carbon materials is rising rapidly, strengthening the Company’s competitiveness.
• Semiconductor Equipment Components
• SAI is currently engaged in joint development and validation with several leading international semiconductor equipment manufacturers.
• The Company’s accumulated expertise in forging and materials R&D enables it to enter high-end application markets that demand exceptional precision and stability.

Both of these business areas have already shown tangible progress, with increasing order visibility. These developments enhance the Company’s resilience against industry cycles and, supported by diversified markets, are expected to establish a more robust long-term growth trajectory.

Conclusion: Steadily Advancing Toward a New Stage of Growth in 2026

Although short-term performance continues to be affected by adjustments in the global luxury vehicle market, clearer new-model launch schedules, recovering demand in major regions, and the Company’s progress in business diversification support a cautiously optimistic outlook for medium- to long-term operations.

SAI will continue to strengthen its core forging technologies, increase the proportion of recycled aluminum, and accelerate expansion into semiconductor and emerging applications to build a more competitive global supply footprint. Guided by the principles of “technology leadership, customer first, and sustainability as the priority,” the Company will steadily drive its next phase of growth.

<Appendix> Monthly Consolidated Revenue                                Unit: NT$ thousand

Contact:

Kelly Wang, SAI Investor Relation and Finance Manager

Phone: (05)551-2288 #204

E-mail: kelly.wang@superalloy.tw

Vicky, IR Trust Vice President

Phone: (02)2585-5701/0920-286136

E-mail: vicky@ir-trust.tw