【Nan Ya Plastics Corp.】Announcement of the Company's April 2026 Consolidated Revenue
Nan Ya Plastics Corporation announced its consolidated revenue for April 2026 was 27.68 billion NTD. This represents a 1.9% month-on-month increase, driven by rising raw material prices due to the Middle East situation and strong performance in electronic materials fueled by AI demand.
📋 Article Processing Timeline
- 📰 Published: May 7, 2026 at 09:00
- 🔍 Collected: May 8, 2026 at 08:00 (23h 0m after Published)
- 🤖 AI Analyzed: May 8, 2026 at 09:19 (1h 19m after Collected)
1. Date of occurrence of the fact: 115/05/07
2. Company name: Nan Ya Plastics Corporation
3. Relationship with the company (please enter 'the company' or 'a subsidiary'): The company
4. Mutual shareholding ratio: Not applicable
5. Reason for occurrence: Announcement of the company's April 2026 consolidated revenue.
6. Countermeasures: None
7. Other matters that should be specified (if the subject of the event or resolution is a public offering or above company, this material information also complies with Article 7, Paragraph 9 of the Enforcement Rules of the Securities Exchange Act, which states matters that have a material impact on shareholders' equity or securities prices):
I. Comparison of April 2026 consolidated revenue with March 2026:
Our company's consolidated revenue for April was 27.68 billion NTD, an increase of 0.51 billion NTD compared to March 2026 (volume difference -1.69 billion NTD, price difference +2.20 billion NTD), a growth of 1.9%. Recently, the situation in the Middle East has remained tense, severely impacting raw material supply, causing drastic price fluctuations, tight vessel scheduling, and sharply increasing pressure on product quotations, order acceptance, and production/sales allocation, leading to a situation of 'reduced volume, increased price' for most products. At the same time, demand for electronic material products remains strong, driving performance upward; the Texas EG plant also operated at full capacity under favorable conditions of expanded profit margins and sufficient raw material supply, contributing to revenue; and the South Carolina polyester plant saw increased orders as US customers replaced imports with domestic procurement, coupled with the peak season for bottle-grade pellets, which expanded price increases and further drove the company's revenue growth, pushing monthly revenue to a new high in nearly 45 months. Details are as follows:
(I) Polyester product revenue increased by 0.36 billion NTD (volume difference -0.19, price difference +0.55):
In Asia, due to limited raw material supply, production and sales volume decreased; however, the US South Carolina plant saw increased product prices due to the peak season for bottle-grade pellets. Additionally, tariffs and sea freight created barriers to low-priced Asian imports, causing US customers to return to domestic procurement, thereby driving up product sales prices and significantly increasing overall revenue.
(II) Chemical product revenue increased by 0.16 billion NTD (volume difference -0.60, price difference +0.76):
1. EG decreased by 0.03 billion NTD (volume difference -0.26, price difference +0.23):
The Mailiao plant temporarily ceased production and reduced supply due to insufficient raw materials; the Texas plant, however, operated at full capacity with the advantage of normal raw material supply. Although April's shipment volume was relatively slightly lower due to some February orders being delayed to March for export, rising sales prices and expanded profit margins significantly improved overall operating performance.
2. Plasticizer series increased by 0.08 billion NTD (volume difference -0.27, price difference +0.35),
BPA increased by 0.07 billion NTD (volume difference -0.10, price difference +0.17):
Considering the uncertainty of raw material supply, the company maintained a basic operating rate and matched sales with inventory to ensure normal operation of the industry chain. Revenue increased due to adjusted sales prices.
(III) Electronic material product revenue increased by 0.03 billion NTD (volume difference -0.50, price difference +0.53):
The industry anticipates substantial growth in AI computing power scale in the coming years, with cloud service providers and industry chain related businesses continuously advancing capital expenditures, keeping demand for mid-to-high-end electronic materials strong and performance good. Although epoxy resin saw a temporary decrease in sales volume this month due to insufficient upstream chemical raw material supply, leading to a decline in capacity utilization, demand for applications such as ships, car bodies, and wind power is growing, and sales prices were adjusted according to market conditions. Furthermore, sales momentum for products like copper clad laminates, ABF substrates, and fiberglass cloth (yarn) remains strong, with both prices and volumes continuing to expand, pushing overall electronic material product revenue to climb again, growing compared to last month.
