Tbi Motion Technology Co Ltd · TWSE:4540
Tbi Motion Technology — Q2 2026 Earnings Presentation
36 slides from Tbi Motion Technology's earnings presentation, Aug 14, 2026
Slide 1: 2026 Q2 Investors' Conference
2026 Q2 Investors’ Conference Reporter：Mr. Hsin-Kai Shen Date：August 14, 2026 機密等級 Confidentiality Level □ ㇐般 Public □ 限閱 Restricted Access □ 密件 Confidential □ 極密件 Top Secret
Slide 2: Agenda
㇐ Company Profile Agenda 二 Products Introduction 三 State of Operation 四 Innovative R&D 2
Slide 3: Company Profile
Company Profile 3
Slide 4: TBI Motion Technology Co., Ltd.
TBI MOTION TECHNOLOGY CO., LTD., Date of Establishment：July 9, 2010 Chairman：Mr. Ching-Kun Lee CEO：Mr. Ching-Sheng Lee Capital：NT$ 1.152 billion Numbers of Employee：1,107 (As of July. 31,2026) Location：No.123, Sanduo Rd., Shulin Dist., New Taipei City 238, Taiwan Headquarters Factory Area： 66,120㎡ S
Slide 5: TBI Group Milestone
TBI Group Milestone 1986 1988 ATED Cocomror >» QTE: G ramorion: = ARI Bib: "Rete Rm: = ALIL COMTOP: = ARIZ TBI MOTION: % RAZR -RAESERBA GG TSR AB RAVTHMR MASE R: BSYATRNSeMeRHe *RUSSRSPL: COMTOPES(TiNME AR are OY (ES te ES ih BRIS ZS Bm |r Re if = EMAL 2018 Scecccececcacece §602()1G Sececcececececee
Slide 6: Global Sales Network
Global Sales Network TBI MOTION INTELLIGENCE CO., LTD. TBI MOTION TECHNOLOGY(USA) LLC TBI MOTION TECHNOLOGY (SUZHOU) CO.,LTD. TBI MOTION TECHNOLOGY (JIANGSU) CO.,LTD. 6
Slide 7: Subsidiaries
TBI MOTION INTELLIGENCE CO., LTD. Address：4F, No. 123, Sanduo Rd., Shulin Dist., New Taipei City 23876, Taiwan TEL：886-2-2689-2696 FAX： 886-2-2688-5933 Subsidiaries E-mail：[email protected] TBI MOTION TECHNOLOGY (SUZHOU) CO.,LTD. TBI MOTION TECHNOLOGY (JIANGSU) CO.,LTD. Address：No.3 Fuy
Slide 8: Certification
Certification SGS ISO 14001 SGS ISO 9001 SGS ISO 27001 UCS ISO 45001 EMS QMS ISMS OHSMS 8
Slide 9: Products Introduction
Products Introduction 9
Slide 10: Linear motion solution provider
Linear motion solution provider • Miniature Series • Internal Circulation • SG Series • Rotary Series Ball • Standar Series • TR Self- Series • SL Series Screw • Light-duty Lubricating • External • SO Series • Rotary Series Ball Circulation Series series Series Spline • International • End-Caps • Ro
Slide 11: Applied Industry
a») (< be BeyeLe a ABS sHAG RE LSE ERR Automation Industry Robot Industry Semi-conductor — Industrial Machinery Industry fl VY oa fh BRL eRRE ESE Lage Ae ane Medical Equipment Green Energy Machine Tool Warehousing Industry Retrieval System Applied Industry TBI MOTION TECHNOLOGY CO., LTD. | 2ER@aAN A
Slide 12: Ball Screw
Ball Screw Ball Screw Rolled Ground Diameter 06~80mm 04~160mm Lead 01~100mm 01~100mm Accuracy FC5~FC10 GC1~GC7 Annual sales volume is Excellent quality and Feature first in the industry customized 12
Slide 13: Linear Guide
Linear Guid Model Dimension (mm) Standard 15、20、25、30、35、45 Large 55、65 Feature Smooth Movement/High Stability High Durability Self-Lubricating and Enhanced Dust-proof J-flow System Self-Lubricating Linear Guide Series 13
Slide 14: Miniature Series - Linear Guide
Miniature Series - Linear Guide Specification 07、09、12、15 • Enhanced dustproof design Feature • Steel ball retainer design • High load function 14
Slide 15: Ball Spline
Ball Spline Dimension 06~50mm • Hollow Spline Shaft • Easy Mount on Design Feature • High Rigidity/ High Load-Carrying Capacity ●全台第㇐成功研發量產 • Zero Angular Clearance/ Backlash 15
Slide 16: Rotary Series Ball Screw / Spline
Rotary Series Ball Screw / Spline Dimension 16~50mm • Hollow Shaft Design in Line with Diversified Space Design. • One-Piece Forming Design, Small Volume, High Precision Feature • Single Axis With Three Operating Modes (Rotation, Spiral, Linear) • High Rigidity/ High Speed/ High Quality • Both rotar
Slide 17: Single Axis Actuator
Single Axis Actuator Dimension 26, 33, 46(mm) • Modularization • Allows the X-axis and Y-axis to bear loads from Feature all directions. • High Rigidity • High Accuracy / Space Saving 17
Slide 18: State of Operation
State of Operation 18
Slide 19: Revenue
Revenue Unit： NT$ million 900 830 771 788 800 700 674 642 600 500 400 300 200 100 0 2Q/25 3Q/25 4Q/25 1Q/26 2Q/26 Data Source: Financial report by CPA audit or review. 19
Slide 20: Revenue Distribution by Regions
