Chicony Electronics Co. Ltd. · TWSE:2385

Chicony Electronics — Q2 2026 Earnings Presentation

14 slides from Chicony Electronics's earnings presentation, Aug 5, 2026

  1. Slide 1: Chicony Electronics 2Q26 Results Conference

    Chicony Electronics 2Q26 Results Conference Aug. 5, 2026 1

  2. Slide 2: Safe Harbor Notice

    Safe Harbor Notice • Chicony’s statement of its current expectations are forward-looking statements which are subject to significant risks and uncertainties. • Actual results may differ materially from those contained in any forward-looking statements. 2

  3. Slide 3: Agenda

    Agenda ► 2Q26/1H26 Financial & Operating Results ► Business Outlook ► Commitment to ESG 3

  4. Slide 4: 2Q26 Financial & Operating Results

    2Q26 Financial & Operating Results 4

  5. Slide 5: 2Q26 Consolidated Income Statement

    2Q26 Consolidated Income Statement 2Q26 Net Income Increased 54% QoQ; EPS Increased 53% QoQ NT$ Million 2Q26 % 1Q26 % QoQ 2Q25 % YoY % Net Sales 22,388 100.0 22,871 100.0 -2.1 24,494 100.0 -8.6 COGS (19,340) (86.4) (19,178) (83.9) (20,151) (82.3) Gross Profit 3,049 13.6 3,693 16.1 -17.4 4,343 17.7 -

  6. Slide 6: 1H26 Consolidated Income Statement

    1H26 Consolidated Income Statement 1H26 EPS NT$5.06; Net Margin 8.2% NT$ Million 1H 2026 % 1H 2025 % YoY % Net Sales 45,259 100.0 47,776 100.0 -5.3 COGS (38,517) (85.1) (39,125) (81.9) Gross Profit 6,742 14.9 8,650 18.1 -22.1 Operating Expense (4,466) (9.9) (4,588) (9.6) Operating Profit 2,276 5.0 4

  7. Slide 7: 2Q26 Consolidated Balance Sheet

    2Q26 Consolidated Balance Sheet Healthy Balance Sheet with NT$15.9B Net Cash; Debt Ratio 52% NT$ Million 2Q26 % 1Q26 % 2Q25 % Cash & Equivalent 29,741 27.0 27,796 25.8 20,581 22.1 Accounts Receivable 20,504 18.6 21,884 20.3 21,530 23.1 Inventories 17,922 16.3 17,683 16.4 14,711 15.8 Current Assets 8

  8. Slide 8: Continue Delivering Solid Revenue Growth

    Continue Delivering Solid Revenue Growth Secure resources for global top tier customers, with a balanced and diversified product portfolio (NT$ mn) +2.4% CAGR 115,748 107,474 101,478 98,323 95,082 95,661 92,552 87,260 77,018 78,156 45,259 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1H26 *Organ

  9. Slide 9: Business Outlook

    “CLIMATE GROUP RE100 Chicony; Business Outlook Chicony

  10. Slide 10: July Revenue was NT$7.1B, YTD Revenue was NT$52.3B

    July Revenue was NT$7.1B YTD Revenue was NT$52.3B NT$M 10,000 2025 2026 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0 1 2 3 4 5 6 7 8 9 10 11 12 2025 7,518 7,291 8,473 8,025 8,124 8,346 8,041 8,483 8,284 7,432 7,735 7,910 2026 7,695 6,373 8,803 7,273 7,227 7,889 7,057 10

  11. Slide 11: Consistent 80% Cash Dividend Payout Ratio Since Y2024

    Consistent 80% Cash Dividend Payout Ratio Since Y2024 Earnings Per Share Dividend Per Share Dividend Payout % 81% 80% 80% 75% 73% 73% 75% 70% 71% 70% 12.43 10.26 10.35 10.00 9.05 8.71 8.45 7.80 7.80 7.50 7.20 5.92 6.10 5.90 5.50 5.24 5.22 4.45 4.25 3.80 2016 2017 2018 2019 2020 2021 2022 2023 2024 2

  12. Slide 12: Commitment to ESG

    Realize Sustainable Growth in the Tech Space Commitment to ESG 12

  13. Slide 13: Actively Facilitate ESG Development

    Actively Facilitate ESG Development Our Sustainability Targets & ESG Results ► Science-Based Targets by 2030 ► 2026 Global Views ESG Corporate Sustainability Awards Officially approved by SBTi in September 2022 Chicony Electronics has been honored with the Scope 1+2 emission target: 56.8% reduction

  14. Slide 14: Thank You!

    Thank You! Provide Customer Satisfaction | Ensure Welfare of Employees Create Company Development | Shape Good Human Relations 14 14

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