Bizlink Holding Inc. · TWSE:3665
Bizlink — Q2 2026 Earnings Presentation
12 slides from Bizlink's earnings presentation, August 2026
Slide 1: BizLink Holding Inc Investor Presentation 2Q 2026
BizLink Holding Inc 3665.TT Investor Presentation 2Q 2026 Version Aug 2026 © 2026 BizLink Group Confidential & Privileged 1
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements based on currently available information and the Company’s current expectations and assumptions. These statements may include, but are not limited to, projections regarding future business performance, market opportunities,
Slide 3: Corporate Highlights: Capturing the Next Phase of AI Growth
I. Corporate Highlights: Second Quarter 2026 Capturing the Next Phase of AI Growth Through Deployment & Capability Expansion ◼ Deployment First — Infra deployment, not individual tech transitions, determines opportunity; multiple gen’s can coexist and scale. ◼ Rising Complexity Expands Our Opportuni
Slide 4: Architecture Is Evolving — And So Are We
I. Corporate Highlights: Second Quarter 2026 Architecture Is Evolving — And So Are We ◼ Higher power, bandwidth and system complexity are increasing engineering requirements across AI infrastructure. ◼ Our participation is expanding from individual components toward higher-value, more integrated sol
Slide 5: Financial Highlights: Sales and Margins
II. Financial Highlights: Second Quarter 2026 TOTAL SALES GPM OPM NET PROFIT EPS 2Q26 2Q26 2Q26 2Q26 2Q26 NT$ 23.28B 30.73% 17.22% NT$ 2.98B NT$ 15.28 30 40% 33.25% 31.93% 30.38% 31.12% 30.73% 29.33% 28.78% 28.77% 25 28.11% 30% 26.20% 25.80% 26.30% 25.50% 26.70% 26.34% 24.20% 24.52% 21.90% 19.54% 18
Slide 6: Financial Highlights: QoQ YoY by End Market
II. Financial Highlights: Second Quarter 2026 IT DataComm Industrial Automotive Elect. App. 2026 2Q 42% 35% 10% 12% QoQ YoY © 2026 BizLink Group Confidential & Privileged 6
Slide 7: Broad-Based Growth & Disciplined Capital Allocation
II. Financial Highlights: Second Quarter 2026 Broad-Based Growth & Disciplined Capital Allocation Drive Long-Term Value Creation ◼ Broad-Based Growth — Q2 recovery extended across HPC, SPE and our broader portfolio, demonstrating the resilience of our multi- engine business model. ◼ Higher-Value Mix
Slide 8: Q&A Thank You
Q&A Thank You © 2026 BizLink Group Confidential & Privileged 8
Slide 9: Condensed Income Statement
APPENDIX: Condensed Income Statement 2021 2022 2023 2024 2025 Sales 28,564,375 53,757,171 51,051,791 54,080,481 71,247,272 GPM 23.21% 25.65% 24.65% 28.20% 31.73% Opex 3,971,071 8,218,883 8,349,633 8,686,524 10,146,987 OPM 9.31% 10.36% 8.30% 12.14% 17.49% Non-OP -17,006 -253,812 -794,759 -247,886 -59
Slide 10: Condensed Balance Sheet
APPENDIX: Condensed Balance Sheet 2021 2022 2023 2024 2025 Cash & Equiv. 3,209,592 12.55% 8,497,568 15.90% 10,627,389 19.43% 10,175,676 16.70% 14,395,187 17.49% Inventory 6,378,838 24.94% 12,323,217 23.06% 10,102,719 18.48% 11,231,621 18.44% 13,824,198 16.79% Net A/R 7,005,579 27.39% 10,060,143 18.8
Slide 11: Condensed Cash Flow Statement
APPENDIX: Condensed Cash Flow Statement 2021 2022 2023 2024 2025 Starting Cash 5,360,003 3,209,592 8,497,568 10,627,389 10,175,676 Net Cash from Operating 364,965 2,779,419 7,446,277 6,908,915 8,595,400 Cash Flow from Investing PP&E -1,244,650 -1,877,242 -2,558,729 -3,110,357 -3,189,215 Others -230,
Slide 12: Contact us
Stay Connected Bizlinktech.com in @BizLink Group Contact us Mike Wang Senior Manager, Investor Relations T +886 2 8226 1000 ext. 52663 E mike_wang@bizlinktech.com Jimmy Hsu Deputy Manager, Investor Relations T +886 2 8226 1000 ext. 52794 E jimmy_hsu@bizlinktech.com