Pax Global Technology Limited · HKEX:327

Pax Global Technology — H1 2026 Earnings Presentation

16 slides from Pax Global Technology's earnings presentation, 2026

  1. Slide 1: PAX Global Technology Limited Interim results

    2026 PAX Global Technology Limited Interim results (327.HK)

  2. Slide 2: Disclaimer

    Disclaimer The information contained in these presentation materials has been prepared by PAX Global Technology Limited ( “Company” or “PAX”) (incorporated in Bermuda with limited liability) solely for use at the presentation to prospective investors for introduction of the Company. By accepting thi

  3. Slide 3: Agenda

    Agenda 01 2026 H1 key updates 02 Results snapshot PAX Global 2026 interim results 3

  4. Slide 4: 2026 H1 key updates

    2026 H1 key updates PAX Global 2026 interim results 4

  5. Slide 5: Strong business momentum amid industry headwinds

    2026 H1 key updates 2026 H1 key updates Strong business momentum amid industry headwinds Net profit Interim dividend Android sales proportion ▲32.6% HK 8 cents 75% per share USCA sales Memory-chip cost pressure ▲52% Proactive measures in place Industry headwinds remain Record high PAX Global 2026 in

  6. Slide 6: PAX proactively navigates memory-chip cost pressure

    2026 H1 key updates PAX proactively navigates memory-chip cost pressure Multiple measures to sustain earnings resilience Cost pressures • AI-driven demand is tightening memory-chip supply, driving certain component prices to more than double year-to-date • Elevated industry costs are expected to per

  7. Slide 7: Results snapshot

    Results snapshot PAX Global 2026 interim results 7

  8. Slide 8: Revenue and profit delivered strong growth

    Results snapshot Revenue and profit delivered strong growth Strategic market growth and effective expense management Revenue Profit for the period HK$ 3,136M ▲15.4% HK$ 519M ▲32.6% 3,136 2,716 519 391 [-]% 2025 H1 2026 H1 2025 H1 2026 H1 Gross profit margin Net profit margin 44.5% 2.4 pts 16.5% ▲ 2.

  9. Slide 9: Android solutions continue to make significant contribution

    Results snapshot Android solutions continue to make significant contribution Flagship products scale globally across diverse payment use cases Android terminal revenue Revenue mix HK$2,348 M 75% ▲25% 2025 H1 : 69% A920Pro A920MAX Commercial EPOS Flagship model with Commercial rollout across Double-d

  10. Slide 10: PAX delivered growth across all four regions

    Results snapshot PAX delivered growth across all four regions Leveraging global footprint to focus on high-potential markets LACIS EMEA (HK$ 793 M) ▲ 16% (HK$ 1,108 M) ▲ 2% • Brazil: Competition remained intense, with continued efforts to capture growth opportunities 26% 35% • Europe: The U.K., Ital

  11. Slide 11: PAX pragmatically manages working capital

    Results snapshot PAX pragmatically manages working capital Trade and bills receivables • Increase mainly driven by strong Q2 sales (▲ 5%, turnover days: 170) • Increase mainly driven by significant rise in memory-chip Inventories costs and strategic inventory build-up (▲ 54%, turnover days: 218) • C

  12. Slide 12: Other financial items analysis

    Results snapshot Other financial items analysis Selling expenses • Optimized sales team structure ( 5% YoY) • Sales commissions 11% (approx. HK$ 7 M) • Optimized R&D team structure Administrative expenses • R&D expenses 17% (approx. HK$ 51 M) ( 1% YoY) • Net foreign exchange impact (2026 H1: HK$7 M

  13. Slide 13: Investor relations contacts

    Investor relations contacts Email ir@pax.com.hk Tel +852 2500 8510 PAX Global 2026 interim results 13

  14. Slide 14: Interim condensed consolidated income statement

    Appendix – financial summary Six months ended 30 June Interim condensed consolidated income statement 2026 2025 HK$’ 000 HK$’ 000 Revenue 3,135,719 2,716,164 Cost of sales (1,741,585) (1,443,619) Gross profit 1,394,134 1,272,545 Other income 30,973 29,568 Other losses (2,966) (9,871) Selling expense

  15. Slide 15: Interim condensed consolidated balance sheet

    Appendix – financial summary Interim condensed consolidated balance sheet As at 30 Jun As at 31 Dec 2026 2025 HK$’ 000 HK$’ 000 Total non-current assets 1,398,962 1,447,545 Property, plant and equipment 945,429 946,326 Right-of-use assets 181,568 183,631 Others 271,965 317,588 Total current assets 9

  16. Slide 16: Working capital summary

    Appendix – financial summary Working capital summary As at 30 Jun 2026 As at 31 Dec 2025 As at 30 Jun 2025 HK$ ‘000 HK$ ‘000 HK$ ‘000 Inventories 2,161,496 1,404,306 1,517,960 Trade and bills receivables 2,936,441 2,804,738 2,754,513 Trade payables 1,512,112 1,198,883 832,910 Cash and cash equivalen

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