Revenue Distribution by Regions 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 2Q/25 3Q/25 4Q/25 1Q/26 2Q/26 USA 1% 1% 1% 1% 1% Europe 4% 4% 3% 3% 3% Asia 6% 8% 6% 5% 5% Taiwan 7% 8% 10% 7% 7% China 82% 79% 80% 84% 84% 20
Slide 21: Revenue Distribution by Products
Revenue Distribution by Products 70% 60% 60% 57% 57% 55% 49% 50% 46% 40% 37% 38% 39% 30% 30% 20% 9% 10% 5% 5% 6% 4% 1% 0% 1% 0% 1% 0% 2Q/25 3Q/25 4Q/25 1Q/26 2Q/26 Ball Screw Linear Guide Ball Spline Others 21
Slide 22: Gross Profit
Gross Profit Unit： NT$ million；% 200 25% 180 21% 160 20% 17% 140 120 14% 15% 100 80 172 10% 8% 60 127 110 40 4% 5% 20 47 29 0 0% 2Q/25 3Q/25 4Q/25 1Q/26 2Q/26 Gross Profit Gross Margin 22
Slide 23: Non-Operating Income and Expense
Non-Operating Income and Expense Unit： NT$ million 150 117 107 113 100 71 78 49 61 50 20 26 - (50) (100) (150) (200) (250) (240) (300) 2Q/25 3Q/25 4Q/25 1Q/26 2Q/26 Non-Operating Income(Expense) Exchange Gain(Loss) 23
Slide 24: Profit Before Tax & Profit After Tax
Profit Before Tax & Profit After Tax Unit： NT$ million；% 150 8% 10% 6% 6% 5% 100 - 50 96 68 (3%) 70 47 46 51 (5%) 6 - (22) (10%) (57) (90) (50) (15%) (100) (14%) (20%) 2Q/25 3Q/25 4Q/25 1Q/26 2Q/26 Profit Before Tax Profit After Tax Net Profit Margin 24
Slide 25: EPS
EPS Unit：NT$ 0.60 0.42 0.40 0.44 0.40 0.20 - (0.20) (0.19) (0.40) (0.60) (0.80) (0.81) (1.00) 2Q/25 3Q/25 4Q/25 1Q/26 2Q/26 25
Slide 26: Innovative R&D
Innovative R&D TBI MOTION TECHNOLOGY CO., LTD. | SEX@GHIRH(R AIR AA
Slide 27: Three layers of technological expertise
TBI MOTION’s actuator capabilities are built on three layers of accumulated technological expertise. 01.Core Transmission Precision components such as roller screws, ball screws, and linear guideways. 02.Mechatronics Integration Motor, drive control, and joint mechanism modules. 03.Application Valid
Slide 28: Linear Actuator Integration of Four Systems
Linear Actuator Integration of Four Systems. IPRS Mechanism Motor Module Drive Control Roller Screw Module 28
Slide 29: EIP series thrust levels for different joints
The EIP series offers three thrust levels to meet the Upper Limb – EIP08 requirements of different joints. Key Selection Specifications Parameters EIP08 EIP10 EIP15 Maximum Thrust (N) 600 4,000 8,000 Thigh – EIP15 Rated Thrust (N) 350 1,962 5,000 Maximum Speed (mm/s) 300 120 120 Maximum Stroke (mm)
Slide 30: EIP Core Values: High Thrust, High Rigidity, System Integration
EIP Core Values: High Thrust, High Rigidity, and System Integration Transforming the load-bearing advantages of IPRS roller screws into linear actuators that can be integrated into robot joints. 01.High thrust Planetary roller screws support high-load applications, with rated thrust ranging from 350
Slide 31: From actuator modules to humanoid robot lower-limb validation
From actuator modules, to humanoid robot lower-limb validation Validation platform completed 31
Slide 32: Three motors drive dexterous fingers
Three motors Drive the 3 degrees of freedom of the dexterous fingers • Lateral movement ±6° • Metacarpophalangeal flexion • Synchronous flexion of the proximal and distal joints 32
Slide 33: Recognized by international design awards
Recognized by international design awards, bringing our technical capabilities into the spotlight 2026 French Design Awards – Silver Award EIP × DPRS Recognized with Two Product Design Awards EIP Linear Actuator DPRS Miniature Actuator
Slide 34: Linear Actuators: Applications Beyond Robotics
Linear Actuators: Applications Beyond Robotics When industrial equipment requires compactness, thrust, and control capabilities at the same time, linear actuators can directly enhance equipment value. Precision Press-Fitting / Fixture Independent Conveyor Zoning / Micro-Assembly / Precision Position
Slide 35: From Motion to Control: Enhancing the Value of Industrial Machinery
From “Motion” to “Control”: Enhancing the Value of Industrial Machinery The value of an actuator comes from integration and control—not simply from electrifying a mechanical system. Traditional Mechanisms > Electrification > Servo Control > Integrated Actuator Module Reduced Piping / Adjustable Posi
Slide 36: Thank you for listening
Ok AD saan TBI MOTION THANK YOU FOR LISTENING! ‘on TBIMOTION:
TBI Motion Technology — Q2 2026 Earnings Presentation on 6ix