(IV) Plastic processing product revenue increased by 0.01 billion NTD (volume difference -0.35, price difference +0.36):
Within the allowable range of upstream material supply, efforts were made to maintain stable shipments and flexibly adjust sales prices to reflect costs. This month saw reduced volume but increased prices, with overall revenue slightly growing compared to last month.
II. Comparison of April 2026 consolidated revenue with April 2025:
Compared to April 2025, consolidated revenue for April 2026 increased by 4.50 billion NTD (volume difference +0.68 billion NTD, price difference +3.82 billion NTD), a growth of 19.4%. This was mainly due to a significant increase in revenue from electronic material products driven by the rapid growth in demand for AI servers, high-performance computing, and high-speed network communications; polyester products also saw a significant increase in revenue at the South Carolina plant as US customers replaced imports with domestic procurement. Details are as follows:
(I) Electronic material product revenue increased by 3.47 billion NTD (volume difference +1.37, price difference +2.10):
With the explosion of AI demand, the supply-demand gap for related materials expanded, leading to increased revenue. Industry players are competing to invest resources in the development and production of mid-to-high-end electronic materials, also creating a crowding-out effect on general materials, which in turn leads to a gradual tightening of supply and rising prices for consumer electronic materials. This resulted in a general increase in sales prices and volumes across all electronic material products, leading to excellent operating performance.
(II) Polyester product revenue increased by 0.97 billion NTD (volume difference +0.31, price difference +0.66):
US tariff policies and recent Middle East geopolitical conflicts significantly increased import costs for US manufacturers, prompting them to replace imports with domestic procurement. This benefited the South Carolina plant in capturing redirected orders and reshaping reasonable local product prices, leading to increased revenue.
(III) Plastic processing product revenue increased by 0.34 billion NTD (volume difference +0.04, price difference +0.30):
The US-Iran war caused crude oil and raw material prices to surge, and product prices were adjusted upward accordingly, leading to increased revenue.
(IV) Chemical product revenue decreased by 0.28 billion NTD (volume difference -1.04, price difference +0.76):
1. EG decreased by 0.81 billion NTD (volume difference -0.96, price difference +0.15):
The Middle East war led to the blockade of the Strait of Hormuz, limiting raw material supply and causing price fluctuations. The Mailiao production line temporarily ceased production, leading to a decline in revenue.
2. BPA increased by 0.29 billion NTD (price difference +0.29):
Sales prices were adjusted according to market conditions, leading to increased revenue.
3. Plasticizer series increased by 0.14 billion NTD (volume difference -0.17, price difference +0.31):
To match raw material supply, a basic operating rate was maintained, and sales volume was reduced; however, sales prices were adjusted upward to reflect costs, leading to increased revenue.
Keywords: Material Information
2. Company name: Nan Ya Plastics Corporation
3. Relationship with the company (please enter 'the company' or 'a subsidiary'): The company
4. Mutual shareholding ratio: Not applicable
5. Reason for occurrence: Announcement of the company's April 2026 consolidated revenue.
6. Countermeasures: None
7. Other matters that should be specified (if the subject of the event or resolution is a public offering or above company, this material information also complies with Article 7, Paragraph 9 of the Enforcement Rules of the Securities Exchange Act, which states matters that have a material impact on shareholders' equity or securities prices):
I. Comparison of April 2026 consolidated revenue with March 2026:
Our company's consolidated revenue for April was 27.68 billion NTD, an increase of 0.51 billion NTD compared to March 2026 (volume difference -1.69 billion NTD, price difference +2.20 billion NTD), a growth of 1.9%. Recently, the situation in the Middle East has remained tense, severely impacting raw material supply, causing drastic price fluctuations, tight vessel scheduling, and sharply increasing pressure on product quotations, order acceptance, and production/sales allocation, leading to a situation of 'reduced volume, increased price' for most products. At the same time, demand for electronic material products remains strong, driving performance upward; the Texas EG plant also operated at full capacity under favorable conditions of expanded profit margins and sufficient raw material supply, contributing to revenue; and the South Carolina polyester plant saw increased orders as US customers replaced imports with domestic procurement, coupled with the peak season for bottle-grade pellets, which expanded price increases and further drove the company's revenue growth, pushing monthly revenue to a new high in nearly 45 months. Details are as follows:
(I) Polyester product revenue increased by 0.36 billion NTD (volume difference -0.19, price difference +0.55):
In Asia, due to limited raw material supply, production and sales volume decreased; however, the US South Carolina plant saw increased product prices due to the peak season for bottle-grade pellets. Additionally, tariffs and sea freight created barriers to low-priced Asian imports, causing US customers to return to domestic procurement, thereby driving up product sales prices and significantly increasing overall revenue.
