Smaday Technology Co Ltd · TPEX:7836
Smaday Technology — Investor Conference 2025
46 slides from Smaday Technology's conference presentation, Jul 29, 2025
Slide 1: SmaDay Smart Technology Co., Ltd.
7836 SmaDay Smart Technology Co., Ltd.
Slide 2: Disclaimer
Disclaimer n This presentation is based on the company’s data and the current economic conditions at the time of preparation. It includes summaries and evaluations of past, present, and future operations. Forward-looking statements are subject to risks, uncertainties, and assumptions, including but
Slide 3: Pre-IPO Performance Briefing Agenda
n Company Overview n Business Operations Pre-IPO Performance n Performance Highlights Briefing n Future Development n Cybersecurity n R&D and Patents AGENDA n ESG 3
Slide 4: Basic introduction
KR B35 | SmaDay Zo) RANT A Basic introduction
Slide 5: Company Profile
Company Profile ■ Company name: SmaDay Technology Co., Ltd ■ Brand: SmaDay , DailyPro ■ Paid-in capital (yuan): 467,500,000 ■ Chairman: Zac Lin ■ General Manager: Aaron Hu ■ Stock code: 7836 ■ Number of employees: 430 people 5
Slide 6: The most trusted partner in community living
The most trusted partner in community living, creating a better lifestyle for every resident. We bridge the final mile between community ecosystems and every home. 6
Slide 7: Board of Directors
Board of Directors job title name Main experience (education). Chairman Zac Lin nMS in Tech Management, NTHU; Executive roles at SmartDaily director Cheng-Kuan Li (JAFCO Asia) nMBA & MS in CS, Cornell; Managing Director, JAFCO Asia director Aaron Hu nMBA, NTU; MS in Photonics, NSYSU; VP at HTC direc
Slide 8: Executive Team
Executive Team CSO Engineering Lead Sales Director Joseph Liu Stan Liu Eve Dong NTU EMBA – Former VP, TU EMBA – Director, TPV NCTU, Institute of Electro- Genius Electronic Optical Technology Physics – Director of Healthcare Business, AUO Zac Lin Aaron Hu Founder & Chairman Founder & CEO Sustainabili
Slide 9: Milestones
Milestones 2025 2024 Obtained Smart Building Net profit: NT$98 M Material (YoY +48%) Certification 2023 2.5 Musers 9,200 communities Application for Annual net profit Emerging NT$66M; Established Smart IoT Stock Market 2M users; Systems: 2022 8,000 communities; 1. EV Charging 2020 Monthly net profit
Slide 10: Project Introduction
營運內容介紹 Project Introduction 10
Slide 11: Smart Building and Smart Community Development Architecture
SmaDay-Smart Building and Smart Community Development Architecture Home Living Services & Goods STEP 1 – Community Management System Be a (Solve the most inconvenient and painful needs) community Necessary system Community & Matchmaking Engage the Bringing together people, resources community Attrac
Slide 12: Taiwan's No.1 Smart Community Platform
Taiwan’s No.1 Smart Community Platform n User Base: 2.8M cumulative downloads (iOS + Android) n Adoption: 9,800+ communities onboarded n Usage: 40,000+ daily property staff users on backend platform (Source: Google Play, Dec 31, 2024) Market Share: Over 80% 12
Slide 13: SmaDay - Smart Community Service Platform
SmaDay - Smart Community Service Platform Resident Cloud & Ground Community dual Computer mobile app Dual servers system work cell phone Smart Community Intelligent Internet of Things (AIOT) Systems(2) Home Services(3) Management System(1) Smart community Property Smart buildings artificial energy m
Slide 14: Smart community management system: systematic and cloud-based
1. Smart community management system: systematic and cloud-based Integrated solutions to improve community management efficiency and quality of life Property Manager Resident Module Lifestyle Module Module n Real-time announcement n Visitor registration n Mail & parcel management notifications n Fin
Slide 15: A Fully Integrated Ecosystem With High Entry Barriers
