Airoha Technology Corp. · TWSE:6526

Airoha Technology — Q3 2026 Earnings Presentation

15 slides from Airoha Technology's earnings presentation, Oct 30, 2026

1. Slide 1: Airoha 2026-Q3 Investor Conference

   達發科技2026年第三季法人說明會 Airoha 2026-Q3 Investor Conference Update: 1 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

2. Slide 2: Safe Harbor Statement

   Safe Harbor Statement These factors may cause actual results materially different from the information provided herein. The factors include the impact of competitive products and pricing, timely acceptance of products design by our customers, timely introduction of new technologies, ability to ramp

3. Slide 3: Consolidated Revenue

   Consolidated Revenue (NT$ million) YoY QoQ +23.3% +10.4% 6,942 6,289 5,630 3Q25 2Q26 3Q26 3 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

4. Slide 4: Consolidated Gross Margin

   Consolidated Gross Margin (%) YoY QoQ -2.9pts -1.9pts 52.2% 51.2% 49.3% 3Q25 2Q26 3Q26 4 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

5. Slide 5: Consolidated Operating Expenses

   Consolidated Operating Expenses (NT$ million) YoY QoQ +11.0% +0.6% 2,274 2,287 2,060 244 263 199 208 158 146 Sales Admin 1,822 1,866 1,715 R&D 3Q25 2Q26 3Q26 5 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

6. Slide 6: Consolidated Operating Income

   Consolidated Operating Income (NT$ million) YoY QoQ +29.3% +20.3% 1,134 877 943 3Q25 2Q26 3Q26 6 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

7. Slide 7: Consolidated Operating Margin

   Consolidated Operating Margin (%) QoQ YoY +1.3pts +0.7pts 16.3% 15.6% 15.0% 3Q25 2Q26 3Q26 7 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

8. Slide 8: Consolidated Net Income

   Consolidated Net Income (NT$ million) YoY QoQ +26.0% +17.2% 1,038 886 824 3Q25 2Q26 3Q26 8 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

9. Slide 9: Consolidated Net Profit Margin

   Consolidated Net Profit Margin (%) YoY QoQ +0.4pts +0.9pts 15.0% 15% 14.6% 15% 14.1% 14% 14% 13% 13% 12% 12% 11% 3Q25 2Q26 3Q26 9 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

10. Slide 10: Consolidated Earnings Per Share

    Consolidated Earnings Per Share (NT$) YoY QoQ +$1.15 +$0.90 6.15 5.25 5.00 3Q25 2Q26 3Q26 10 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

11. Slide 11: Appendix

    Appendix 11 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

12. Slide 12: Consolidated Income Statement (Unaudited)

    Consolidated Income Statement (Unaudited) (In NT$ millions, except EPS) 3Q26 2Q26 3Q25 QoQ YoY Net sales 6,942 6,289 5,630 10.4% 23.3% Operating costs (3,521) (3,072) (2,693) Gross profit 3,421 3,217 2,937 6.3% 16.5% Selling expenses (263) (244) (199) Administration expenses (158) (208) (146) R&D ex

13. Slide 13: Consolidated Balance Sheet (Unaudited)

    Consolidated Balance Sheet (Unaudited) (In NT$ millions) 3Q26 2Q26 3Q25 Cash and cash equivalents 11,636 13,577 12,337 Trade receivables 3,416 3,145 2,755 Inventories, net 3,915 3,174 2,222 Other current assets 801 644 495 Property, plant and equipment 3,872 3,934 3,779 Intangible assets 3,167 3,264

14. Slide 14: Consolidated Cash Flow Statement (Unaudited)

    Consolidated Cash Flow Statement (Unaudited) (In NT$ millions) 3Q26 2Q26 3Q25 Net cash provided by (used in) operating activities 1,283 1,336 1,484 Net cash provided by (used in) investing activities (984) (228) (383) Net cash provided by (used in) financing activities (2,279) (18) (2,110) Effect of

15. Slide 15: Thank you

    Thank you Questions and Discussions 15 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

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