Intchains Group Ltd. · NASDAQ:ICG
Intchains — Investor Presentation (October 2026)
23 slides from Intchains's investor presentation, October 2026
Slide 1: Intchains Group Ltd. Investor Presentation October 2026
Intchains Group Ltd. Nasdaq: ICG Integrated Infrastructure Provider for Efficient Altcoin Mining & Staking Investor Presentation October 2026 1
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding Intchains Group Limited’s (“Intchains” or the “Company”) future results of operations and financial position, fina
Slide 3: About Intchains
About Intchains Ticker Nasdaq: ICG ADSs Outstanding 61.2M As of 6/30/2026 Market Cap $61.2M As of September 23, 2026 Mainland China (R&D) Presence Singapore (Sales and Operation) Number of Employees 78 As of June 30, 2026
Slide 4: What We Do – Business Overview
What We Do – Business Overview 1 Altcoin Mining ASICs 2 ETH Treasury Strategy 3 Goldshell Stake Platform EST ABLI SHED CASH ENG I NE YI ELD & O PT I O NALI T Y WEB3 INFRASTRUCTURE Application-specific integrated circuits for Proprietary staking service for Maintain existing treasury holdings, non-Bi
Slide 5: Investment Considerations
Investment Considerations (1) A next-generation ASIC platform, a leaner cost base, and a funded path to explore diversification opportunities. Participates in a large and growing digital asset market: Led by highly experienced management • ~$2-3T crypto market cap driving demand for mining & infrast
Slide 6: Altcoin Mining Products
1 Altcoin Mining Products Product Design Continues to introduce new products supporting a wide range of Altcoins Design ASIC chips and altcoin mining machines for blockchain applications covering a number of popular non-Bitcoin alternative cryptocurrencies. 16 11 New Chip Models Supported Altcoins F
Slide 7: New ASIC – Tape-out Completed, Q4'26 Launch Target
1 New ASIC – Tape-out Completed, Q4’26 Launch Target* From design completion to commercialization – advancing on schedule toward a Q4 2026 product launch ASIC COMMERCIALIZATION ROADMAP 01 02 03 04 DESIGN PROTOTYPE RAMP LAUNCH PERFORMANCE Performance-per-watt focused, designed to Tape-out Completed E
Slide 8: Goldshell Miner Series: Proven Track Record
1 Goldshell Miner Series: Proven Track Record Recent Major Altcoin Product Launches (plus the continuous updates of existing products) Time-to-Market Advantage ALEO DOGECOIN XTM February 2025 Throughout 2025 September 2025 Product Leadership • Aleo-specific mining rigs • Continuous Upgrades of • XTM
Slide 9: Maintain a Prudent ETH Treasury and Staking Position
\ 2 Maintain a Prudent ETH Treasury and Staking Position Treasury maintained, yield generated, capital prioritized toward ASIC commercialization and AI initiatives. TREASURY HOLDINGS CURRENT ETH STAKING POSITION CAPITAL ALLOCATION STRATEGY ~9,176 4,556 ETH STAKED • Maintain existing treasury holding
Slide 10: Goldshell Stake Platform
3 Goldshell Stake Platform Offers ETH diversification and maximization of staking returns Platform Highlights Multi-Chain Support Stake across Ethereum, Avalache, Solana and Conflux For individuals and Institutions A secure and user-friendly platform designed to serve a broad range of investors Stra
Slide 11: Led by Highly Experienced Management Team
Led by Highly Experienced Management Team Qiang Ding Chaohua Sheng Yue Zhuo Founder, Chairman, CEO CTO CFO • 16+ years of experience in IC • 16+ years of experience in IC • 13+ years of experience in design industry design industry finance and accounting • Oversees overall strategic • Oversees R&D m
Slide 12: Growth Strategy
