Shun On Electronic Co., Ltd. · TWSE:6283

Shun On Electronic — Q3 2025 Earnings Presentation

22 slides from Shun On Electronic's earnings presentation, January 2026

1. Slide 1: 2025 Investor Conference

   2025 Investor Conference SOE (6283) © SOE CO., LTD. ALL RIGHTS RESERVED.

2. Slide 2: Disclaimer

   2 Disclaimer This presentation is provided by SOE (hereinafter referred to as the “Company”). The information and opinions contained herein do not constitute any express or implied representation or warranty as to their fairness, accuracy, completeness, or timeliness, nor should they be relied upon

3. Slide 3: Summary of Consolidated Statements of Profit or Loss

   3 Summary of Consolidated Statements of Profit or Loss Unit: NT$ thousands Item 2025 First Three % 2024 First Three % Quarters Quarters Operating Revenue 1,419,510 100% 1,073,525 100% Gross Profit 202,782 14% 67,713 6% Operating Loss (47,487) -3% (86,335) -8% Net Loss for the Period (36,233) -3% (57

4. Slide 4: Strategic Transformation Delivering Results, Significantly Enhancing Operating Performance

   Strategic Transformation Delivering Results, Significantly 4 Enhancing Operating Performance 2025 First Three 2024 First Three Item Remarks Quarters Quarters Operating Revenue NT$1.42 billion NT$1.07 billion Increased by 32% year-over-year Improved by 8 percentage points Gross Margin 14% 6% year-ove

5. Slide 5: Automotive Electronics and Special Vehicles Become the Primary Growth and Profit Drivers

   Automotive Electronics and Special Vehicles Become the 5 Primary Growth and Profit Drivers Revenue Structure Transformation: Automotive Solutions as the Core Growth Engine 2024 First 3 2025 First 3 Quarters Quarters ADAS Camera: ADAS Camera : 29% 31% Conductive Film : 44% Conductive Film : 71% Speci

6. Slide 6: 2025 Q3 Marks a Key Turning Point, Achieving Single-Quarter Profitability

   2025 Q3 Marks a Key Turning Point, Achieving Single- 6 Quarter Profitability Unit: NT$ thousand 2025/Q1 2025/Q2 2025/Q3 Revenue 462,925 364,158 592,427 Operating Profit (Loss) (48,367) (64,378) 65,258 Net Profit (Loss) Attributable (22,071) (49,505) 42,005 to Parent Company Key Highlight: Single-qua

7. Slide 7: SOE Executive Team

   7 SOE Executive Team Kuanneng Chen Yi Yuan Karen Chiang Special Assistant to GM of Leroad Group CFO Hong-Te Tsai Chia-Ying Wu(Anne Wu) GM of SOE & Head of Head of Information Head of Human Electronics BU University of Nantes, MBA Baruch Technology Division Resources & Electrical & College / NTU Admi

8. Slide 8: Enter the huge potential Indian automotive electronics market through a joint venture

   Enter the huge potential Indian automotive electronics 8 market through a joint venture SOE established a joint venture with India-based Sensetek Optical Private Limited in the state of Haryana, India The operation has successfully secured its first designated production project, with the end custom

9. Slide 9: Potential camera revenue forecast

   9 Potential camera revenue forecast Product：Surround View Camera (Analog → Digital ) Customer：Japanese automaker SOP：the lead model for India→2026.7 the lead model for Japan →2028.4 Planned Production Locations： India market → Joint Venture India Plant Japan market → SOE Jiaxing Plant 【Quantity Info

10. Slide 10: Continued Strengthening of the Special Vehicles Team

    10 Continued Strengthening of the Special Vehicles Team  New team members  Existing team members Yi YUAN CEO Zhilong JIANG Head of R&D Yan SHANG, Head of Sales Hao YUAN, Head of Projects & New Tech. Xindi BAO，Head of the XYTE Project Master’s Degree in Foreign Languages & Master’s Degree in Mechan

