Bizlink Holding Inc. · TWSE:3665
Bizlink — Q1 2022 Earnings Presentation
10 slides from Bizlink's earnings presentation, May 13, 2022
Slide 1: BizLink Holding Inc 1Q 2022 Earnings Deck
BizLink Holding Inc 3665.TT 1Q 2022 Earnings Deck May 13, 2022 © 2022 BizLink External Use 1
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT The contents of this presentation are based on available information, and the Company’s views when made. The information in this presentation may contain descriptions of the future prospects of the Company and its subsidiaries, and are subject to risks and uncertainties, which
Slide 3: 1Q22 Financial Results
1Q22 FINANCIAL RESULTS NT$ thousand 1Q22 1Q21 4Q21 Y/Y Q/Q Sales 11,667,198 6,134,214 7,998,723 +90.20% +45.86% Gross Margin 24.42% 22.20% 23.03% +222bps +139bps Operating Margin 7.76% 6.56% 9.59% +120bps -183bps Tax Rate 34.64% 28.66% 24.18% -- -- Net Income 558,944 309,648 568,796 +80.51% -1.73% E
Slide 4: 1Q22 Key Metrics
2 4 6 8 0 10 12 16 18 20 22 24 26 14 28 1Q-2019 2Q-2019 3Q-2019 4Q-2019 1Q-2020 2Q-2020 3Q-2020 4Q-2020 1Q-2021 2Q-2021 GROSS MARGIN 1Q22 KEY METRICS 3Q-2021 4Q-2021 1Q-2022 2 4 6 8 0 10 12 14 16 18 1Q-2019 2Q-2019 3Q-2019 4Q-2019 1Q-2020 2Q-2020 3Q-2020 4Q-2020 1Q-2021 OPEX RATIO 2Q-2021 3Q-2021 4Q
Slide 5: INBG Acquisition
INBG ACQUISITION Healthcare Telecomm Robotic TECHNICAL STANDARD-SETTER AND A MARKET LEADER ACROSS A NUMBER OF END-MARKETS 16% Systems Solutions 9% 14% JUNE CAPABILITIES TO OPERATE UNDER EXTREME 2018 CONDITIONS/REQUIREMENTS FOR CUSTOMERS SUPERIOR MGMT TEAM AND ESTABLISHED Automation Silicone Tailor-m
Slide 6: BizLink Evolution Since 2017
BIZLINK EVOLUTION SINCE 2017 B U I L D I N G A D I V E R S I F I E D B U S I N E S S TO C R E AT E L O N G - T E R M VA L U E Sustainable profitability record through expansion of product offerings + footprint + customers BizLink and acquired businesses leverage technologies and decades of industry
Slide 7: Organic Performance by Segment
ORGANIC PERFORMANCE BY SEGMENT Q1 2022 organic sales increased 26% YOY Q1 2022 BizLink + INBG sales increased 90.20% YOY Industrial +35% YOY Automotive +44% YOY 19% of organic sales mix 19% of organic sales mix Product category sales mix: Product category sales mix: ◼ Semi-cap: over 60% ◼ EV: over 6
Slide 8: Market & Growth Outlook
MARKET & GROWTH OUTLOOK SEMI + ETHERNET CONTENT GROWING AS EVERYTHING BECOMES CONNECTED DATA-CENTERS INDUSTRIAL AI ELECTRIC VEHICLES SMART-HOME APPL. © 2022 BizLink External Use 8
Slide 9: Q&A Session
Q&A Session © 2022 BizLink External Use 9
Slide 10: Contact us
Contact us Mike Wang Manager, Investor Relations T +886 2 8226 1000 ext. 2663 E mike_wang@bizlinktech.com Stay Connected @BizLinkTechnology Claire Yung Senior Specialist, Investor Relations T +886 2 8226 1000 ext. 2760 @BizLink Group E claire_yung@bizlinktech.com © 2022 BizLink External Use 10