Bafang Yunji International Co., Ltd. · TWSE:2753

Bafang Yunji International — 2Q 2026 Earnings Presentation

22 slides from Bafang Yunji International's earnings presentation, September 2026

  1. Slide 1: With Hard Work & Grit, We Can Turn Dumplings into Gold!

    With Hard Work & Grit, We Can Turn Dumplings into Gold! Ticker：2753

  2. Slide 2: Disclaimer

    Disclaimer This document and relevant information may contain certain forward-looking statements. Such forward-looking statement is not actual results but only reflects the Company’s estimates and expectations and is subject to inherent risks and uncertainties that could cause actual results to diff

  3. Slide 3: Brand Situation

    八方雲集國際股份有限公司 BAFANG YUNJI INTERNATIONAL CO.,LTD Brand Situation

  4. Slide 4: Our Brands

    Our Brands BAFANG DUMPLIING §

  5. Slide 5: 2026/8 Franchises Updates

    2026/8 Franchises Updates Region Taiwan Region Hong Kong Region U.S. Number 1,058 260 1 6 Number 54 12 4 1 Number 16 1% 100% 16% 17% 80% 60% 40% 70% 20% 99% 84% 100% 83% 30% 100% 100% 100% 100% 0% Franchises Direct Store

  6. Slide 6: 2Q 2026 Financial Results

    八方雲集國際股份有限公司 BAFANG YUNJI INTERNATIONAL CO.,LTD 2Q 2026 Financial Results

  7. Slide 7: Sales Revenues & Gross Profits

    Sales Revenues & Gross Profits Unit : NT$ million 40% 2,400 2,304 2,263 2,333 2,000 2,177 2,202 38% 2,108 1,600 36% 36.4% 36.5% 36.0% 36.1% 1,200 35.6% 35.2% 34% 800 767 759 796 839 825 831 32% 400 0 30% 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 Sales GP GPM 2Q26 YoY QoQ Sales 10.7% 3.1% GP 9.5% 0.7%

  8. Slide 8: Sales Breakdown

    Sales Breakdown by Regions _2Q26 by Brands_2Q26 0.1% 0.3% 9.6% 25.0% 12.7% 77.7% 74.6% Bafang Liang She-Han Taiwan HK U.S. FJ Veggie Dante All three brands in HK are under Bafang

  9. Slide 9: Operating Expenses

    Operating Expenses Unit : NT$ million 2Q26 1Q26 2Q25 Items QoQ YoY Amount % Amount % Amount % Selling 418 17.9% 406 18.0% 2.9% 395 18.8% 5.7% expenses Administrative 137 5.9% 130 5.7% 5.3% 117 5.6% 16.5% expenses R&D 4 0.2% 5 0.2% (11.8%) 5 0.3% (26.7%) expenses

  10. Slide 10: Net Profits after Tax & EPS

    Net Profits after Tax & EPS Unit : NT$ million 250 10.4% 9.7% 9.9% 10% 200 9.1% 8.7% 8.7% 150 8% 100 6% 50 189 184 230 224 223 213 0 4% 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 EPS 2.93 2.89 3.53 3.50 3.56 3.45 Profits after tax Profit margin

  11. Slide 11: 2Q26 Takeaway/delivery ratio

    2Q26 Takeaway/delivery ratio Region Taiwan Hong Kong U.S. Brand Takeaway 69.1% 86.8% 61.5% 55.8% 39.4% 47.3% 63.5% /delivery In-store 30.9% 13.2% 38.5% 44.2% 60.6% 52.7% 36.5% dining

  12. Slide 12: 1-2Q 2026 Financial Results

    八方雲集國際股份有限公司 BAFANG YUNJI INTERNATIONAL CO.,LTD 1-2Q 2026 Financial Results

  13. Slide 13: Sales Revenues & Gross Profits

    Sales Revenues & Gross Profits Unit : NT$ million 40% 6,000 38% 4,000 4,596 36.0% 36% 4,285 35.6% 34% 2,000 1,656 32% 1,527 0 30% 1-2Q25 1-2Q26 Sales GP GPM 1-2Q26 YoY Sales 7.3% GP 8.5%

  14. Slide 14: Sales Breakdown

    Sales Breakdown by Regions_1-2Q26 by Brands _1-2Q26 0.1% 0.4% 9.5% 24.8% 13.0% 77.5% 74.7% Bafang Liang She-Han Taiwan HK U.S. FJ Veggie Dante All three brands in HK are under Bafang

  15. Slide 15: Operating Expenses

    Operating Expenses Unit : NT$ million 1-2Q26 1-2Q25 Items YoY Amount % Amount % Selling 824 17.9% 802 18.7% 2.8% expenses Administrative 267 5.8% 233 5.4% 14.6% expenses R&D 9 0.2% 10 0.2% (14.1%) expenses

  16. Slide 16: Net Profits after Tax & EPS

    Net Profits after Tax & EPS Unit : NT$ million 9.5% 10% 500 8.7% 400 8% 300 200 6% 100 373 436 0 4% 1-2Q25 1-2Q26 EPS 5.81 7.01 Profits after tax Profit margin * Cash capital increase of 60 million in September 2021

  17. Slide 17: Balance Sheets & Key Indices

    Balance Sheets & Key Indices Unit : NT$ million Items 6/30/2026 12/31/2025 6/30/2025 Amount % Amount % Amount % Cash & Marketable Securities 2,366 28.0% 2,148 26.1% 1,707 23.9% Inventories 486 5.8% 446 5.4% 404 5.7% Net PP&E 3,331 39.4% 3,292 40.0% 3,007 42.0% Total Assets 8,445 100.0% 8,226 100.0%

  18. Slide 18: Cash Flows

    Cash Flows Unit : NT$ million Items 1-2Q26 1-2Q25 Beginning Balance 1,518 962 Cash flows from operating 819 673 activities Cash flows used in investing (320) (321) activities Cash flows generated (used in) (416) 194 generated from financing activities Ending Balance 1,608 1,433

  19. Slide 19: Dividend Policy

    Dividend Policy 8/12/2026 Board of Directors Approved NT$5.2 Cash Dividend for the First Half of 2026 14 93.5% 100% 12 83.8% 88.4% 12.84 90% 0.50 10 75.0% 74.2% 80% 10.00 11.50 8 9.05 70% 8.35 8.00 7.50 6 7.00 7.01 60% 4 5.20 50% 2 40% - 30% 2022 2023 2024 2025 2026H1 EPS(NT$) dividend(NT$)

  20. Slide 20: Business Performance and Outlook

    八方雲集國際股份有限公司 BAFANG YUNJI INTERNATIONAL CO.,LTD Business Performance and Outlook

  21. Slide 21: Q&A

    八方雲集國際股份有限公司 BAFANG YUNJI INTERNATIONAL CO.,LTD Q&A

  22. Slide 22: Investor Relations

    八方雲集國際股份有限公司 BAFANG YUNJI INTERNATIONAL CO.,LTD Investor Relations ◆ Email: IR@8way.com.tw ◆ Website: www.8way.com.tw

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