15 slides from Integrated Micro-electronics's earnings presentation, Aug 12, 2026
Slide 1: IMI Analyst Briefing 2026 Q2
IMI Analyst Briefing 2026 Q2 August 12, 2026 Online
Slide 2: Market Outlook
Market Outlook
Slide 3: Economic Growth Figures
Economic Growth Figures • Global growth remains resilient despite geopolitical 3.4 3.0 3.4 uncertainty, supported by datacenter and tech demand 1.4 1.2 0.9 • Technology-linked economies WORLD 2025 2026 2027 Eurozone outperforming traditional manufacturing regions • Increased investment in digital in
Slide 4: Mobility Market Outlook
Mobility Market Outlook • Camera-based safety functions, automatic emergency braking, driver monitoring systems and lane-keeping functions becoming standard on more vehicle platforms • Vehicle electronics content continues to outpace overall vehicle production, benefiting suppliers with expertise in
Slide 5: Medical and Connectivity Market Outlook
Medical and Connectivity Market Outlook • AI-driven datacenter investment remains one of the fastest growing electronics end markets, driving demand for power conversion and thermal management • Medical electronics demand supported by increased adoption of integrated monitoring and diagnostic health
Slide 6: Financials
Financials
Slide 7: Segment Updates
Segment Updates CORE VIA ➢ Mobility: 19 14 15 • Core Q2 Revenues +10% Q/Q ; +14% Y/Y • Growth driven by camera, lighting, active safety, and mechatronics programs 156 • Growing electronic content per vehicle is offsetting muted 137 146 145 142 vehicle production growth in selected regions • ADAS ado
Slide 8: Region Updates
Region Updates ➢ Philippines: '25 Q2 '25 Q3 '25 Q4 '26 Q1 '26 Q2 Q/Q% Y/Y% • Continued growth in camera and power module programs highlights IMI Philippines’ differentiated engineering and PH 61.9 69.5 69.0 65.7 74.6 14% 21% manufacturing capabilities CN 41.3 47.1 39.0 40.5 41.7 3% 1% • Continued ex
Slide 9: Group Performance (Non-GAAP)
Group Performance (Non-GAAP) CORE VIA Revenue and Core Gross Profit Margin Operating Income and Core Margin 11.2% 11.2% 6.6% 5.2% 480 12. 0% 9.8% 18.0 430 9.7% 4.8% 4.2% 4.9% 8.6% 380 10. 0% 0.6 13.0 330 8.0 % 16.2 280 23 19 8.0 15 10.9 12.0 10.7 230 6.0 % 180 9.6 244 3.0 233 232 4.0 % 226 220 130 8
Slide 10: Adjusted EBITDA
Adjusted EBITDA CORE VIA • Quarterly EBITDA at its highest level 1.5 since 2020 18.0 17.8 21.3 15.2 15.5 • Core Q2 EBITDA +37% Q/Q ; +18% (0.6) (9.3) Y/Y ) '25Q2 '25Q3 '25Q4 '26Q1 '26Q2 • Benefits from factory footprint ) optimization, sourcing initiatives and ) 17.4 19.3 5.9 15.5 20.8 Group Reporte
Slide 11: Balance Sheet
Balance Sheet DEBT CASH Net Debt 356 340 321 303 291 294 253 271 239 231 240 212 199 179 196 192 178 148 124 119 95 99 103 101 90 91 92 115 123 116 77 97 80 '23 Q4 '24 Q1 '24 Q2 '24 Q3 '24 Q4 '25 Q1 '25 Q2 '25 Q3 '25 Q4 '26 Q1 '26 Q2 Dec Jun Key Financial Dec Jun • Net Debt remains below (US$ Millio
Slide 12: Disciplined Capital Investments
Disciplined Capital Investments 31.0 27.3 12.2 21.2 5.9 7.7 $5.0M 21.4 9.9 0.9 8.1 2026 1H 18.8 0.2 13.5 9.0 7.9 Buildings………....…..…..........2% Machinery………..….….........22% 2021 2022 2023 2024 2025 Furn & Fix………..............…….7% Constr. in progress….....…..65% Philippines China BG + CZ Mexico S
Slide 13: Key Takeaways
Key Takeaways ➢ Revenue Growth and Margin Expansion • Revenue increased both quarter-on-quarter and year-on-year • Gross profit, operating income, EBITDA and net income margins all showed significant improvement • Profitability growth continues to outpace revenue growth as operational initiatives pr
Slide 14: Q&A
Q&A
Slide 15: Connect with us
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