Inventec Besta Co., Ltd. · TWSE:8201
Inventec Besta — H1 2025 Earnings Presentation
15 slides from Inventec Besta's earnings presentation, Sep 19, 2025
Slide 1: Inventec Besta Co., Ltd. Investor Conference
Inventec Besta Co., Ltd. Investor Conference Inventec Besta Co., Ltd. Stock Code 8201 9/19/2025 Inventec Besta Confidential 1
Slide 2: Disclaimer
Disclaimer The above statements that pertain to future projections constitute the expectations, opinions, outlooks, or predictions of our company and its affiliates based on information available at the time the statements were made. Such statements may be affected by known and unknown risks and inh
Slide 3: 2025 H1 Financial Performance
2025 H1 FINANCIAL PERFORMANCE Inventec Besta Confidential 3
Slide 4: 2025 H1 Consolidated P&L
2025 H1 Consolidated P&L 2025H1 2024H1 NT$ Million Amount % Amount % Sales Revenue 231 100% 246 100% Gross Profit 61 26.4% 42 17.1% Operating Expenses 77 33.3% 88 35.8% Net Operating Income(Loss) (16) -6.9% (46) -18.7% Profit (loss) from continuing (21) -9.1% (31) -12.6% before Tax Profit (loss) for
Slide 5: 2025 Q2 Consolidated P&L
2025 Q2 Consolidated P&L 2025 Q2 2024 Q2 NT$ Million Amount % Amount % Sales Revenue 117 100% 143 100% Gross Profit 33 28.2% 24 16.8% Operating Expense 38 32.5% 42 29.4% Net Operating Income(Loss) (5) -4.3% (18) -12.6% Profit (loss) from continuing (15) -12.8% (12) -8.4% before Tax Profit (loss) for
Slide 6: 2025 Q2/H1 Non-Operating Income and Expense
2025 Q2/H1 Non-Operating Income and Expense 2025 2024 2025 2024 NT$ Million Q2 Q2 H1 H1 Amount Amount Amount Amount Interest Income 2 2 3 4 Other Income 2 2 4 4 Foreign Exchange Gain （Loss） (14) 2 (12) 7 Total Non-Operating Income and Expense (10) 6 (5) 15 Inventec Besta Confidential 6
Slide 7: Consolidated B/S
Consolidated B/S 2025.6 & 2024.12 2025.6 & 2024.6 2025/6/30 2024/12/31 2024/6/30 Increases and Increases and NT$ Million decreases decreases Amount Amount Amount Amount ％ Amount ％ Cash 246 256 289 (10) -3.9% (43) -14.9% Accounts Receivable 105 61 140 44 72.1% (35) -25.0% Inventories 40 52 54 (12) -2
Slide 8: Smart Devices (SDBG) vs Enterprise Service (ESBG)
Smart Devices (SDBG) vs Enterprise Service (ESBG) 2024 2025 H1 Enterprise Enterprise Service 37% Service Smart Devices 48% 52% Smart Devices 63% Smart Devices Enterprise Service Smart Devices Enterprise Service Inventec Besta Confidential 8
Slide 9: Proportions of Products and Main Clients - SDBG
Proportions of Products and Main Clients - SDBG unit：million NTD 2024 2025H1 Others BENESSE Others BENESSE 2% 16% 1% 5% HP 20% Automotive 34% HP 28% Automotive OBM 54% 20% OBM 20% Inventec Besta Confidential 9
Slide 10: Proportions of Products and Main Clients - ESBG
Proportions of Products and Main Clients - ESBG unit：million NTD 2024 2025H1 Netcom Others Integration Others 0% Service 0% Division 30% Netcom Diversified Integration Diversified Services Service Services Division Division Division 42% 58% 70% Inventec Besta Confidential 10
Slide 11: Tariffs and exchange rates
Tariffs and exchange rates 1) The 70% of Besta revenue is in NT dollars, and 30% is in US dollars. The appreciation in the first half year affected exchange rate losses, but the dollar has stabilized in the second half year, so there should be no significant exchange rate losses. 2) Besta’s main aut
Slide 12: Besta's future efforts
Besta’s future efforets • Automotive Electronics 1) Increase revenue and profits by adding new overseas end customers 2) Added AM accessory parts and developed LVDS camera products for Eurasian markets • Enterprise Service 1) Expand AI hardware distribution channels and agency products 2) Focusing o
Slide 13: Automotive Parts Development Strategy
Automotive Parts Development Strategy • Camera(Analog/Digital) AM Market • Parking Sensor • RFID Handle • AC Controller Parallel development of AM/PDI automotive products • Tier 2 Customer PDI Market • RVC / SVC / FVC / AVM Camera 2025 2026 • Obtained IATF16949 certification • Establish new product
Slide 14: Inventec Besta Confidential
Inventec Besta Confidential 14
Slide 15: Thank you!
Thank you! Questions and Answers http://www.besta.com.tw investors@besta.com.tw Inventec Besta Confidential 15