Airoha Technology Corp. · TWSE:6526

Airoha Technology — Q2 2025 Earnings Presentation

15 slides from Airoha Technology's earnings presentation, 2025

  1. Slide 1: Airoha 2025-Q2 Investor Conference

    達發科技2025年第二季法人說明會 Airoha 2025-Q2 Investor Conference Update: 1 Airoha Proprietary and Confidential. © 2024 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 +12.7% +5.7% 5,522 5,223 4,899 2Q24 1Q25 2Q25 3 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  4. Slide 4: Consolidated Gross Margin

    Consolidated Gross Margin (%) YoY QoQ -2.3pts -1.2pts 52.8% 51.7% 50.5% 2Q24 1Q25 2Q25 4 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  5. Slide 5: Consolidated Operating Expenses

    Consolidated Operating Expenses (NTD million) YoY QoQ +18.4% +0.4% 1,963 1,971 1,665 225 227 156 216 198 111 Sales Admin 1,522 1,546 R&D 1,398 2Q24 1Q25 2Q25 5 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  6. Slide 6: Consolidated Operating Income

    Consolidated Operating Income (NTD million) YoY QoQ -11.5% +10.7% 922 816 737 2Q24 1Q25 2Q25 6 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  7. Slide 7: Consolidated Operating Margin

    Consolidated Operating Margin (%) QoQ YoY +0.7pts -4.0pts 18.8% 14.8% 14.1% 2Q24 1Q25 2Q25 7 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  8. Slide 8: Consolidated Net Income

    Consolidated Net Income (NTD million) YoY QoQ -5.4% +6.8% 801 758 710 2Q24 1Q25 2Q25 8 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  9. Slide 9: Consolidated Net Profit Margin

    Consolidated Net Profit Margin (%) YoY QoQ -2.7pts +0.1pts 16.4% 13.6% 13.7% 2Q24 1Q25 2Q25 9 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  10. Slide 10: Consolidated Earnings Per Share

    Consolidated Earnings Per Share (NTD) YoY QoQ -$0.14 +$0.28 4.78 4.64 4.36 2Q24 1Q25 2Q25 10 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  11. Slide 11: Appendix

    Appendix 11 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  12. Slide 12: Consolidated Income Statement (Unaudited)

    Consolidated Income Statement (Unaudited) (In NT$ millions, except EPS) 2Q25 1Q25 2Q24 QoQ YoY Net sales 5,522 5,223 4,899 5.7% 12.7% Operating costs (2,735) (2,523) (2,312) Gross profit 2,787 2,700 2,587 3.2% 7.7% Selling expenses (227) (225) (156) Administration expenses (198) (216) (111) R&D expe

  13. Slide 13: Consolidated Balance Sheet (Unaudited)

    Consolidated Balance Sheet (Unaudited) (In NT$ millions) 2Q25 1Q25 2Q24 Cash and cash equivalents 13,187 12,597 9,020 Trade receivables 3,036 2,497 3,194 Inventories, net 1,948 1,991 1,743 Other current assets 454 476 436 Property, plant and equipment 3,732 3,740 2,997 Intangible assets 3,370 3,441

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

    Consolidated Cash Flow Statement (Unaudited) (In NT$ millions) 2Q25 1Q25 2Q24 Net cash provided by (used in) operating activities 1,102 858 679 Net cash provided by (used in) investing activities (129) (365) (2,018) Net cash provided by (used in) financing activities (14) (16) (4) Effect of changes

  15. Slide 15: Q&A

    Q&A www.Airoha.com [email protected] Update: 15 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

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