(II) Chemical product revenue increased by 0.16 billion NTD (volume difference -0.60, price difference +0.76):
1. EG decreased by 0.03 billion NTD (volume difference -0.26, price difference +0.23):
The Mailiao plant temporarily ceased production and reduced supply due to insufficient raw materials; the Texas plant, however, operated at full capacity with the advantage of normal raw material supply. Although April's shipment volume was relatively slightly lower due to some February orders being delayed to March for export, rising sales prices and expanded profit margins significantly improved overall operating performance.
2. Plasticizer series increased by 0.08 billion NTD (volume difference -0.27, price difference +0.35),
BPA increased by 0.07 billion NTD (volume difference -0.10, price difference +0.17):
Considering the uncertainty of raw material supply, the company maintained a basic operating rate and matched sales with inventory to ensure normal operation of the industry chain. Revenue increased due to adjusted sales prices.
(III) Electronic material product revenue increased by 0.03 billion NTD (volume difference -0.50, price difference +0.53):
The industry anticipates substantial growth in AI computing power scale in the coming years, with cloud service providers and industry chain related businesses continuously advancing capital expenditures, keeping demand for mid-to-high-end electronic materials strong and performance good. Although epoxy resin saw a temporary decrease in sales volume this month due to insufficient upstream chemical raw material supply, leading to a decline in capacity utilization, demand for applications such as ships, car bodies, and wind power is growing, and sales prices were adjusted according to market conditions. Furthermore, sales momentum for products like copper clad laminates, ABF substrates, and fiberglass cloth (yarn) remains strong, with both prices and volumes continuing to expand, pushing overall electronic material product revenue to climb again, growing compared to last month.
(IV) Plastic processing product revenue increased by 0.01 billion NTD (volume difference -0.35, price difference +0.36):
Within the allowable range of upstream material supply, efforts were made to maintain stable shipments and flexibly adjust sales prices to reflect costs. This month saw reduced volume but increased prices, with overall revenue slightly growing compared to last month.
II. Comparison of April 2026 consolidated revenue with April 2025:
Compared to April 2025, consolidated revenue for April 2026 increased by 4.50 billion NTD (volume difference +0.68 billion NTD, price difference +3.82 billion NTD), a growth of 19.4%. This was mainly due to a significant increase in revenue from electronic material products driven by the rapid growth in demand for AI servers, high-performance computing, and high-speed network communications; polyester products also saw a significant increase in revenue at the South Carolina plant as US customers replaced imports with domestic procurement. Details are as follows:
(I) Electronic material product revenue increased by 3.47 billion NTD (volume difference +1.37, price difference +2.10):
With the explosion of AI demand, the supply-demand gap for related materials expanded, leading to increased revenue. Industry players are competing to invest resources in the development and production of mid-to-high-end electronic materials, also creating a crowding-out effect on general materials, which in turn leads to a gradual tightening of supply and rising prices for consumer electronic materials. This resulted in a general increase in sales prices and volumes across all electronic material products, leading to excellent operating performance.
(II) Polyester product revenue increased by 0.97 billion NTD (volume difference +0.31, price difference +0.66):
US tariff policies and recent Middle East geopolitical conflicts significantly increased import costs for US manufacturers, prompting them to replace imports with domestic procurement. This benefited the South Carolina plant in capturing redirected orders and reshaping reasonable local product prices, leading to increased revenue.
(III) Plastic processing product revenue increased by 0.34 billion NTD (volume difference +0.04, price difference +0.30):
The US-Iran war caused crude oil and raw material prices to surge, and product prices were adjusted upward accordingly, leading to increased revenue.
(IV) Chemical product revenue decreased by 0.28 billion NTD (volume difference -1.04, price difference +0.76):
1. EG decreased by 0.81 billion NTD (volume difference -0.96, price difference +0.15):
The Middle East war led to the blockade of the Strait of Hormuz, limiting raw material supply and causing price fluctuations. The Mailiao production line temporarily ceased production, leading to a decline in revenue.
2. BPA increased by 0.29 billion NTD (price difference +0.29):
Sales prices were adjusted according to market conditions, leading to increased revenue.
3. Plasticizer series increased by 0.14 billion NTD (volume difference -0.17, price difference +0.31):
To match raw material supply, a basic operating rate was maintained, and sales volume was reduced; however, sales prices were adjusted upward to reflect costs, leading to increased revenue.
Keywords: Material Information