E Ink Holdings Inc · TPEX:8069
E Ink — Q2 2021 Earnings Presentation
14 slides from E Ink's earnings presentation, 2021
Slide 1: 2021 Q2 Investor Conference
t i a l en o nfid 2021 Q2 k C I n E Investor Conference l n t i a fid e n Picture taken at PXMART, Taipei
Slide 2: Safe Harbor Statement
t i a l Safe Harbor en Statement o nfid k C I n E l n t i a fid e 2 n
Slide 3: Q2 Results
Q2 Results t i a l NTD, Million 21.H1 e YoY n 21.Q2 YoY fid 8,486 4,050 +28% +9% Revenue o n USD 301M +36% USD 144M +16% • Net Income% the H1 record high C Operating Profit k 1,286 15% +204% 318 8% -10% • Revenue, Operating Profit and I nNon-Op Income 1,854 +18% 1,464 +94% E Net Income all 10-year H
Slide 4: Operation Profit 3X growth YoY
Operation Profit 3X growth YoY Logistics and Signage t i l • Strong demand from market across all categories, eReader, eNote, Retail, a Operating • Growing Operating Profit from 2018 e n Profit on fid 3X YoY 1,286 k C I n E NTD, Million 423 338 t i a l 17.H1 18.H1 -5 e 19.H1 n 20.H1 21.H1 4 -317 n f
Slide 5: Improving ROE and ROA
Improving ROE and ROA • Growing H1 ROE and ROA from 2017 • Growing whole year ROE and ROA from 2018 t i a l Profitability e n o n fid 11.9% k C 8.2% 8.0% ROE, I n 7.7% Return on Equity E Whole 6.0% Year 5.3% ROA, t i a l Return on Assets n H1 17 18 fid 19 e 20 21 5 n
Slide 6: Increasing Assets and Net Asset Value per Share
Increasing Assets and Net Asset Value per Share • Assets increased from operating • Growing Net Asset Value per Share after 2017 t i a l Assets e n fid 28.3 NTD on 25.2 23.9 24.3 Net Asset Value per Share k C 22.9 50.8 NTD Billion In 41.3 43.1 Total Assets 35.3 37.2 E Other 24.8 25.5 26.3 37.8 l Ass
Slide 7: Appropriate Cash Flow Position
Appropriate Cash Flow Position • Converted cash on hand for financial investments • Capex for capacity expansion t i a l Cash Flow e n fid 30.7 NTD Billion Total 27.2 o n Financial Assets k C Time n Deposit & E I + Financial Operations Assets Debts Capex l - others Cash + - - on Hand 13.0 n t i a 9.
Slide 8: Q2 Accomplishments
2021 LESS PAPER, MORE CONNECTIVITY t i a l Nuclera Acquires E Ink Digital Microfluidics Unit Q2 e n Accomplish- ments o n fid k C I n Emerging Technology Solution BUSINESS NEXT 數位時代 TOP 100 Taiwan High Value Companies 高價值企業 E l 67th from 1,121 Companies n t i a 206th 62nd e Overall Profitability 8 n
Slide 9: ESG & Sustainability Accomplishments
l TWSE Taiwan The 1st Company in Taiwan Corporate Governance Contracted and Will Can Help! ESG & Evaluation TWSE公司治理評鑑 Accomplish 10% Installed Renewable Energy n t i a COVID-19 Testing Facilities Donation 新竹, 桃園, 花蓮 Sustainability TOP 20% 2018-2021 fid e TPEx Listed Companies o n k C I n TPEx ESG I
Slide 10: China COVID-19 Outbreak Response
Shandong China Yangzhou is facing a complex COVID-19 COVID-19 Jiangsu t i a l control and prevention situation as it is in the midst of a concentrated outbreak Anhui Yangzhou e n fid Zhejiang Outbreak Crisis C Supply on • Securing materials incoming with multiple transshipment channels Control I n k
Slide 11: Innovation for Smart Lives
Nova3 Color t i a l ThinkBook Plus 2 Innovation eReader e n for Smart Lives on fid eNote Paperlike Monitor k C ecosystem E In Retail IoT eWhite Board t E Ink i Spectra™ a l THE BOX e n 3100 11 * All trademarks belong to their rightful owners n fid E Ink products are used on the end products in the d
Slide 12: E Ink Spectra 3100
E Ink SpectraTM 3100 All-in-One Driver IC t i a l ESL (Electronic Shelf Label) in Supermarket Retail e n Expertise • Sharper Text o n fid • Data Security k C • More Power Efficient • Enabling More Interactive I n Images with E Ink SparkleTM E l n t i a fid e 12 n
Slide 13: Aiming to replace paper
eReader eNote Retail Business IoT Cost Ecosystem Growth Diversification Quality Delivery Capacity Supply Chain t i a l Environmental Protection n ESG Design for Sustainability Continuing e Social Engagement People Development fid ESG Corporate Governance Growth o n k C Aiming to replace paper. Not p
Slide 14: Thank You
t i a l en o n fid k C www.eink.com I n E Thank You l n t i a fid e n