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2308 TT​

Delta Electronics, Inc.(2308 TT)

$1,560.00-65.004.00%(Market Closed · 06:39:26 UTC · (20 min delay))

Overview

ProfileEntity Structure

Financials & Metrics

FinancialsChartingEmployees

Delta Electronics, Inc. — Company Profile

Established in 1971 and headquartered in Taipei, Taiwan, Delta Electronics, Inc. is a global leader specializing in power and thermal management solutions. Its extensive operations span Mainland China, the United States, Taiwan, and various international markets, organized into three primary divisions: Power Electronics, Automation, and Infrastructure. The Power Electronics division supplies a broad array of components, including inductors, transformers, networking devices, EMI filters, solenoids, and current sensing resistors, catering to applications in portable electronics, cloud computing, automotive systems, and the Internet of Things (IoT). It also manufactures diverse power supply units, such as switching power supplies, power modules, external adapters, and specialized power solutions for industrial and medical sectors, alongside industrial battery charging products. This segment further delivers comprehensive thermal management items like DC brushless fans, blowers, motors, cabinet thermal solutions, and ventilation/automotive fans. A core area of expertise is automotive electronics, encompassing full EV/HEV powertrain solutions, on-board chargers, DC/DC converters, traction inverters and motors, and both merchant and mobile power products. Within the Automation division, Delta offers a wide suite of industrial automation products and integrated solutions. These comprise drives, motion control systems, industrial control and communication devices, power quality enhancement tools, human-machine interfaces (HMIs), sensors, meters, and advanced robotic solutions. It also develops crucial information monitoring and management systems like SCADA and industrial EMS to enable smart manufacturing processes. Beyond industrial applications, this segment extends to building automation, providing management software, control systems, high-efficiency LED drivers and luminaires for smart lighting, and intelligent video surveillance technologies. The Infrastructure division focuses on essential systems such as telecommunications power systems, networking infrastructure, uninterruptible power supplies (UPS), and data center solutions. Furthermore, it addresses modern energy demands with EV charging products, energy storage systems, renewable energy solutions, and motor drives.

Sector
Industrials
Industry
Transportation Infrastructure
Exchange
TT
CEO
Simon Chang
Headquarters
Taipei, TP, TW
IPO Date
Dec 19, 1988
Employees
85,684
Website
www.deltaww.com

Key Metrics

Price
$2005.00
Market Cap
$5.21T
Revenue (TTM)
$159.35B
Net Income (TTM)
$23.83B
EPS (TTM)
7.91
P/E (TTM)
68.50
P/B (TTM)
17.39
Dividend Yield
1.77%
ROE (TTM)
7.96%
ROA (TTM)
3.48%
Operating Margin
17.83%
Beta
0.42

Dividends

Last Dividend
$7.00
Last Yield
0.02%

Summary

Established in 1971 and headquartered in Taipei, Taiwan, Delta Electronics, Inc. is a global leader specializing in power and thermal management solutions. Its extensive operations span Mainland China, the United States, Taiwan, and various international markets, organized into three primary divisions: Power Electronics, Automation, and Infrastructure. The Power Electronics division supplies a broad array of components, including inductors, transformers, networking devices, EMI filters, solenoids, and current sensing resistors, catering to applications in portable electronics, cloud computing, automotive systems, and the Internet of Things (IoT). It also manufactures diverse power supply units, such as switching power supplies, power modules, external adapters, and specialized power solutions for industrial and medical sectors, alongside industrial battery charging products. This segment further delivers comprehensive thermal management items like DC brushless fans, blowers, motors, cabinet thermal solutions, and ventilation/automotive fans. A core area of expertise is automotive electronics, encompassing full EV/HEV powertrain solutions, on-board chargers, DC/DC converters, traction inverters and motors, and both merchant and mobile power products. Within the Automation division, Delta offers a wide suite of industrial automation products and integrated solutions. These comprise drives, motion control systems, industrial control and communication devices, power quality enhancement tools, human-machine interfaces (HMIs), sensors, meters, and advanced robotic solutions. It also develops crucial information monitoring and management systems like SCADA and industrial EMS to enable smart manufacturing processes. Beyond industrial applications, this segment extends to building automation, providing management software, control systems, high-efficiency LED drivers and luminaires for smart lighting, and intelligent video surveillance technologies. The Infrastructure division focuses on essential systems such as telecommunications power systems, networking infrastructure, uninterruptible power supplies (UPS), and data center solutions. Furthermore, it addresses modern energy demands with EV charging products, energy storage systems, renewable energy solutions, and motor drives.

