Rectron Ltd.

Rectron Ltd.

TTWSE:2302
44.65
TWD
-1.65
(-3.56%)
1.07EPS
44.55P/E
7.96BMarket Cap
Rectron Ltd.
TWSE:2302
(Taiwan Stock Exchange)

Recent

price

44.65

P/E

ratio

44.55

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
TWD
7.09
4.82
3.51
3.76
3.81
3.08
3.12
2.7
3.13
3
4.57
4.48
5.28
4.31
4.55
5.09
5.64
Revenue per Share
0.24
-0.48
-1.04
0.15
0.74
0.03
0.08
-0.2
0.17
- -
0.64
0.51
1.06
0.52
0.75
0.49
1.07
Basic EPS, GAAP
-0.06
0.15
-0.67
-0.24
-0.38
1.58
0.73
-0.18
-0.07
0.33
0.59
-0.1
1.78
0.83
0.92
-0.68
0.68
Free Cash Flow per Basic Share
- -
0.05
- -
- -
0.02
0.33
0.02
- -
- -
- -
- -
0.3
0.6
0.8
0.31
0.58
- -
Dividend per Share
10.73
10.64
9.4
9.74
10.66
10.33
10.1
9.76
9.95
9.72
10.46
10.81
11.12
10.68
11.03
10.87
11.05
Book Value per Share
10.65
10.56
9.32
9.74
10.66
10.33
10.1
9.76
9.95
9.72
10.46
10.81
11.12
10.68
11.03
10.87
11.05
Tangible Book Value per Share
164
166
166
166
161
166
166
166
166
166
166
166
166
166
166
166
166
Basic Weighted Avg Shares
1,159
802
583
625
614
512
518
450
520
498
759
746
878
717
757
846
937
Sales/Revenue/Turnover
1.92
-4.25
-16.42
-2.74
11.96
-2.55
-6.6
-5.05
2.69
-0.87
18.58
10.98
19.45
9.95
10.14
13.85
13.28
Operating Margin (%)
67
60
49
45
41
40
45
41
44
50
51
58
58
55
52
52
47
Depreciation Expense
40
-80
-172
26
120
5
14
-34
28
- -
106
85
176
87
126
82
178
Net Income, GAAP
3.62
- -
- -
7.87
3.57
41.18
27.03
- -
0.09
5.36
4.7
6.24
13.95
18.4
19.33
33.71
22.53
Effective Tax Rate (%)
3.41
-9.99
-29.57
4.12
19.47
0.98
2.68
-7.56
5.31
0.09
13.91
11.39
20.07
12.12
16.57
9.68
19.03
Profit Margin (%)
284
379
41
53
396
237
206
154
172
173
266
294
375
349
244
297
428
Working Capital
- -
- -
- -
- -
5
2
- -
- -
- -
3
3
2
4
3
5
1
- -
LT Debt
1,784
1,770
1,563
1,620
1,773
1,719
1,679
1,623
1,655
1,616
1,739
1,798
1,849
1,776
1,834
1,808
1,837
Total Equity
1.13
- -
- -
-0.93
3.9
-0.41
-1.35
- -
0.96
-0.08
7.35
4.01
7.66
3.13
2.96
4.09
5.18
Return on Invested Capital (%)
2.22
- -
- -
1.65
6.73
0.35
0.85
- -
1.68
0.14
5.87
4.53
9.31
4.74
6.91
4.49
9.98
Return on Capital (%)
2.2
-4.51
-10.35
1.62
7.05
0.29
0.82
-2.06
1.69
0.03
6.3
4.8
9.66
4.79
6.96
4.5
10
Return on Common Equity (%)

Capital Structure

TWD

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
3
3
3
LT Borrowings
- -
- -
- -
LT Finance Leases
1
1
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
166
166
166
Market Capitalization
2,927
2,860
7,958

Working Capital

TWD

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
1,022
1,204
1,317
Cash, Cash Equivalents & STI
700
765
804
Accounts Receivable, Net
145
155
207
Inventories
151
156
179
Total Current Liabilities
725
820
888
Payables & Accruals
- -
- -
- -
ST Debt
3
3
3
Deferred Revenue
- -
- -
- -

Growth Rates

TWD

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
0.57%
0.83%
-1.41%
Free Cash Flow
-283.63%
-428.36%
-173.67%
Net Income, GAAP
2,345.3%
9.35%
-34.78%
Sales/Revenue/Turnover
6.68%
2.98%
11.66%
Total Cash Common Dividend
- -
- -
87.1%

Quarterly Revenue

TWD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
147
203
202
205
757
2025
193
217
224
211
846
2026
216
284
- -
- -
- -

Quarterly Earnings Per Share

TWD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.11
0.19
0.08
0.37
0.75
2025
-0.05
0.07
0.38
0.09
0.49
2026
0.25
0.35
- -
- -
- -

Quarterly Dividends Per Share

TWD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
0.31
2025
- -
- -
- -
- -
0.58
2026
- -
- -
- -
- -
- -
Business
Rectron Limited is a Taiwan-based company primarily engaged in the manufacture and sale of discrete semiconductor products, operating since its founding in 1976 and headquartered in New Taipei City, Taiwan. The company’s core product portfolio includes rectifier diodes; schottky diodes; ultrafast and fast recovery diodes; bridge rectifiers; transient voltage suppressors (TVS); ESD diodes; signal-switching diodes; high voltage diodes; metal-oxide semiconductor field-effect transistors (MOSFETs); transistors; silicon carbide schottky products; and other semiconductor discrete components. These products serve applications across household electrical appliances, communication equipment, computers, terminal machines, and energy-saving lighting systems. Rectron markets and distributes its semiconductor products throughout Taiwan, Asia, the United States, Europe, and other international markets. In recent developments within the last two years, Rectron has maintained its focus on innovation and product expansion in the discrete semiconductor segment, including the launch of advanced silicon carbide schottky diode products, which enhance efficiency and performance in power management applications. The company also continues to strengthen its international operational footprint to better serve global markets. It remains active in strategic alliances and operational enhancements aimed at sustaining competitive advantage in the semiconductor industry. There have been no reported major restructuring or rebranding moves, but Rectron regularly updates its leadership and corporate governance to align with its strategic business goals. This comprehensive approach ensures Rectron remains a significant supplier of discrete semiconductor components globally. Apart from its core semiconductor business, Rectron has minor ventures in real estate rental and liquor trading businesses, although these are not its primary focus. The company’s ongoing strategic priorities emphasize growth in semiconductor manufacturing technologies and expanding its product applications in high-growth sectors such as communications and energy-efficient devices. With a workforce of over 600 employees and revenues exceeding 800 million Taiwan dollars, Rectron Limited is positioned as a robust player in the global semiconductor market.