CSRC Business Summary

International CSRC Investment Holdings Co., Ltd. (2104.TW) operates as a diversified holding company primarily generating revenue through the global manufacture of carbon black and the licensing of biotechnological intellectual property. Its core business segment, Continental Carbon, ranks as the world’s sixth-largest carbon black producer, supplying essential reinforcing fillers to the tire, rubber, and plastics industries across North America, India, and Greater China. The company also maintains a high-margin biotechnology segment that derives significant royalty income from orphan drug patents, notably for Pompe disease treatments, and a burgeoning energy segment focused on lithium-ion battery materials. In the competitive landscape, CSRC contends with global giants such as Cabot Corporation, Birla Carbon, and Orion S.A., positioning itself as a specialized leader in high-performance conductive carbon black and sustainable recovered carbon black (rCB) solutions through strategic joint ventures in Turkey and the United States. Founded in 1973 by industrial pioneers Koo Chen-Fu and Lin Bo-Shou, the company is currently led by Chairman and Group CEO Kung-Yi (Jason) Koo, a Wharton MBA and former Morgan Stanley investment banker who oversees the group's international expansion and sustainability pivots. The executive team includes President Tsao-Zu Lee, an MBA graduate from Georgetown University with a background as CFO of Shin Kong Financial Holding, who manages the group’s strategic operations and financial integration. The company is a key member of the TCC Group (Taiwan Cement Corporation) ecosystem, which remains its most notable strategic investor and board-level influence. The leadership is currently focused on a "Circular Economy" mandate, transitioning legacy chemical operations toward green supply chains and advanced carbon nanotube production to meet 2026 global ESG requirements.