Website
www.deltaww.com
Location
Taipei, TP, TW
Phone886 2 8797 2088
Employees85,684
CEOSimon Chang
Sector
Industrials
Industry
Transportation Infrastructure
IPO DateDec 19, 1988

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Key Stats

Trading

Px/Chg 1D$2,005.00 / +6.37%
Avg Volume12.82M
Beta0.42
Mkt Cap5.21T
FD Mkt Cap4.75T

Float

Shrs Out/Float2.60B / 1.57B
Short Float0.00%
Days to Cover0.00
Stock Repurchased$0.00

Current Valuation

EV5.17T
EV/EBITDA39.33
EV/Sales8.69
P/B17.39
P/S8.75
FCF Yield0.16%
ROE7.96%
ROA3.48%
Current Ratio1.95

Dividend

Cash$7.00
Yield1.77%
Yield (TTM)1.77%

Estimates

P/E68.50
Est P/EN/A
Est EPSN/A
Est PEGN/A

Valuation

Metric5Yr AvgMar '23Mar '24Mar '25Mar '26Oct '26
PRICE-BASED RATIOS
Price / Earnings103.7923.5026.5327.76222.68218.51
Price / Sales13.252.002.212.3227.0632.68
Price / Book Value9.304.114.454.2516.3117.39
Price / Free Cash Flow178.3131.8620.7025.86200.95612.17
ENTERPRISE VALUE METRICS
Enterprise Value2,440,358.5793,100.7901,473.2976,491.24,357,870.85,172,856.3
Enterprise Value / Sales13.212.062.252.3226.9632.46
Enterprise Value / EBITDA62.0513.2914.6113.58135.59133.20
Enterprise Value / EBIT79.5819.1422.0220.46169.91166.37

Financials

Full Financials
Millions TWD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue15.2%314,670.8384,443.3401,226.5421,147.6554,885.2
Gross Income21.7%86,583.1106,925.7113,269.3132,683.2190,156.6
EBITDA24.7%47,881.359,692.961,706.471,903.3115,667.6
EBIT29.4%31,340.241,439.140,941.847,733.787,866.0
Net Income26.2%26,796.332,665.733,392.735,228.667,936.3
EPS (Diluted)22.5%10.2712.5212.8013.5123.14
BALANCE SHEET
Cash & ST Inv31.9%51,268.063,571.892,619.6121,792.5155,112.9
Total Assets15%365,112.3425,873.8457,746.6531,897.7639,618.6
Total Liabilities15.1%178,987.7200,506.6215,011.1252,332.4314,229.6
Total Shareholder Equity14.7%154,786.5186,788.9199,163.8230,087.3268,058.0
CASH FLOW
Net Operating Cash Flow36.6%28,319.446,529.171,086.472,895.098,685.5
Cap Ex17.3%-24,328.3-22,439.6-28,299.7-35,074.4-46,091.3
Free Cash Flow90.5%3,991.124,089.542,786.837,820.652,594.2

Enterprise Value Bridge

Millions TWD22 Oct '26
Price (As of 22 Oct '26)1,560.00
Basic Shares2,597.54
Market Cap4,052,167.6
Diluted Shares3,013.22
Fully Diluted Shares Outstanding3,013.22
Fully Diluted Market Cap4,700,618.5
+Consolidated Debt68,311.1
−In-the-Money Convertible Debt—
+Capital Leases2,715.1
+Operating Leases—
−Cash & Equivalents-161,245.6
−Short-term Investments-3,297.1
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest57,716.5
+Pension Liabilities—
Enterprise Value4,016,949.6

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