E Ink Holdings Inc · TPEX:8069
E Ink — Q4 2020 Earnings Presentation
14 slides from E Ink's earnings presentation, 2021
Slide 1: 2020 Q4 Investor Conference
2020 Q4 Investor Conference t i a l en o nfid k C I n E l n t i a fid e n
Slide 2: Safe Harbor Statement
t i a l Safe Harbor en Statement o nfid k C I n E l n t i a fid e 2 n
Slide 3: Q4 and 2020 Results
Q4 and 2020 Results NTD, Million 2020.Q4 YoY t i a QoQl 2020 YoY e n fid Revenue 4,258 +24% -4% 15,363 +13% +32% -2% +18% n USD 148M USD 521M C o Operating Profit 603 +122% -27% 1,847 +230% k 14% 12% 2020 Results I n Non-Op Income 664 +69% +336% 2,393 -24% • Tripled Operating Profit YoY E • Revenue,
Slide 4: Operation Profit improvement of 230% YoY
Operation Profit improvement of 230% YoY i a l • Strong demand from market across all categories: eReader, eNote, Signage and ESLs. t Operating • Well managed costs and expenses e n Profit on fid 1,847 k C +230% YoY I n NTD, Million E l 457 560 n t i a 2018 fid 2019 e 2020 4 n
Slide 5: Continue to enhance ROE
10.5% t i a l 11.6% Return on 9.2% e n Continue to enhance ROE fid ROE 31.0 Equity n 29.5 28.3 NTD, Billion C o I n k Shareholders’ Equity E l Net 2.6 3.1 n t i a 3.6 Income 2018 fid e2019 2020 5 n
Slide 6: Strong cash flow position
NTD, Million ti a l [CELLREF] Cash +[CELLREF] +[CELLREF] Debts d e n [CELLREF] +[值] i Time Deposit [CELLREF] Flow +[CELLREF] & Other Financial Assets o n f Cash Dividends Capex Others C [CELLREF] I n k Operations E Strong cash flow position l Cash on Hand n t i a Cash on Hand 2019/E fid e 2020/E 6 n
Slide 7: Q4 Accomplishment
t i a l Q4 en Accomplishment o nfid k C I n E l n t i a fid e 7 7 n
Slide 8: E Ink Kaleido Plus with Video Capability
E Ink Kaleido Plus with Video Capability TM t i a l en o nfid k C I n E l n t i a fid e 8 n
Slide 9: Print Color Technology Breakthrough
Print Color Technology Breakthrough • 3 times color saturation creates more saturated images t i a l E Ink • Faster ink enables quicker updates for e n fid animations and video Kaleido Plus TM n • Reduced graininess brings crisper o C text and more detailed color graphics KaleidoTM KaleidoTM Plus I
Slide 10: Continuing Growth & Go Larger
t i a l Continuing Go & Larger e n Growth o n fid E Ink KaleidoTM k C Plus I n 7.8” BOOX Nova3 Color E ESL (Electronic Shelf Labels) and signage Maintaining strong momentum beneath COVID- eReader & eNote l Color, larger sizes and note-taking enabling 19 Pandemic i a drive device replacement and upgr
Slide 11: ePaper Capacity Expansion
t i a l Capacity e n 4 additional ePaper production lines fid ePaper Capacity Expansion • Line H1 & H2 C on Investment approved by E Ink’s BoD in Dec 2020 In k • Line H3 & H4 Additional Investment approved by E Ink’s E BoD in Mar 2021 l 2020 2021 . 2022 & Onwards n t i a * E Ink ePaper capacity fid
Slide 12: Future Prospects
Future Prospects Profitability & i Sustainability t a l • Strengthen E Ink Film business in all categories e n fid • Adhere to ESG principles and implement sustainable • Expand ePaper module partners business philosophy • Create values with partners in smart spaces o n 秉持ESG原則 落實永續企業經營理念 Smart Educa
Slide 13: Thank You
t i a l en o n fid k C www.eink.com I n E Thank You l n t i a fid e n
Slide 14: Q&A Session
Adjust the control panel Please make sure your microphone is unmuted when you are speaking t i a l n (The audio is muted by default) QA e fid Raise your hand to ask a question The MC will call your name when Session o n they are about to unmute C attendee’s microphone I n k Ask a question E l n t i