Eclat Textile's Q1 Revenue Reaches Second Highest at NT$9.6 Billion; Q2 Expected to Continue Growth with Ample Raw Materials

Eclat Textile CFO Lin Fen-ju stated that although recent soaring oil prices have raised inflation concerns, clients have not cut orders, and Eclat Textile's order visibility remains at 6 months. She is optimistic about continued operational growth in Q2; raw material supply for Q2 is not an issue, and there is certain assurance and control for Q3 onwards. Eclat Textile's revenue in February fell to NT$2.439 billion due to fewer working days during the Lunar New Year holiday. Today, the company announced its March revenue at NT$3.599 billion, a strong rebound of 47.5% from February and a 5.54% year-on-year increase, marking a 19-month high. Lin Fen-ju told CNA reporters that despite market noise due to recent Middle East conflicts, Eclat Textile has not been affected, maintaining 6 months of order visibility and a fully booked status. With Q2 working days returning to normal and the World Cup approaching, the company expects continued operational growth. Lin Fen-ju analyzed that recent spikes in international oil prices have led to tight supply and rising prices for downstream chemical fiber raw materials. However, Eclat Textile had pre-purchased many raw materials, so Q2 raw material supply is not an issue, and the impact of price changes is limited. Regarding raw materials for Q3 and beyond, Eclat Textile expressed confidence in securing them. However, recent oil price fluctuations have been significant; for example, today's announcement of a temporary ceasefire between the US and Iran caused oil prices to plummet instantly. Eclat Textile is currently maintaining a cautious attitude towards raw material procurement. In addition, Nike, Eclat Textile's top client, recently saw its stock price plunge due to weak growth and conservative outlook. However, Lin Fen-ju stated that major clients have many product categories. From Eclat Textile's perspective, the major client's orders for Ecl0at Textile in 2025 are projected to significantly increase by 20% compared to 2024, and this year's order outlook also maintains growth, showing no signs of weakness. (Edited by Yang Lan-hsuan) 1150408