Stock 2351 SDI CORPORATION
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Financials SDI Corporation

Equities

2351

TW0002351004

Semiconductors

End-of-day quote Taiwan S.E.
Other stock markets
 06:00:00 2024-04-25 pm EDT 		5-day change 1st Jan Change
100 TWD +4.06% Intraday chart for SDI Corporation +4.06% -11.89%
Mar. 07 SDI Corporation Reports Earnings Results for the Full Year Ended December 31, 2023 CI
2023 SDI Corporation Reports Earnings Results for the Third Quarter and Nine Months Ended September 30, 2023 CI

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 11,821 17,886 31,966 17,558 20,673 18,214 - -
Enterprise Value (EV) 1 13,676 19,497 31,966 19,792 22,489 19,888 19,555 19,337
P/E ratio 24 x 51.1 x 37.5 x 18.7 x 27.9 x 22.6 x 16.9 x 15.6 x
Yield 2.77% 1.83% 1.71% 3.32% 2.29% 2.7% 3.38% 4%
Capitalization / Revenue 1.34 x 2.12 x 2.87 x 1.5 x 1.9 x 1.59 x 1.42 x 1.33 x
EV / Revenue 1.55 x 2.31 x 2.87 x 1.69 x 2.07 x 1.74 x 1.52 x 1.41 x
EV / EBITDA 9.22 x 15 x 16.8 x 10.8 x 13.6 x 11 x 9.13 x 9.04 x
EV / FCF 30.3 x 33.7 x -47.5 x 16.7 x 21.8 x 37.4 x 27.5 x 19 x
FCF Yield 3.3% 2.96% -2.11% 5.97% 4.59% 2.67% 3.64% 5.27%
Price to Book 2.1 x 3.15 x 5.17 x 2.65 x 3.05 x 2.3 x 2.24 x 2.16 x
Nbr of stocks (in thousands) 182,140 182,140 182,140 182,140 182,140 182,140 - -
Reference price 2 64.90 98.20 175.5 96.40 113.5 100.0 100.0 100.0
Announcement Date 3/26/20 3/22/21 3/9/22 3/10/23 3/7/24 - - -
1TWD in Million2TWD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 8,839 8,451 11,153 11,724 10,857 11,420 12,860 13,694
EBITDA 1 1,483 1,297 1,899 1,830 1,651 1,803 2,142 2,138
EBIT 1 751.1 601.6 1,225 1,169 979.2 1,076 1,428 1,496
Operating Margin 8.5% 7.12% 10.99% 9.98% 9.02% 9.42% 11.11% 10.92%
Earnings before Tax (EBT) 1 694.6 514.6 1,168 1,270 1,001 1,077 1,410 1,516
Net income 1 491.6 349.1 852.2 940.5 742.8 806.7 1,077 1,163
Net margin 5.56% 4.13% 7.64% 8.02% 6.84% 7.06% 8.37% 8.49%
EPS 2 2.700 1.920 4.680 5.160 4.070 4.430 5.911 6.390
Free Cash Flow 1 451.8 577.7 -673.3 1,182 1,031 532 711.5 1,019
FCF margin 5.11% 6.84% -6.04% 10.08% 9.5% 4.66% 5.53% 7.44%
FCF Conversion (EBITDA) 30.46% 44.53% - 64.58% 62.46% 29.51% 33.21% 47.66%
FCF Conversion (Net income) 91.9% 165.46% - 125.67% 138.84% 65.95% 66.06% 87.62%
Dividend per Share 2 1.800 1.800 3.000 3.200 2.600 2.700 3.380 4.000
Announcement Date 3/26/20 3/22/21 3/9/22 3/10/23 3/7/24 - - -
1TWD in Million2TWD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q3 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1
Net sales 1 2,901 3,035 2,792 3,086 2,998 2,848 2,685 2,824 2,748 2,599 2,473 2,729 3,028 3,212 3,240
EBITDA - - - - - - - - - - - - - - -
EBIT 1 330.2 287.3 295.8 357.8 249.4 266.5 309 229.7 237 203.6 177.5 246.5 304.5 334 354.6
Operating Margin 11.38% 9.47% 10.59% 11.59% 8.32% 9.36% 11.51% 8.13% 8.62% 7.83% 7.18% 9.03% 10.05% 10.4% 10.95%
Earnings before Tax (EBT) 1 328.2 291.5 333 389.9 332.8 214.3 295.2 283.2 275.9 146.5 182.3 248.3 310.3 336 -
Net income 1 236.9 206.1 251.5 280.2 256 152.8 221 202.6 208 111.2 134.7 184.7 233 253.7 -
Net margin 8.17% 6.79% 9.01% 9.08% 8.54% 5.37% 8.23% 7.17% 7.57% 4.28% 5.45% 6.77% 7.69% 7.9% -
EPS 2 1.300 1.130 1.380 1.540 1.400 0.8400 1.210 1.110 1.140 0.6100 0.7400 1.017 1.283 1.393 1.546
Dividend per Share - - - - - - - - - - - - - - -
Announcement Date 11/10/21 3/9/22 5/9/22 8/10/22 11/11/22 3/10/23 5/12/23 8/10/23 11/9/23 3/7/24 - - - - -
1TWD in Million2TWD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 1,855 1,611 - 2,234 1,816 1,674 1,341 1,123
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 1.251 x 1.241 x - 1.22 x 1.1 x 0.9285 x 0.6259 x 0.5253 x
Free Cash Flow 1 452 578 -673 1,182 1,031 532 712 1,019
ROE (net income / shareholders' equity) 8.67% 6.17% 14.4% 14.7% 11.1% 12.5% 13.9% 14.4%
ROA (Net income/ Total Assets) 4.51% 3.33% 7.22% 7.24% 5.93% 7.2% 8.15% 8.8%
Assets 1 10,889 10,486 11,810 12,985 12,536 11,204 13,215 13,216
Book Value Per Share 2 31.00 31.20 34.00 36.40 37.20 43.50 44.70 46.20
Cash Flow per Share 2 5.640 5.850 2.860 10.90 9.470 6.200 5.900 8.300
Capex 1 576 489 1,194 815 695 600 550 500
Capex / Sales 6.52% 5.79% 10.7% 6.95% 6.4% 5.25% 4.28% 3.65%
Announcement Date 3/26/20 3/22/21 3/9/22 3/10/23 3/7/24 - - -
1TWD in Million2TWD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for SDI Corporation

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
4
Last Close Price
100 TWD
Average target price
116.8 TWD
Spread / Average Target
+16.75%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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