Bizlink Holding Inc. · TWSE:3665
Bizlink — Q4 2025 Earnings Presentation
12 slides from Bizlink's earnings presentation, March 2026
Slide 1: BizLink Holding Inc Investor Presentation 4Q 2025
BizLink Holding Inc 3665.TT Investor Presentation 4Q 2025 Version March 2026 © 2026 BizLink Group Confidential & Privileged 1
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements based on currently available information and the Company’s current expectations and assumptions. These statements may include, but are not limited to, projections regarding future business performance, market opportunities,
Slide 3: Financial Highlights: Fourth Quarter 2025
I. Financial Highlights: Fourth Quarter 2025 TOTAL SALES GPM OPM NET PROFIT EPS 4Q25 4Q25 4Q25 4Q25 4Q25 NT$ 19.78B 31.93% 18.37% NT$ 2.74B NT$ 14.05 30 40% 33.25% 31.93% 29.33% 28.78% 30.38% 31.12% 25 28.11% 30% 26.20% 25.80% 26.30% 25.50% 26.70% 26.34% 24.20% 24.52% 21.90% 19.54% 18.37% 20 16.93%
Slide 4: Financial Highlights: Sales by Application QoQ YoY
I. Financial Highlights: Fourth Quarter 2025 Industrial Elect. App. Automotive IT DataComm 2025 4Q 32% 9% 10% 49% QoQ YoY © 2026 BizLink Group Confidential & Privileged 4
Slide 5: Financial Performance Reflects Structural Platform Scaling
I. Financial Highlights: Fourth Quarter 2025 Financial Performance Reflects Structural Platform Scaling ◼ Growth increasingly driven by higher system content and earlier engineering engagement, as customer programs follow platform- based deployment cycles rather than incremental ordering patterns. ◼
Slide 6: Platform Architecture Shifts Driving Earlier System-Level Engagement
II. Operational Highlights: Fourth Quarter 2025 Platform Architecture Shifts Driving Earlier System-Level Engagement ◼ Customer engagement shifting toward system-level collaboration across power, data, and mechanical domains. ◼ Rising compute density making rack-level power and integrated subsystems
Slide 7: Value Creation Shifting Toward System-Level Integration
III. Corporate Highlights: Fourth Quarter 2025 Value Creation Shifting Toward System-Level Integration ◼ System scaling is shifting bottlenecks toward power delivery, integration, and manufacturability. ◼ Customers increasingly engage earlier at the platform architecture stage. ◼ Value creation movi
Slide 8: Q&A Thank You
Q&A Thank You © 2026 BizLink Group Confidential & Privileged 8
Slide 9: Condensed Income Statement
APPENDIX: Condensed Income Statement 2020 2021 2022 2023 2024 Sales 22,537,767 28,564,375 53,757,171 51,051,791 54,080,481 GPM 25.34% 23.21% 25.65% 24.65% 28.20% Opex 3,265,296 3,971,071 8,218,883 8,349,633 8,686,524 OPM 10.85% 9.31% 10.36% 8.30% 12.14% Non-OP -189,786 -17,006 -253,812 -794,759 -247
Slide 10: Condensed Balance Sheet
APPENDIX: Condensed Balance Sheet 2020 2021 2022 2023 2024 Cash & Equiv. 5,360,003 23.59% 3,209,592 12.55% 8,497,568 15.90% 10,627,389 19.43% 10,175,676 18.61% Inventory 4,649,474 20.47% 6,378,838 24.94% 12,323,217 23.06% 10,102,719 18.48% 11,231,621 20.54% Net A/R 5,235,100 23.04% 7,005,579 27.39%
Slide 11: Condensed Cash Flow Statement
APPENDIX: Condensed Cash Flow Statement 2020 2021 2022 2023 2024 Starting Cash 9,020,132 5,360,003 3,209,592 8,497,568 10,627,389 Net Cash from Operating 1,871,527 364,965 2,779,419 7,446,277 6,908,915 Cash Flow from Investing PP&E -759,861 -1,244,650 -1,877,242 -2,558,729 -3,110,357 Others -1,276,1
Slide 12: Contact us
Stay Connected Bizlinktech.com in @BizLink Group Contact us Mike Wang Senior Manager, Investor Relations T +886 2 8226 1000 ext. 52663 E mike_wang@bizlinktech.com Jimmy Hsu Deputy Manager, Investor Relations T +886 2 8226 1000 ext. 52794 E jimmy_hsu@bizlinktech.com