南帝化學工業股份有限公司 NANTEX INDUSTRY CO.,LTD. Analyst Meeting August 23, 2019 Ticker: 2108 南帝化學工業股份有限公司 NANTEX INDUSTRY CO.,LTD. Analyst Meeting August 23, 2019 Disclaimer ●This presentation and the information released at the same time are based on our internal and external data and reflective of our current expectations about the future. We are not responsible for constantly reminding or updating of any change or modification of our views. ● We do not provide financial guidance. The explanations of our financials, operations or answers in Q&A may be different from actual results, possibly due to demand changes, raw material price fluctuations, industry competition, the global economy, supply chain issues (upstream to downstream) and other risk factors beyond our control.

Agenda Company introduction Key products Operations update Industry analysis & outlook

Company introduction No. of employees 299 (41 R&D engineers) Chairman Mr. D. Y. Yang Paid-in capital Approx. NT$ 4.924 billion (as of August 2019) Main Business Manufacturing, processing and marketing of a variety of latexes and rubbers Core technology Polymers and emulsion polymerization Inception January 1979 ● IPO August 20, 1992

Management Philosophy and Policies Business philosophy Quality policy We continue to progress and improve in order to ensure sustainability and play our part as a corporate citizen. Our efforts to progress and improve ensure systematic operations and continuous innovations, to effectively satisfy customers’ demands and legal requirements. Environment, safety and health Corporate responsibilities We strive to prevent occupational hazards, comply with environmental, safety and health regulations, reduce energy consumption and carbon footprint, reduce pollution in order to ensure continuous improvement and sustainability. We participate in activities organized by the Taiwan Responsible Care Association (TRCA) for the society as a self-regulated and responsible entity. Meanwhile, we are also a member of Chemical Awareness and Emergency Response Association (CAER), Taiwan.

INTERMEDIUM INTERNATIONAL LIMITED Equity Investments NANTEX INDUSTRY CO., LTD. NANMAT TECHNOLOGY INTERMEDIUM INTERNATIONAL LIMITED (BVI) ZHENJIANG NANTEX 100% 44.2% 100%

Key products Latex Rubber Others 55.6% of sales 34.7% of sales Medical gloves Paper coatings Carpet adhesives 34.7% of sales Auto parts Oil-resistant products Sporting goods 9.7% of sales Industrial products Food containers Daily necessities Key products / specifications Capacity/output (MT/2018) Expected output (MT/2019) Synthetic latex  (NBR/SBR) NANTEX®NBR/SBR LATEX 200,000 / 185,417(Linyuan) 60,000 / 46,225 (Zhenjiang)  200,000 (Linyuan) 60,000 (Zhenjiang)  NBR NANCAR® NBR 20,000 / 12,799 (Linyuan) 45,600 / 43,108 (Zhenjiang) 20,000 (Linyuan) 45,600 (Zhenjiang) Others -

NBR latex Excellent physical properties, protein-free and no impurities For examination, medical, household and industrial applications Global leading brand in NBR glove Latex.

Applications of NBR latex Examination gloves Industrial gloves Medical gloves Art paper coatings Carpet adhesives Synthetic leather

NBR rubber One of the largest NBR manufacturers in the world NANCAR (oil resistant) The only NBR rubber manufacturer in Taiwan One of the largest NBR manufacturers in the world International quality and technological standard Leading brand for NBR rubber in Greater China Selling to the U.S, Japan, Korea, South East Asia, South Asia, Australia and China

Main applications of NBR rubber O-rings Seal Fuel oil pipe Foam sport accessories Spinning rubber roll Printing rubber roll

Operations update Consolidated revenue by product 2016 2017 2018 2019Q1 2019Q2 Latex 5,637 6,366 7,956 1,814 3,452 Rubber 3,031 3,987 4,621 1,065 2,154 Others 834 1,295 1,233 294 601

Consolidated revenue by geography

Note: net income contributable to parent company Consolidated operating profit and net income 2016 2017 2018 2019Q1 2019Q2 Operating profit 975 1,145 1,940 590 1,067 Net income 802 878 1,592 464 880 Note: net income contributable to parent company 765 814 1,535 447 850

Consolidated EPS and Dividend per share PS：2019Q2 refers to January – June 2019

Industry Analysis & Outlook 1.Increased awareness of sanitation standards contributes to the further growth in glove usage, with NBR gloves taking the lead. 2.Increased awareness of the need for safety compliance that furthers the need for NBR industrial gloves. 3.Continued industrialization of Asian economies contributing to increasing need for NBR. 4.The industry is refocusing on easy to process, recyclable materials. 5.Development and enhancement of products that cater to more demanding customer requests. 6.New programs and plans to enhance NBR & NBR latex production.

Thank you!