Yuanta Financial Holding Co., Ltd. (TPE: 2885)

Yuanta Financial Holding Income Statement

Financials in millions TWD. Fiscal year is January - December.

Fiscal Year	TTM	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Period Ending	Sep 30, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019
Premiums & Annuity Revenue	13,348	35,349	38,861	40,741	48,814	50,033
Total Interest & Dividend Income	509.37	231.61	418.71	341.28	228.63	248.12
Gain (Loss) on Sale of Investments	9,603	837.37	1,921	5,973	5,278	3,647
Non-Insurance Activities Revenue	74,174	62,668	45,514	37,361	36,647	44,655
Other Revenue	58,112	53,091	29,699	73,445	55,846	33,547
Total Revenue	155,746	152,176	116,413	157,861	146,813	132,130
Revenue Growth (YoY)	7.87%	30.72%	-26.26%	7.53%	11.11%	12.00%
Policy Benefits	19,704	41,431	45,017	46,021	53,233	51,738
Depreciation & Amortization	3,628	3,269	3,162	3,107	3,138	3,274
Selling, General & Administrative	17,821	10,832	10,051	10,453	8,970	8,768
Non-Insurance Activities Expense	39,619	32,496	14,849	7,547	11,602	16,226
Other Operating Expenses	1,477	5,300	4,595	5,748	3,691	2,953
Total Operating Expenses	116,687	123,087	103,102	106,831	107,617	106,234
Operating Income	39,059	29,089	13,312	51,030	39,196	25,895
Currency Exchange Gain (Loss)	614.4	5,543	15,472	-5,004	-6,778	-343.07
Other Non Operating Income (Expenses)	-1.5	0.12	-0.02	1,822	-	-
EBT Excluding Unusual Items	39,672	34,632	28,784	47,848	32,417	25,552
Impairment of Goodwill	-48.97	-48.97	-64.08	-6.27	-1,413	-
Asset Writedown	-19.25	16.72	6.36	-279.3	3.02	-11.19
Legal Settlements	-104.93	-614.56	-312.38	-3,421	-241.63	-
Pretax Income	39,499	33,986	28,414	44,141	30,766	25,541
Income Tax Expense	6,967	5,457	5,703	6,951	4,789	3,399
Earnings From Continuing Ops.	32,532	28,528	22,710	37,191	25,977	22,142
Net Income to Company	32,532	28,528	22,710	37,191	25,977	22,142
Minority Interest in Earnings	-2,403	-1,962	-1,254	-2,325	-1,872	-1,696
Net Income	30,129	26,566	21,456	34,866	24,105	20,446
Net Income to Common	30,129	26,566	21,456	34,866	24,105	20,446
Net Income Growth	18.70%	23.82%	-38.46%	44.64%	17.90%	9.46%
Shares Outstanding (Basic)	12,959	12,943	12,943	12,943	12,943	12,943
Shares Outstanding (Diluted)	12,959	12,943	12,943	12,943	12,943	12,943
Shares Change (YoY)	0.12%	-	-0.00%	-0.00%	-	-0.44%
EPS (Basic)	2.32	2.05	1.66	2.69	1.86	1.58
EPS (Diluted)	2.32	2.05	1.66	2.69	1.86	1.58
EPS Growth	18.55%	23.82%	-38.46%	44.64%	17.90%	9.94%
Free Cash Flow	-67,311	-38,429	5,588	37,072	18,532	46,063
Free Cash Flow Per Share	-5.19	-2.97	0.43	2.86	1.43	3.56
Dividend Per Share	1.078	1.078	0.773	1.407	1.125	0.586
Dividend Growth	39.56%	39.56%	-45.07%	25.01%	91.97%	-27.76%
Operating Margin	25.08%	19.12%	11.43%	32.33%	26.70%	19.60%
Profit Margin	19.35%	17.46%	18.43%	22.09%	16.42%	15.47%
Free Cash Flow Margin	-43.22%	-25.25%	4.80%	23.48%	12.62%	34.86%
EBITDA	42,215	30,574	14,766	52,460	40,552	27,371
EBITDA Margin	27.10%	20.09%	12.68%	33.23%	27.62%	20.71%
D&A For EBITDA	3,155	1,485	1,455	1,430	1,356	1,476
EBIT	39,059	29,089	13,312	51,030	39,196	25,895
EBIT Margin	25.08%	19.12%	11.43%	32.33%	26.70%	19.60%
Effective Tax Rate	17.64%	16.06%	20.07%	15.75%	15.57%	13.31%

Source: S&P Capital IQ. Insurance template. Financial Sources.