Wellpool Co Ltd
8424 · Household Durables · Taiwan
WELLPOOL CO., LTD. is a Taiwan-based company principally engaged in the manufacture and sale of fireproofing construction materials. The Company's main products include calcium silicate boards and fiber cement boards, mainly applied in walls and ceilings and wet places. The Company also provides application products, including explosion panels and decorative sheets.
- Construction starts / housing permits (leading)
- Commodity input price spreads (coincident)
- Capacity utilization (coincident)
- Trade-flow shifts / import competition (trend)
- Trade tariffs (US-China steel/cement) · exposure: high
- Energy cost / carbon-pricing exposure · exposure: high (cement)
- Supply chain bottlenecks (forestry, paper pulp) · exposure: medium
- EBITDA per ton — core unit economic
- Capacity utilization % — 75-85% healthy
- Net debt / EBITDA — below 3.5x given cyclicality
- ROIC through-cycle — 8-12% acceptable
Detailed financial analysis, valuation snapshot, multi-period history, and AI narrative are pending — generated when this company is included in the next analysis batch. Profile data above is point-in-time as of 2026-04-30.