Faraday Technology Corp. · TWSE:3035
Faraday Technology — Q3 2024 Earnings Presentation
11 slides from Faraday Technology's earnings presentation, Oct 29, 2024
Slide 1: 2024 3Q Investor Conference
2024 3Q Investor Conference Oct 29, 2024 Confidential
Slide 2: Agenda
Agenda • 3Q24 Financial Results • Business Update Confidential 2
Slide 3: 3Q24 Financial Results
3Q24 Financial Results 3
Slide 4: Statements of Comprehensive Income
Statements of Comprehensive Income Unit: NT$ Million 3Q24 2Q24 3Q23 QoQ % YoY % Revenues 2,884 2,649 2,962 8.9% -2.6% IP 446 345 330 29.4% 35.3% NRE 649 645 321 0.6% 102.1% MP 1,789 1,659 2,311 7.8% -22.6% Gross Profit 1,338 1,249 1,281 7.1% 4.4% Operating Expenses (1,029) (992) (853) 3.7% 20.6% Ope
Slide 5: Condensed Balance Sheet
Condensed Balance Sheet Unit: NT$ Million 2024/9/30 2024/6/30 Cash and Cash Equivalents 8,319 9,900 Notes and Accounts Receivable 1,236 1,088 Inventories 842 929 Total Assets 18,427 18,322 Notes and Accounts Payable 1,412 1,268 Current Liabilities 3,888 4,468 Total Liabilities 4,907 5,165 Stockholde
Slide 6: Business Update
Business Update 6
Slide 7: Sales Breakdown by Billing Method
Sales Breakdown by Billing Method 100% NT$ M 11% 12% 13% 13% 3,500 15% 90% 3,000 11% 11% 80% 24% 24% 23% 2,500 70% 2,000 60% 1,500 50% 1,000 40% 78% 77% 500 30% 63% 63% 62% 0 20% 3Q23 3Q23 4Q23 4Q23 1Q24 1Q24 2Q24 2Q24 3Q24 3Q24 IP 330 347 329 345 446 10% NRE 321 298 627 645 649 0% MP 2,311 2,179 1,
Slide 8: NRE/MP Breakdown by Application
NRE/MP Breakdown by Application NRE MP 100% 3% 2% 4% 100% 10% 10% 8% 7% 10% 11% 7% 90% 11% 90% 26% 31% 80% 20% 80% 31% 38% 70% 70% 48% 55% 60% 57% 60% 54% 25% 63% 50% 40% 50% 40% 40% 58% 53% 30% 30% 49% 13% 28% 45% 38% 26% 20% 20% 31% 10% 20% 22% 10% 9% 8% 6% 9% 10% 0% 4% 0% 3Q23 4Q23 1Q24 2Q24 3Q24
Slide 9: NRE/MP Breakdown by Technology
NRE/MP Breakdown by Technology NRE MP 100% 1% 1% 100% 1% 1% 1% 2% 8% 9% 10% 6% 8% 11% 90% 16% 90% 7% 27% 15% 12% 80% 80% 36% 39% 20% 19% 9% 70% 11% 70% 21% 60% 60% 58% 19% 58% 50% 50% 46% 35% 40% 40% 39% 78% 68% 64% 30% 30% 54% 50% 20% 15% 17% 21% 20% 16% 11% 10% 10% 13% 11% 11% 13% 12% 0% 0% 3Q23 4
Slide 10: Confidential information and Legal notice
• Confidential information The material is being disclosed to you pursuant to a non-disclosure agreement between you or your employer and Faraday. Information disclosed in this presentation may be used only as permitted under such an agreement. • Legal notice The information contained in this presen
Slide 11: www.faraday-tech.com [email protected]
www.faraday-tech.com [email protected] 11