Inventec Besta Co., Ltd. · TWSE:8201
Inventec Besta — Inventec Besta Investor Conference 2019
17 slides from Inventec Besta's conference presentation, Sep 17, 2019
Slide 1: Inventec Besta Co., Ltd. Investor Conference
INVENTEC BESTA CO., LTD. Investor Conference INVENTEC BESTA CO., LTD. Stock code 8201 Sep. 17th, 2019 Inventec Besta Confidential 1
Slide 2: Disclaimer
Disclaimer The above statements that pertain to future projections constitute the expectations, opinions, outlooks, or predictions of our company and its affiliates based on information available at the time the statements were made. Such statements may be affected by known and unknown risks and inh
Slide 3: 2019 H1 Financial Results
2019 /H1 FINANCIAL RESULTS Inventec Besta Confidential 3
Slide 4: Consolidated Statements of Comprehensive Income
Consolidated Statements of Comprehensive Income 2017~2019 2019H1 2018 2017 NT$ Million Amount % Amount % Amount % Sales Revenue 659 100% 1,512 100% 1,190 100% Gross Profit 102 15.5% 198 13.1% 187 15.7% Operating Expense 135 20.5% 280 18.5% 280 23.5% Operating Profit (33) -5.0% (82) -5.4% (94) -7.9%
Slide 5: 2019 H1 Consolidated I/S
2019 H1 Consolidated I/S 2019 H1 2018 H1 Growth NT$ Million Amount % Amount % % Sales Revenue 659 100% 695 100% -5% Gross Profit 102 15.5% 91 13.1% 12% Operating Expense 135 20.5% 139 20.0% -3% Operating Profit (33) -5.0% (48) -6.9% 31% Profit Before Income Tax (14) -2.1% (36) -5.2% 61% Profit for t
Slide 6: 2019 Q2 Consolidated I/S
2019 Q2 Consolidated I/S 2019 Q2 2019 Q1 2018 Q2 NT$ Million Amount % Amount % Amount % Sales Revenue 310 100% 349 100% 237 100% Gross Profit 48 15.5% 54 15.5% 36 15.2% Operating Expense 67 21.6% 68 19.5% 66 27.8% Operating Profit (19) -6.1% (14) -4.0% (30) -12.7% Profit Before Income (11) -3.5% (3)
Slide 7: 2019 Q2/H1 Non-Operating Income and Expense
2019 Q2/H1 Non-Operating Income and Expense 2019 2018 2019 2018 NT$ Million Q2 Q2 H1 H1 Amount Amount Amount Amount Other Income 4 5 7 8 Other Gain（Loss） 4 6 12 6 Foreign Exchange Gain（Loss） 1 9 2 0 Finance Cost 0 0 -1 0 Share of the Profit or Loss of Associates and JV Accounted -1 -2 -1 -2 for Usin
Slide 8: 2019 H1 Consolidated B/S
2019 H1 Consolidated B/S 2019/6/30 2018/12/31 2018/6/30 NT$ Million Amount Amount Amount Cash 265 330 326 Accounts Receivable 384 333 213 Inventories 49 58 50 Other Current Assets 179 136 145 Non-Current Assets 362 357 417 Total Assets 1,239 1,214 1,151 Current Liabilities 427 415 300 Non-Current Li
Slide 9: Product Mix
Product Mix NT $M 2018/H1 2018/H2 2019/H1 Smart Devices 494 463 359 Automobile Devices 24 42 23 ICT Solutions 95 208 149 AI Solutions 82 104 128 TOTAL 695 817 659 100% 25% 38.2% 42.0% 80% ICT & AI solutions 60% 75% 61.8% 58.0% Smart Device & 40% Automobile devices 20% 0% 2018/H1 2018/H2 2019/H1 Inve
Slide 10: Smart Devices Roadmap
Smart Devices Roadmap APP AIoT/ APP AI /Voice APP Child/Elder Care 2’nd Elder care robot AI Device Kid Companion robot Device Voice Product Bath Toilet Voice Sauna Mirror Bowl recorder Bath Wireless Camera 4T/1R Auto Parking Sensor CAPA Parts RFID Handle Truck Smart Wired Camera CAPA Rearview Street
Slide 11: Automotive Devices Update
Automotive Devices Update • Besta’s automotive electronics parts focus on the North American market and has now completed approximately 400 rearview camera, and RFID handle 40. • Sideview camera and parking sensor’s certification have been successfully completed for USA market. Also recently complet
Slide 12: Enterprise Services Product Roadmap
Enterprise Services Product Roadmap Inventec Besta Confidential 12
Slide 13: Chang Gung University - AI Center
Chang Gung University- AI Center • Assisted Formosa Plastics Group、Chang Gung Medical Foundation and Chang Gung University research center in planning and building Artificial intelligence technology innovation. Including： AI Date Center：with special environmental control、smart glass、and automatic
Slide 14: Directorate General of Highways, MOTC - Optical Fiber Transmission System
Directorate General of Highways , MOTC – Tai No.61 Optical Fiber Communication Transmission System • Core/ Region Data Center Project： The design considerations include high-complexity lines and system integration such as “Power line”, “Fiber backbone”, “GSN/VPN” and “Ground System”. • Transmissio
Slide 15: Bestamina - A Health Promotion Platform
Bestamina – A Health Promotion Platform • An APP program to promote heath watch activity through data collection from medical measurement and reward system for community members or insurance buyers. • Platform is used at Fit For Age APP for New Taipei City and Cathay Life insurance Company. • Fit Fo
Slide 16: EON Reality AVR Interactive Data Display Center
EON Reality AVR Interactive Data Display Center • Built an AVR cloud platform Interactive Data Display Center for EON Reality. Mayor Ke of Taipei City cut the grand opening ribbon 。 • From the cell phone、pad、 headwearing devices to different sizes of display screens in this most important AVR Intera
Slide 17: Thank you!
Thank you! Questions and Answers http://www.besta.com.tw investors@besta.com.tw Inventec Besta Confidential 17
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