Faraday Technology Corp. · TWSE:3035
Faraday Technology — Q2 2025 Earnings Presentation
11 slides from Faraday Technology's earnings presentation, Jul 29, 2025
Slide 1: 2025 2Q Investor Conference
2025 2Q Investor Conference July 29, 2025 Confidential
Slide 2: Agenda
Agenda • 2Q25 Financial Results • Business Update Confidential 2
Slide 3: 2Q25 Financial Results
2Q25 Financial Results 3
Slide 4: Statements of Comprehensive Income
Statements of Comprehensive Income Unit: NT$ Million 2Q25 1Q25 2Q24 QoQ % YoY % Revenues 4,512 7,438 2,649 -39.3% 70.3% IP 289 403 345 -28.3% -16.2% NRE 412 454 645 -9.2% -36.2% MP 3,811 6,581 1,659 -42.1% 129.7% Gross Profit 1,091 1,508 1,249 -27.6% -12.6% Operating Expenses (1,027) (1,139) (992) -
Slide 5: Condensed Balance Sheet
Condensed Balance Sheet Unit: NT$ Million 2025/6/30 2025/3/31 Cash and Cash Equivalents 8,372 6,794 Notes and Accounts Receivable 944 2,155 Inventories 1,947 2,526 Total Assets 18,978 19,464 Notes and Accounts Payable 1,439 2,245 Current Liabilities 5,625 4,963 Total Liabilities 6,306 5,780 Stockhol
Slide 6: Business Update
Business Update 6
Slide 7: Sales Breakdown by Billing Method
Sales Breakdown by Billing Method 100% NT$ M 5% 6% 8,000 13% 15% 15% 6% 90% 9% 7,000 80% 11% 6,000 24% 23% 70% 5,000 60% 4,000 3,000 50% 89% 2,000 85% 40% 74% 1,000 63% 30% 62% 0 20% 2Q24 2Q24 3Q24 3Q24 4Q24 4Q24 1Q25 1Q25 2Q25 2Q25 IP 345 446 440 403 289 10% NRE 645 649 329 454 412 0% MP 1,659 1,78
Slide 8: NRE/MP Breakdown by Application
NRE/MP Breakdown by Application NRE MP 100% 2% 1% 2% 100% 3% 4% 7% 7% 4% 12% 9% 11% 90% 8% 90% 11% 3% 24% 27% 22% 80% 80% 23% 36% 32% 70% 4% 13% 70% 53% 52% 60% 60% 63% 24% 50% 50% 78% 60% 40% 40% 2% 36% 58% 2% 55% 49% 30% 30% 31% 28% 20% 20% 26% 10% 22% 10% 19% 10% 9% 7% 10% 8% 9% 10% 6% 0% 0% 2% 2
Slide 9: NRE/MP Breakdown by Technology
NRE/MP Breakdown by Technology NRE MP 100% 2% 2% 1% 100% 1% 1% 3% 4% 4% 4% 4% 8% 3% 11% 8% 90% 16% 12% 4% 90% 11% 11% 11% 12% 20% 5% 7% 80% 9% 80% 1% 36% 70% 11% 22% 70% 13% 26% 28% 60% 60% 58% 3% 42% 58% 15% 50% 50% 20% 31% 40% 28% 40% 78% 4% 30% 30% 60% 49% 52% 17% 21% 20% 20% 36% 36% 27% 29% 10%
Slide 10: Confidential information and Legal notice
• Confidential information The material is being disclosed to you pursuant to a non-disclosure agreement between you or your employer and Faraday. Information disclosed in this presentation may be used only as permitted under such an agreement. • Legal notice The information contained in this presen
Slide 11: www.faraday-tech.com ir@faraday-tech.com
www.faraday-tech.com ir@faraday-tech.com 11