E Ink Holdings Inc · TPEX:8069
E Ink — Q2 2022 Earnings Presentation
14 slides from E Ink's earnings presentation, Dec 27, 2022
Slide 1: 2022 Q2 Investor Conference
t i a l en o nfid 2022 Q2 k C I n E Investor Conference l n t i a fid e 1 n
Slide 2: Safe Harbor Statement
t i a l Safe Harbor en Statement o nfid k C I n E l n t i a fid e 2 n
Slide 3: Q2 Results
Q2 Results t i a l NTD, Million 22.H1 e YoY 22.Q2 n YoY 2021 Revenue o n 13,413 USD 469M fid +58% +56% 7,452 USD 255M +84% +76% 19,651 USD 703M k C Operating Profit 3,396 25% +164% 1,971 26% +520% 3,023 15% I n Non-Op E • H1 Revenue nearly the Record High 1,505 1,131 3,526 -19% -23% Income • H1 Oper
Slide 4: H1 Operating Profit and OP% All the Record High
H1 Operating Profit and OP% All the Record High and Signage t i l • Continuing revenue growth from Retail, eNote, eReader, also Logistics a Operating • Operating Profit 22.H1>2021 e n Profit o n fid 25.3% k C 15.2% n 3,396 NTD, Million E I 0.1% 6.4% l Operating Profit% -4.9% a 1,286 423 n t i e -317
Slide 5: Growing ROE and ROA
Growing ROE and ROA • ROE and ROA with continuing positive growth • ROE and ROA H1 approaches 21 Whole Year’s t i a l Profitability e n o n fid 15.7% k C 10.8% ROE, Return n 10.2% on Equity I 9.5% Whole EYear 7.2% 8.2% 6.6% l ROA, Return on Assets H1 5.4% n t i a 18 19 20 fid e 21 22 5 n
Slide 6: Increasing Assets and Net Asset Value per Share
Increasing Assets and Net Asset Value per Share • Growing Net Asset Value per Share t i l • Total assets increased from operating growth and financial investments a Assets e n fid 31.4 NTD o n 27.8 Net Asset Value k per Share 23.6 C 24.8 23.8 +9B 59.8 NTD Billion I n 41.3 43.1 50.8 E Total Assets 37
Slide 7: Robust Cash Flow Position
Robust Cash Flow Position investments t i l • Converted cash from operations to production expansion and financial a Cash Flow e n • Expect more ePaper production Capex from 2H onwards for company growth Total 33.7 o n fid 34.6 NTD Billion k C I n Financial Assets Time Deposit & E Financial Operatio
Slide 8: 2022 Q2 Accomplishments
2022 2022 t i a l Blue Book for n ePaper Industry Q2 Accomplish- fid e ments o n k C E Ink Driver IC with I n SDAA 2022 Smart Display Application Awards 智慧顯示應用大賞 Dynamic and Interlaced Scan by AI Computing 427th Top 1000 Market Cap. TWN, CHN, HK E 2022 E Ink Spectra 3100 Four-Color l ePaper, Smart R
Slide 9: Corporate Sustainability Recognition and Support
l CORPORATE TALENT, IN TAIWAN 2022 SUSTAINABILITY a 台灣人才永續行動聯盟 i REPORT 2021 Ukraine Support Corporate 企業永續報告書 War in Ukraine: e n t fid Support for children Sustainability and o n families k Supported by C I n CLIMATE LEADERS 氣候領袖 FINANCE TIMES, NIKKEI Asia 金融時報, 日經亞洲 TWSE Taiwan Corporate Governan
Slide 10: Enabling Net Zero Smart City
Reading experience & Writing capability Enabling Net Zero Smart City go Color, go Fast, go Large less Energy Use, i l less Carbon Emissions, a less Light Pollution t Products with eReader eNote e n Low Carbon Emissions o n fid IoT k C Low Carbon Embedded I n Retail E Paper vs. Tag CO2 l 60,000 Times
Slide 11: ePaper Ecosystem and Growth Products
E Ink Gallery 3TM End Software Hardware Customer Brand System Integrator Critical IC TFT t i a l Built for Customer Content Provider ePaper Module e n Backplane fid E Ink Kaleido 3TM with Growth PI PS FPL OCA E Ink ComfortGazeTM o n Material & Functional Film k ecosystem C Guanyin I n Material, Func
Slide 12: Sustainability Activities
Diversified Renewable Energy Leads eRead for The Future to Net Zero 多元綠電邁向淨零之路 e啟讀出未來 電子書閱讀器行動圖書館 t i a l Sustainability e n Activities o n fid k C Sustainable ePaper Enables Smart & The Corporate Sustainability Report n Green Retail 電子紙致能永續零售 I 企業永續報告書 E l n t i a fid e 12 n
Slide 13: Moving Toward Green Leadership and Net Zero
EM IT Process Reduced Sustainable CFP Materials Supporter 99.93% l Less Energy Technology Green Revenue a Use Innovation Moving CO2 n t iRE100 2030 e Net Zero 2040 60,000 vs. Paper Times fid Tag Toward on Asia Responsible Enterprise Awards 2022 Green Leadership, GHG Intensity Water Intensity Sustain
Slide 14: Thank You
t i a l en o n fid k C www.eink.com I n E Thank You l n t i a fid e n