Intchains Group Ltd. · NASDAQ:ICG
Intchains — Investor Presentation (June 2026)
24 slides from Intchains's investor presentation, June 2026
Slide 1: Intchains Group Ltd. Investor Presentation
Intchains Group Ltd. Nasdaq: ICG Integrated Infrastructure Provider for Efficient Altcoin Mining & Staking Investor Presentation June 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 60.7M As of 12/31/2025 Market Cap $57.1M As of May 22, 2026 Mainland China (R&D) Presence Singapore (Sales and Operation) Number of Employees 87 As of March 31, 2026
Slide 4: What We Do - Three business pillars, one strategic axis
What We Do - Three business pillars, one strategic axis. $31.6M $67.8M $11.1M 9,070 8,040 1,363 Revenue Cash and investments R&D investments ETH-based Own ETH-based Staked on Goldshell for FY 2025 with no debt in 2025 cryptocurrencies in cryptocurrencies staked Stake by third parties holding 7,040 o
Slide 5: Investment Considerations
Investment Considerations Well-positioned to capture long-term value in the digital asset economy Participates in a large and growing digital asset market: Led by highly experienced • ~$2–3T crypto market cap driving demand for mining & infrastructure management team • Direct leverage to Ethereum ec
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 Popular Altcoins Fab
Slide 7: Miner Series: ALEO, DOGE, XTM & BTYE
1 Miner Series: ALEO, DOGE, XTM & BTYE 2025 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 • Launched the market’s leading • Continuous Upgrades of • Launched
Slide 8: Building a Leading ETH Treasury Position Through Staking and Diversification
2 Building a Leading ETH Treasury Position Through Staking and Diversification 1 ETH TREASURY POSITION 2 ETH STAKING ACCELERATION 3 DIVERSIFIED STAKING STRATEGY Own-treasury ETH staked tripled in two months Dual-platform staking strategy maximizes returns and effectively mitigate risk Total ETH Hold
Slide 9: ETH Strategy: Cooperation with FalconX
2 ETH Strategy: Cooperation with FalconX Cooperation with FalconX allows Intchains to.. 1 2 Optimize ETH Enhance ETH Yield acquisition through a combination of lending and derivatives- through customized based strategies derivatives-based trading strategies Leveraging FalconX’s institutional-grade p
Slide 10: Goldshell Stake Platform
3 Goldshell Stake Platform Offers ETH diversification and maximization of staking returns December 2025 Expand Globally To continuously expand into broader international Acquired a Proof-of-Stake (“PoS”) technology platform, and markets officially launched independent PoS platform, Goldshell Stake P
Slide 11: Led by Highly Experienced Management Team
Led by Highly Experienced Management Team Qiang Ding Chaohua Sheng Chaowei (Charles) Yan Founder, Chairman, CEO CTO CFO • 16+ years of experience in IC • 16+ years of experience in IC • 10+ years of experience in design industry design industry accounting and finance. • Oversees overall strategic •
Slide 12: Growth Strategy
Growth Strategy Building business resilience through innovation and execution
Slide 13: 2026 Business Growth Strategy
2026 Business Growth Strategy Core Business Focus: Sale of Altcoin Mining Machines, Cost Optimization and Investment in New Products FOCUS ON PLANNING YEAR OF CORE SEGMENTS NEW PRODUCT LAUNCHES COST OPTIMIZATION Continue generating revenues New altcoin mining products AI-driven Cost-management from
Slide 14: AI Strategy - Adapt, Execute, & Innovate
AI Strategy - Adapt, Execute, & Innovate Adopting an AI-enabled operating model, designed for next phase of development through a fundamental redesign of workflows, operating processes, and organizational structure AI-enabled tools and automations to be applied in: 20% headcount down completed, targ
Slide 15: Expand ETH Treasury + Staking
Expand ETH Treasury + Staking Strategic accumulation + Dual-platform staking = Long-term value creation ETH Accumulation Strategy ETH Accumulation Metrics As of Apr 13, 2026 As of Dec 31, 2025 A value-driven accumulation approach RMB187.6M 8,826 ~9,070 Capital deployed progressively when market cond
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… $11.1M(1) in FY 2025 ($15.0 million in FY 2024; Three Altcoin Product Launches $6.0 million in FY 202
Slide 17: Macro Catalysts in 2026
Macro Catalysts in 2026 (1) Global Liquidity Institutional Flows Stablecoin Regulatory Clarity Cycle (ETF-Driven Market) Expansion • Interest rate cuts and expanding • Spot BTC ETF inflows as primary • US market structure + stablecoin • Spot BTC ETF inflows as liquidity price driver legislation as k
Slide 18: Financial Highlights
Financial Highlights
Slide 19: FY2025 Key Metrics & Historical Financial Performance
FY2025 Key Metrics & Historical Financial Performance Revenue FY25 Revenue RMB220.9M/$31.6M 281.8 In RMB millions 220.9 R&D investments in 2025 RMB77.3M/$11.1M 82.2 Strong Balance Sheet as of 12/31/25 FY23 FY24 FY25 Crypto assets (~8,826 ETH-based cryptocurrencies) RMB187.6M ($26.8M) Net Income/(Los
Slide 20: Investment Considerations Recap
Investment Considerations Recap Well-positioned to capture long-term value in the digital asset economy Participates in a large and growing digital asset market: Led by highly experienced • ~$2–3T crypto market cap driving demand for mining & infrastructure management team • Direct leverage to Ether
Slide 21: Appendix
Appendix
Slide 22: Consolidated Statements of Comprehensive Income
Consolidated Statements of Comprehensive Income For the year ended December 31, 2024 2025 RMB RMB US$ (in thousands, except share and per share data) Products revenue 281,767 220,864 31,583 Cost of revenue (130,452) (204,902) (29,301) Gross profit 151,315 15,962 2,282 Operating expenses: Research an
Slide 23: Condensed Consolidated Balance Sheets
Condensed Consolidated Balance Sheets As of December 31, 2024 2025 RMB RMB US$ (in thousands, except share and per share data) ASSETS Current assets: Cash and cash equivalents 322,252 221,661 31,697 USDC 1,690 665 95 Cryptocurrency, current 30,079 6,035 863 Inventories, net 98,614 52,151 7,458 Prepa
Slide 24: Contact Us
Contact Us Intchains CFO Chaowei Yan: charles.yan@intchains.com Website: https://ir.intchains.com Investor Relations Counsel 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Play 交易 Webull Review - Commission Fre