11. Slide 11: New Product Launches, Continued Focus on Micromobility

    11 New Product Launches, Continued Focus on Micromobility Dec/25，SOP in Jiaxing Mar/26，SOP in Jiaxing Apr./2，SOP in Taiwan July/26，SOP in Taiwan Dedicated to the global premium Dedicated to the EU high-end Dedicated to the US mid-tier PTV market Dedicated to the US/JP premium golf cart market microm

12. Slide 12: All-New Golf Cart Enters Mass Production and Global Markets

    12 All-New Golf Cart Enters Mass Production and Global Markets Aesthetic Design Comfort Design SOP：12/08 An all-new, forward-developed golf cart product, based on a modular platform architecture, designed to flexibly meet diverse global market requirements. · Raised IP · Widened Seat · 4D adjustable

13. Slide 13: XYTE Strategic Partnership & SOP of a New Model for EU Market

    13 XYTE Strategic Partnership & SOP of a New Model for EU Market XYTE & Leroad Establish Strategic Cooperation As a strategic partner and contract manufacturer of XYTE, Leroad also provides engineering R&D support, supply chain management, and quality management. The two parties maintain close colla

14. Slide 14: VIMO Collaboration & PTVs Launch for U.S. and JPN Mid-to-High-End Markets

    14 VIMO Collaboration & PTVs Launch for U.S. and JPN Mid-to-High-End Markets Introduction of VIMO Mobility, headquartered in Los Angeles, California, USA, Vimo is a technology company focused on innovative LSV and personal mobility solutions. VIMO’s core mission is to support flexible and sustainabl

15. Slide 15: Key Component Innovation — Air Conditioning & Intelligent Systems

    15 Key Component Innovation — Air Conditioning & Intelligent Systems 13-inch display 10-inch + HS SOP Yamaha AC kit CANbox 12-inch widen display Entering the automotive aftermarket w/ CAN Box: Smart IVI: new AC kits: Custom-developed at the request of a Providing in-vehicle entertainment, positionin

16. Slide 16: Launching manufacturing in Taiwan, establishing a second delivery base.

    16 Launching manufacturing in Taiwan, establishing a second delivery base. Establishment of Leroad Taiwan & SOP In Dec/25, Leroad officially SOP of X Series models in Taiwan, with shipments to the U.S. market resuming in Jan/26. Product import tariffs for the U.S. market have been successfully reduc

17. Slide 17: Leroad Korea established and begins securing business.

    17 Leroad Korea established and begins securing business. Establishment Date: September 2025 The South Korean market is the world’s eighth-largest golf cart market, with annual sales exceeding 5,000 units. The market features high entry barriers and high vehicle price levels. To further develop the

18. Slide 18: Continued Expansion into New Markets: Japan, Philippines, and South Africa

    18 Continued Expansion into New Markets: Japan, Philippines, and South Africa Distributor: NSV Co., Ltd. NSV is a company focused on electrification. The company is engaged in the development & sales of Leroad golf carts and AC accessory · 英國 United Kingdom products, w/ AC products already shipped.

19. Slide 19: Autonomous Driving and Golf Club Management System Cooperation

    19 Autonomous Driving and Golf Club Management System Cooperation Partner Background Partner Background Founded in 1998, the partner company began with digital mapping as its core business Founded in 2013, the partner is a technology service platform focused on the golf and later expanded into navig

20. Slide 20: Industry Benchmark-Tao Motor

    20 Industry Benchmark-Tao Motor © SOE CO., LTD. ALL RIGHTS RESERVED.

21. Slide 21: New Business Seamless Corrugated-Pipe for AI Servers

    New Business Seamless Corrugated-Pipe for AI Servers © SOE CO., LTD. ALL RIGHTS RESERVED.

22. Slide 22: Stainless steel seamless corrugated pipe for AI server

    22 Stainless steel seamless corrugated pipe for AI server Driven primarily by the standardization of liquid cooling systems in high-end models such as NVIDIA GB300/Rubin, the global demand for 316L stainless steel seamless corrugated pipes for AI servers is expected to reach over 120 million units

Shun On Electronic Co., Ltd. (SOE) — Q3 2025 Earnings Presentation on 6ix