Faraday Technology Corp. · TWSE:3035
Faraday Technology — Q2 2026 Earnings Presentation
11 slides from Faraday Technology's earnings presentation, Jul 28, 2026
Slide 1: 2026 2Q Investor Conference
2026 2Q Investor Conference July 28, 2026 Confidential
Slide 2: Agenda
Agenda • 2Q26 Financial Results • Business Update Confidential 2
Slide 3: 2Q26 Financial Results
2Q26 Financial Results 3
Slide 4: Statements of Comprehensive Income
Statements of Comprehensive Income Unit: NT$ Million 2Q26 1Q26 2Q25 QoQ % YoY % Revenues 3,314 2,589 4,512 28.0% -26.6% IP 433 413 289 4.8% 49.7% NRE 451 537 412 -16.1% 9.5% MP 2,430 1,639 3,811 48.3% -36.2% Gross Profit 1,499 1,225 1,091 22.4% 37.3% Operating Expenses (1,228) (1,129) (1,027) 8.8% 1
Slide 5: Condensed Balance Sheet
Condensed Balance Sheet Unit: NT$ Million 2026/6/30 2026/3/31 Cash and Cash Equivalents 9,488 8,381 Notes and Accounts Receivable 1,052 1,864 Inventories 1,508 1,120 Total Assets 25,115 20,896 Notes and Accounts Payable 2,363 2,124 Current Liabilities 6,437 5,733 Total Liabilities 7,188 6,486 Stockh
Slide 6: Business Update
Business Update 6
Slide 7: Sales Breakdown by Billing Method
Sales Breakdown by Billing Method 100% NT$ M 6% 5,000 13% 15% 16% 13% 90% 9% 4,500 4,000 80% 15% 14% 3,500 21% 70% 33% 3,000 60% 2,500 2,000 50% 1,500 85% 40% 1,000 73% 72% 500 30% 63% 0 52% 20% 2Q25 2Q25 3Q25 3Q25 4Q25 4Q25 1Q26 1Q26 2Q26 2Q26 IP 289 413 412 413 433 10% NRE 412 492 931 537 451 0% M
Slide 8: NRE/MP Breakdown by Application
NRE/MP Breakdown by Application NRE MP 100% 2% 100% 4% 4% 4% 8% 9% 9% 11% 12% 11% 9% 14% 90% 90% 10% 22% 80% 16% 80% 26% 35% 32% 70% 70% 35% 45% 49% 60% 51% 60% 53% 14% 35% 50% 50% 60% 43% 40% 40% 3% 22% 24% 1% 49% 19% 30% 30% 21% 25% 20% 28% 20% 27% 14% 25% 22% 21% 10% 17% 10% 10% 9% 13% 8% 8% 4% 7
Slide 9: NRE/MP Breakdown by Technology
NRE/MP Breakdown by Technology NRE MP 100% 1% 1% 2% 1% 100% 2% 1% 1% 4% 3% 1% 3% 6% 4% 7% 1% 11% 4% 7% 12% 13% 90% 8% 90% 11% 19% 20% 80% 32% 80% 27% 21% 34% 70% 70% 13% 28% 3% 47% 49% 60% 60% 55% 13% 41% 16% 50% 50% 36% 7% 40% 40% 30% 30% 60% 18% 52% 56% 50% 25% 20% 20% 43% 36% 23% 29% 10% 10% 11%
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