Chung Jye Investment Holding Group

Chung Jye Investment Holding 1Q25 Investor Conference Press Release

June 3, 2025

Chung Jye Investment Holding Co., Ltd. (TWSE: 6965) held its 1Q25 investor conference today. The Group noted that while external uncertainty presents revenue challenges this year, proactive customer development and multi-base expansion across China, Vietnam, India, and Indonesia lay the groundwork for long-term growth.

Chung Jye targets exceeding 80 million pairs in annual shipments within a decade (by 2034) while maintaining long-term ROE above 20%.

Chairman and CEO Liu An-Che stated that the company’s R&D, product quality, and service responsiveness remain distinct advantages. With operations in India and substantial scale in China, Chung Jye is uniquely positioned to serve both major domestic consumer markets and global exports.

2025 CapEx is projected at ~US$60 million. Vietnam Bac Kan plant is scheduled to start in 3Q25 with 3.6 million finished pairs capacity. India capacity is scaling toward 2.1 million pairs, while Indonesia East Java land acquisition is finalized.

1Q25 consolidated revenue was NT$6.11 billion (+17% YoY), setting a record high for the same period. Net income was NT$184 million (EPS NT$1.27).

NT$ Million1Q254Q241Q24QoQYoY
Revenue6,1086,7555,221-9.6%17.0%
Gross Profit796946890-15.8%-10.5%
Operating Income188331387-43.1%-51.3%
Net Income Attributable to Owners of Parent184420343-56.1%-46.3%
EPS (NT$)1.273.002.45-57.7%-48.2%
Gross Margin13.0%14.0%17.0%
Operating Margin3.1%4.9%7.4%
Net Margin3.0%6.2%6.6%

About Chung Jye Investment Holding

Global footwear specialist founded in 1983. Partner to New Balance, ANTA (FILA, Descente), and LI-NING. Listed on TWSE (6965) in March 2025.

Disclaimer

Forward-looking statements involve risks.