Faraday Technology Corp. · TWSE:3035
Faraday Technology — Q3 2025 Earnings Presentation
11 slides from Faraday Technology's earnings presentation, Oct 28, 2025
Slide 1: 2025 3Q Investor Conference
2025 3Q Investor Conference Oct. 28, 2025 Confidential
Slide 2: Agenda
Agenda • 3Q25 Financial Results • Business Update Confidential 2
Slide 3: 3Q25 Financial Results
3Q25 Financial Results 3
Slide 4: Statements of Comprehensive Income
Statements of Comprehensive Income Unit: NT$ Million 3Q25 2Q25 3Q24 QoQ % YoY % Revenues 3,236 4,512 2,884 -28.3% 12.2% IP 413 289 446 43.0% -7.4% NRE 492 412 649 19.4% -24.2% MP 2,331 3,811 1,789 -38.8% 30.3% Gross Profit 1,075 1,091 1,338 -1.5% -19.7% Operating Expenses (1,035) (1,027) (1,029) 0.8
Slide 5: Condensed Balance Sheet
Condensed Balance Sheet Unit: NT$ Million 2025/9/30 2025/6/30 Cash and Cash Equivalents 7,820 8,372 Notes and Accounts Receivable 1,434 944 Inventories 1,425 1,947 Total Assets 18,867 18,978 Notes and Accounts Payable 1,835 1,439 Current Liabilities 5,141 5,625 Total Liabilities 5,752 6,306 Stockhol
Slide 6: Business Update
Business Update 6
Slide 7: Sales Breakdown by Billing Method
Sales Breakdown by Billing Method 100% NT$ M 5% 6% 8,000 15% 15% 6% 13% 90% 9% 7,000 80% 11% 15% 6,000 23% 70% 5,000 60% 4,000 3,000 50% 89% 2,000 85% 40% 74% 72% 1,000 30% 62% 0 20% 3Q24 3Q24 4Q24 4Q24 1Q25 1Q25 2Q25 2Q25 3Q25 3Q25 IP 446 440 403 289 413 10% NRE 649 329 454 412 492 0% MP 1,789 2,18
Slide 8: NRE/MP Breakdown by Application
NRE/MP Breakdown by Application NRE MP 100% 1% 2% 100% 3% 4% 4% 7% 7% 4% 8% 8% 12% 9% 90% 9% 90% 11% 3% 24% 22% 80% 80% 26% 23% 36% 32% 70% 13% 70% 53% 60% 51% 60% 63% 24% 50% 50% 78% 60% 43% 40% 40% 2% 36% 55% 49% 30% 30% 31% 28% 20% 28% 20% 14% 10% 22% 10% 19% 10% 7% 10% 8% 8% 10% 6% 9% 0% 0% 2% 2
Slide 9: NRE/MP Breakdown by Technology
NRE/MP Breakdown by Technology NRE MP 100% 2% 2% 1% 1% 100% 1% 3% 4% 4% 3% 4% 4% 7% 8% 3% 4% 1% 8% 90% 12% 90% 11% 11% 11% 20% 12% 5% 80% 32% 80% 7% 36% 1% 27% 70% 22% 70% 13% 26% 28% 60% 60% 58% 3% 42% 13% 16% 50% 50% 20% 31% 7% 40% 28% 40% 78% 4% 30% 30% 60% 52% 50% 21% 43% 20% 20% 36% 36% 27% 29%
Slide 10: Confidential information; 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