TSRC Corporation (2103) Earnings Call Transcripts

TSRC Corporation's Latest Earnings Call - May 20, 2026

In the first quarter of 2026, TSRC Corporation reported a net profit of TWD 448 million and an EPS of TWD 0.54, reflecting a challenging environment due to geopolitical tensions and rising raw material costs. The company emphasized its ability to maintain stable operations and effective supply chain management despite these pressures. Management signaled a cautious outlook for the remainder of 2026, highlighting ongoing uncertainties in the market while maintaining a focus on long-term growth strategies.

Reported metrics

Guidance from management

Management acknowledged ongoing market uncertainties and emphasized a focus on maintaining operational stability and disciplined resource allocation. They did not provide specific numerical guidance for the remainder of 2026.

What management said

[Foreign Language] Ladies and gentlemen, welcome to TSRC 2026 Virtual Investor Conference. I'm the Deputy Spokesperson of TSRC. As usual, I would like to remind everyone of the safe harbor notice for the contents presented today, they are predictive in nature. [Foreign Language] In today's 1-hour conference, our CFO will cover TSRC 2025 and 2026 Q1 financial performance. Then our CEO will cover TSRC 2026 business ...

[Foreign Language] Now let's start the Q&A session, and we will reach out using your content information for the questions that we do not have enough time to cover today. [Foreign Language]

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical tensions on supply stability and pricing power. There were questions about how TSRC plans to navigate the volatility in raw material costs and maintain margins in a competitive environment.

Main topics on the call

• Supply Chain Management — Management highlighted the importance of effective supply-demand management and timely pricing communication to maintain stability amid raw material disruptions. CEO Joseph Chai stated, "the value of our long-established...
• Product Line Performance — TSRC's product lines showed varied performance, with ESBR benefiting from increased production and sales, while BR faced competitive pricing pressures. The CFO noted, "ESBR benefited from a significant increase in both p...
• Geopolitical Impact — The ongoing Middle East conflict has created significant volatility in raw material prices and supply chain stability. Management acknowledged that the conflict is a "critical variable that cannot be ignored," affecting ...
• Investment Income Growth — TSRC reported a significant increase in investment income from its equity investments, with ISRPL contributing TWD 190 million, up TWD 45 million from the previous quarter. The CFO stated, "this was mainly due to ARLANXE...

Read the full TSRC Corporation transcript (May 20, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 3 TSRC Corporation earnings call transcripts on record, spanning May 23, 2024 to May 20, 2026. Based on this history, TSRC Corporation reports annually. The most recent call on file is dated May 20, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

2103

Exchange

TWSE

Country

TW

Sector

Materials

Industry

Chemicals

Calls on record

3

First call

May 23, 2024

Most recent

May 20, 2026

Reporting cadence

annually