“Advanced Forged Components + Recycled Aluminum” Dual Engines to Drive Future Growth
2025/10/08, Yunlin, Taiwan
Global automotive wheel industry leader SuperAlloy Industrial Co., Ltd. (SAI, 1563 TT) announced consolidated revenue of NT$584 million for September 2025, up 8.9% MoM, signaling a gradual recovery from the summer slowdown. Cumulative revenue for January through September 2025 reached NT$5.33 billion, representing a 3.8% YoY decline.
SAI noted that following the end of the traditional summer break, one major European brand temporarily halted production at several assembly lines due to internal operational adjustments, leading to short-term shipment delays. As production resumes, these deferred orders are expected to be fulfilled and recognized in the coming months, providing a compensatory boost to fourth-quarter performance.
Strengthening Recycled Aluminum and Materials Diversification
SAI highlighted that global demand for recycled aluminum continues to rise sharply. The company has already received certification from seven international brand customers and is actively expanding its recycled aluminum sales and toll-smelting services. Its second smelting facility, scheduled for completion and commissioning in 2026, will further expand alloy types and billet dimensions.
The recycled aluminum business not only enhances operational scale and profitability but also aligns with global brand customers’ sustainability roadmaps, enabling SAI to establish long-term strategic partnerships.
New Opportunities in Semiconductor and Hydrogen Energy Components
Beyond its core forged wheel business, SAI is accelerating diversification into high-barrier industrial applications. The company’s forged aluminum components for semiconductor equipment are currently under customer qualification, with initial shipments expected to begin in 2026. This initiative underscores SAI’s expertise in forging precision and quality control while expanding its revenue base.
Meanwhile, SAI is also conducting material R&D for hydrogen energy commercial vehicle components, focusing on high-strength, lightweight, and corrosion-resistant aluminum alloys. As hydrogen infrastructure development accelerates worldwide, hydrogen-powered vehicles are expected to become a growing segment in next-generation transportation. Leveraging its core strengths in materials science and forging technology, SAI aims to capture emerging opportunities in this field.
Outlook
Looking ahead, SAI expects postponed automotive orders to be delivered progressively in the fourth quarter, supported by the traditional peak season for automotive components and rising demand for recycled aluminum sales and smelting services.
The company is executing a “dual-engine growth strategy” built on advanced forged components and recycled aluminum, extending its aluminum forging and smelting technologies into non-automotive and high-entry-barrier markets. SAI targets to raise the revenue contribution from non-passenger vehicle aluminum wheel products to over 40% within three years, supported by an optimized product mix, localized supply chain integration, and a strengthened international presence.
Through continuous technology advancement and sustainable operations, SAI is committed to delivering steady growth and long-term value for shareholders.
<Appendix> Monthly Consolidated Revenue Unit: NT$ thousand
| 2025 | 2024 | YOY (%) | |
| September 2025 | 584,286 | 597,422 | -2.2 |
| Jan. – Sep. 2025 | 5,334,742 | 5,545,633 | -3.8 |
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
