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Demae Reports Record Nine-Month Earnings Amid Supply Chain Diversification
Consumer Non-Durables · Food: Specialty/Candy · economic_daily · 2026-11-06
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Demae achieved record earnings with an EPS of NT$17.52 for the first nine months, successfully mitigating supply chain risks through global procurement.
What Happened
Record Earnings: Demae reported a third-quarter net profit of NT$241 million, up 14.7% year-over-year, with an EPS of NT$6.51. Cumulative nine-month net profit reached NT$649 million, resulting in a record-high EPS of NT$17.52.
Supply Chain Adjustment: In response to the termination of a key butter agency agreement, Demae has successfully diversified its supply chain. The company has introduced new dairy suppliers from Germany, Argentina, and the U.S. to ensure stable product availability and brand diversity.
Operational Strategy: The company aims for operational stability this year and growth in the coming year. By expanding its presence across Taiwan, China, and Southeast Asia, Demae is effectively mitigating risks associated with individual markets and supplier changes.
Future Outlook: Given the company's extensive SKU portfolio, the impact of the agency termination on overall performance remains limited. Management remains focused on optimizing product offerings and leveraging global procurement to maintain long-term competitiveness.