Growth Strategy Building business resilience through innovation and execution
Slide 13: Evaluating AI-adjacent growth and M&A Opportunities
Evaluating AI-adjacent growth and M&A Opportunities Exploring AI-enabled computing opportunities as a mid- to long-term path to growth and diversification. OUR FOCUS 01 02 03 AI-Adjacent Infrastructure Strategic M&A Diversification Leverage Intchains’ existing Selective investment in Evaluate acquis
Slide 14: Business Growth Strategy
Business Growth Strategy Core Business Focus: Commercialization of the new ASIC, Continued cost optimization, and Exploration of new initiatives COMMERCIALIZE THE NEW EVALUATE AI-ADJACENT EXTEND COST OPTIMIZATION MINING ASIC GROWTH AND M&A • Tape-out completed July 2026; • Estimated RMB23.1 million
Slide 15: Extend Cost Optimization
Extend Cost Optimization Reinforcing efficiency and agility to support sustainable growth and long-term value creation. FOCUS AREAS PROGRESS & IMPACT (AS OF JUNE 30, 2026) Chip & Product R&D Current headcount optimization represents an estimated RMB23.1 Drive efficiency in R&D processes and million
Slide 16: Continue to Invest in R&D
Continue to Invest in R&D R&D Focus: Development of altcoin mining product hardware and software 01 02 03 Track Record of Long-term 2025 Achievements Continuing into 2026 R&D Investments and beyond… $3.3M (1) in H1 2026, Next-Generation ASIC $11.1M in FY 2025 Commercialization ($15.0 million in FY 2
Slide 17: Investment Thesis Recap
Investment Thesis Recap 01 Large and Growing 02 Diversified Revenue & Digital Asset Market Yield Opportunities Exposure to the expanding crypto Revenue potential across ASIC economy across mining and staking of hardware, staking services and digital- digital assets. asset yield. 03 Growth Initiative
Slide 18: Appendix
Appendix
Slide 19: H1 2026 Key Financial Metrics
H1 2026 Key Financial Metrics • Results for the period reflected continued cyclical softness in altcoin demand, compounded by the PRC’s mining-machine sales restrictions announced in February 2026. • Revenue was RMB11.1 million and total operating expenses were RMB42.0 million, with basic and dilute
Slide 20: FY2025 Key Metrics & Historical Financial Performance
FY2025 Key Metrics & Historical Financial Performance FY25 Revenue RMB220.9M/$31.6M R&D investments in 2025 RMB77.3M/$11.1M Revenue Net Income/(Loss) 281.8 51.5 In RMB millions 220.9 In RMB millions FY23 FY24 FY25 82.2 -26.8 FY23 FY24 FY25 -47.5 FY2025 performance driven by cyclical softness in altc
Slide 21: Consolidated Statements of Comprehensive Income (Unaudited)
Consolidated Statements of Comprehensive Income (Unaudited) For the Six Months ended June 30, 2025 2026 RMB RMB US$ Products revenue – third parties 175,588 279 41 Products revenue – related party - 10,852 1,599 Total revenue 175,588 11,131 1,640 Cost of revenue (89,952) (22,067) (3,252) Gross profi
Slide 22: Condensed Consolidated Balance Sheets (Unaudited)
Condensed Consolidated Balance Sheets (Unaudited) As of December 31, As of June 30 2025 2026 RMB RMB US$ ASSETS Current Assets: Cash and cash equivalents 221,661 306,709 45,203 USDC 665 89 13 Cryptocurrency, current 6,035 2,357 348 Inventories, net 52,151 33,823 4,985 Prepayments and other current a
Slide 23: Contact Us
Contact Us Intchains CFO Joey Zhuo: yue.zhuo@intchains.com IRD Jimmy Zhang: jimmy.zhang@intchains.com Investor Relations Counsel Website: https://ir.intchains.com Lena Cati: (212) 836-9611 Social Media Channels lena.cati@theequitygroup.com LinkedIn A ETF -G 富oogle 港 股 实 上 途应 股 通 时 的 牛用 美 期 报 牛 股 权 价
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