Slide 1: Chicony Electronics 2Q25 Results Conference
Chicony Electronics 2Q25 Results Conference August 6, 2025 1
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
Slide 3: Agenda
Agenda ► 2Q/1H25 Financial Results ► 2Q/1H25 Operating Results ► Business Outlook ► Commitment to ESG 3
Slide 4: 2Q/1H25 Financial Results
°CLIMATE GROUP RE100 Chicony; 2Q/1H25 Financial Results
Slide 5: 2Q25 Consolidated Income Statement
2Q25 Consolidated Income Statement 2Q25 Revenue Increased 5.2% QoQ; 2Q25 EPS NT$2.96 NT$ Million 2Q 2025 % 1Q 2025 % QoQ % 2Q 2024 % YoY % Net Sales 24,494 100.0 23,281 100.0 5.2 24,674 100.0 -0.7 COGS (20,151) (82.3) (18,974) (81.5) (19,574) (79.3) Gross Profit 4,343 17.7 4,308 18.5 0.8 5,100 20.7
Slide 6: 1H25 Consolidated Income Statement
1H25 Consolidated Income Statement 1H25 Revenue Increased 0.5% YoY; 1H25 EPS NT$5.15 NT$ Million 1Q 2025 % 1Q 2024 % YoY % Net Sales 47,776 100.0 47,520 100.0 0.5 COGS (39,125) (81.9) (37,812) (79.6) Gross Profit 8,650 18.1 9,708 20.4 -10.9 Operating Expense (4,588) (9.6) (4,871) (10.3) Operating Pr
Slide 7: 2Q25 Consolidated Balance Sheet
2Q25 Consolidated Balance Sheet Healthy Balance Sheet with NT$17.5B Net Cash; Debt Ratio at 53% NT$ Million 2Q25 % 1Q25 % 2Q24 % Cash & Equivalent 20,581 22.1 27,883 24.9 26,666 26.6 Accounts Receivable 21,530 23.1 20,944 23.3 22,745 22.7 Inventories 14,711 15.8 17,255 15.7 14,206 14.2 Current Asset
Slide 8: 2Q/1H25 Operating Results
°CLIMATE GROUP RE100 Chicony 2Q/1H25 Operating Results Chicony
Slide 9: 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) +3% CAGR 115,748 107,474 8% 101,478 6% 98,323 92,552 95,082 5% 87,260 6% 5% 5% 80,663 33% 77,018 78,156 6% 34% 7% 34% Networking & Others 10% 8% 33% 34%
Slide 10: 2Q/1H25 Revenue Breakdown
2Q/1H25 Revenue Breakdown 2Q25 Revenue by Product 1H25 Revenue by Product Others, Others, Networking, 2% Networking, 3% 3% 3% Power KB, 35% Power KB, 34% Supply, Supply, 34% 34% Image , Image , 26% 26% YoY% YoY% 7% 4% 2% 1% -5% -9% KB Image Power Supply KB Image Power Supply 10
Slide 11: Business Outlook
°CLIMATE GROUP RE100 Chicony Business Outlook Chicony
Slide 12: July Revenue was NT$8.0B, YTD Revenue NT$55.8B, flat YoY
July Revenue was NT$8.0 B YTD Revenue was NT$55.8B, flat YoY NT$M 12,000 2024 2025 10,000 8,000 6,000 4,000 2,000 0 1 2 3 4 5 6 7 8 9 10 11 12 2024 7,695 6,640 8,510 7,763 8,550 8,361 8,381 9,687 9,653 9,288 8,633 8,317 2025 7,518 7,291 8,473 8,025 8,124 8,346 8,041 12
Slide 13: Consistent High Dividend Payout
Consistent High Dividend Payout Earnings Per Share Dividend Per Share Dividend Payout % 81% 75% 76% 75% 73% 73% 75% 70% 71% 70% 10.26 10.35 8.45 8.71 7.80 7.80 7.50 6.22 6.10 5.66 5.92 5.90 5.24 5.50 5.22 4.65 4.45 4.30 4.25 3.80 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 *Yield calculated us
Slide 14: Commitment to ESG
“CLIMATE GROUP Chicony Commitment to ESG Chicony
Slide 15: Actively Facilitate ESG Development
Actively Facilitate ESG Development Our Sustainability Targets ESG Results & Recognitions ► Sustainalytics ESG Risk Rating ► Science-Based Targets by 2030 Chicony continued to lower down ESG risk. Officially approved by SBTi in September 2022 2024 Sustainalytics ESG Risk Rating improved to 13.1 from
Slide 16: Work Towards a Sustainable Future
Work Towards a Sustainable Future Greenhouse Gas Emission – Scope 1+2 (ton CO2e) Total Water Withdrawal (1,000 Tons) Intensity (ton CO2e/NT$ million) Intensity (Mega Liter/NT$ million) 120,000 1.53 1.8 4,000 0.0257 100,000 1.6 3,500 0.0231 0.0218 0.0216 1.09 1.4 3,000 80,000 1.00 1.2 2,500 60,000 0.
Slide 17: Thank You!
Thank You! Provide Customer Satisfaction | Ensure Welfare of Employees Create Company Development | Shape Good Human Relations 17