Airoha Technology Corp. · TWSE:6526

Airoha Technology — Q1 2026 Earnings Presentation

15 slides from Airoha Technology's earnings presentation, 2026

1. Slide 1: Airoha 2026-Q1 Investor Conference

   達發科技2026年第一季法人說明會 Airoha 2026-Q1 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 (NTD million) YoY QoQ +4.4% +19.9% 5,455 5,223 4,551 1Q25 4Q25 1Q26 3 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

4. Slide 4: Consolidated Gross Margin

   Consolidated Gross Margin (%) YoY QoQ +1.0pts -0.9pts 54.0% 53.6% 52.7% 53.0% 51.7% 52.0% 51.0% 50.0% 49.0% 48.0% 1Q25 4Q25 1Q26 4 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

5. Slide 5: Consolidated Operating Expenses

   Consolidated Operating Expenses (NTD million) YoY QoQ +5.0% +4.9% 2,061 1,963 1,964 211 225 188 152 231 216 Sales Admin R&D 1,522 1,624 1,619 1Q25 4Q25 1Q26 5 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

6. Slide 6: Consolidated Operating Income

   Consolidated Operating Income (NTD million) YoY QoQ +10.7% +71.1% 816 737 477 1Q25 4Q25 1Q26 6 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

7. Slide 7: Consolidated Operating Margin

   Consolidated Operating Margin (%) QoQ YoY +4.4pts +0.8pts 14.1% 14.9% 10.5% 1Q25 4Q25 1Q26 7 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

8. Slide 8: Consolidated Net Income

   Consolidated Net Income (NTD million) YoY QoQ +5.1% +40.0% 710 746 533 1Q25 4Q25 1Q26 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 +0.1pts +2.0pts 13.6% 13.7% 11.7% 1Q25 4Q25 1Q26 9 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.

10. Slide 10: Consolidated Earnings Per Share

    Consolidated Earnings Per Share (NTD) YoY QoQ +$0.11 +$1.15 4.36 4.47 3.32 1Q25 4Q25 1Q26 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) 1Q26 4Q25 1Q25 QoQ YoY Net sales 5,455 4,551 5,223 19.9% 4.4% Operating costs (2,578) (2,110) (2,523) Gross profit 2,877 2,441 2,700 17.9% 6.6% Selling expenses (211) (188) (225) Administration expenses (231) (152) (216) R&D exp

13. Slide 13: Consolidated Balance Sheet (Unaudited)

    Consolidated Balance Sheet (Unaudited) (In NT$ millions) 1Q26 4Q25 1Q25 Cash and cash equivalents 12,433 12,742 12,597 Trade receivables 2,539 2,185 2,497 Inventories, net 2,716 2,620 1,991 Other current assets 595 466 476 Property, plant and equipment 3,899 3,808 3,740 Intangible assets 3,303 3,330

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

    Consolidated Cash Flow Statement (Unaudited) (In NT$ millions) 1Q26 4Q25 1Q25 Net cash provided by (used in) operating activities (67) 665 858 Net cash provided by (used in) investing activities (332) (403) (365) Net cash provided by (used in) financing activities (18) (18) (16) Effect of changes in

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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