In response to the growing trend of localized manufacturing triggered by Trump-era tariffs, TCI Co. announced the launch of its "asset-light global expansion strategy." In addition to its existing facilities in Taiwan, China, and the United States, the company has completed production line setup at its India plant this year and is actively evaluating the establishment of a liquid pouch production line in Europe. Further expansions into other regions are also planned to strengthen its global footprint.

TCI is also scaling up its production capacity this year, with an additional liquid pouch line to be installed at its Taiwan facility, scheduled to begin operations in June or July. Capacity for liquid pouch and powder packaging will also be expanded in India and the U.S., respectively.

With stable operational growth, TCI reported an earnings per share (EPS) of NT$1.24 in the first quarter, outperforming NT$1.11 from the same period last year. Revenue for the first four months reached NT$2.677 billion, representing a 7.29% year-over-year decline.

Spokesperson Anita Chen stated that TCI is actively deploying asset-light models abroad by setting up production lines for simple dosage forms to avoid tariff impacts.

Chen emphasized that TCI has long pursued balanced development across four key markets— the U.S., Europe, China, and Southeast Asia— to reduce reliance on any single region and to enhance overall operational resilience. Currently, the U.S. accounts for about 26% of TCI’s total revenue, with most of those products already manufactured locally, thereby minimizing the impact of tariffs.

Leveraging its production bases in the U.S., China, and Taiwan, TCI is able to help clients flexibly allocate manufacturing across sites. With a new base established in India and expansion underway in Europe, analysts are optimistic that this strategic positioning will help TCI attract new clients, deepen regional presence, and unlock new growth opportunities.

In terms of product innovation, TCI continues to develop new offerings. This year’s clinical trial-backed products include black tomato extracts for vision improvement and banana peel formulations to aid sleep.

Looking ahead, TCI plans to keep enhancing its product development, customer structure, and product portfolio. The company has already secured partnerships with 17 global clients, each with annual revenues exceeding US$1 billion, strengthening its overall customer stability.

Chen noted that TCI’s core product categories include beauty and skincare, weight management, bone and joint health, calcium, and fish oil. Notably, its GLP-1 formula secured a Taiwan patent this year and has already been introduced to 12 target clients. The company aims to expand this to 20 clients by year-end, with a revenue goal of NT$1 billion for the product line.

Resource: 大江輕資產布局全球 避關稅衝擊