A Fully Integrated Ecosystem With High Entry Barriers A Fully Integrated Ecosystem With High Entry Barriersx Manage Constru ment ction 300 property System integration Committ firm management partners ee within the community Service Property vendors Property companies Smart buildings weak Operating c
Slide 16: Smart AIoT system services: Automation, Security, Energy management
2. Smart AIoT system services: Automation, Security, Energy management Through intelligence, it responds to the future trend of aging, unmanned, and electrification ü Aging population → Demand for automation ü Rising labor costs → Need for unmanned operations ü EV growth + rising electricity prices
Slide 17: Customer Pain Points in Smart Community IoT Deployment
Customer Pain Points in Smart Community IoT Deployment Committees / Residents / Property Managers vendor-1 X vendor-2 X vendor-3 X vendor-4 X vendor-5 X vendor-6 APP-1 X APP-2 X APP-3 X APP-5 X APP-5 X APP-6 Security detection Mechanical and Smart Access EV Charging intercom and protection electrica
Slide 18: Open, Unified Platform Purpose-Built for Communities
Open, Unified Platform Purpose-Built for Communities Smart Life Software System (Differentiated) n Open and integrated architecture n Built for the community n Extremely low cost of education and training n SaaS subscription service model with lifetime service n Create minimal operating costs n Comm
Slide 19: In-Home Services — Trusted, Safe, and Professional
3. In-Home Services — Trusted, Safe, and Professional Air conditioner Delivery Taxi service Laundry Re-location cleaning service Delivery Service House Appliance Room Home Plumbing cleaning repair Disinfection Organization Installation 19
Slide 20: Own Your Data, Own Your Customer — Integrated OMO Platform
Own Your Data, Own Your Customer — Integrated OMO Platform Avoid dependency on 3rd-party platforms or AI ad algorithms→ Achieve maximum reach and lowest customer acquisition cost The only OMO (Online-Merge-Offline) community service platformOthers rely on ads; we own the traffic Maximization Order c
Slide 21: Uber-Style Platform with High Margins, Low Complaints
Uber-Style Platform with High Margins, Low Complaints Service foundation + system construction ability (differentiation) High gross profit + low customer complaints [Customer experience with service] Professional／Safety／Thoughtful Cleaning of more than 100,000 air [Customer Service conditioners/wash
Slide 22: Summary: SmaDay Revenue and Business Model
Summary: SmaDay Revenue and Business Model SmaDay Platform (Community Ecology) 1. Smart community Continuously engage & bind people and resources management system n Online and offline 1. Charging for SmaDay software system integrated marketing n Intensive contact with Community high-trust customers
Slide 23: Business performance
經營績效 business performance 23
Slide 24: Business performance
Business performance Revenue growth: 19.3% Operating income Unit: NT$million ,000 0.16 900 Gross profit margin 790 0.15 800 grew steadily 700 662 0.14 0.13 600 500 0.12 400 0.11 300 0.1 200 100 0.09 - 0.08 2023 2024 2025 24
Slide 25: Business performance
Business performance Net profit after tax: 48% CAGR Net profit margin: 18% increase 16% Unit: NT$million 15% 160 16% 14% 13% 13% 140 15% 120 98 14% 12% 11% 11% 66 10% 100 13% 2023 2024 2025 80 12% 60 11% The return on shareholders' equity has grown rapidly 40 10% 20 9% - 8% 2023 2024 2025 淨利 25
Slide 26: Revenue composition
Revenue composition 7 Unit: NT$million Software System, AIoT+204% (Gross margin 87~100%) 2 114 94 Living Services +21% (Gross margin 31~36%) 669 566 Smart Home +18% (Gross margin 58~62%) 2023 2024 nSmart智慧家庭 Home n Living 生活服務Services n AIoT AIOT 26
Slide 27: Operating performance - income statement
Operating performance - income statement 2023Y 2024Y YOY Net Operating Income 661,963 789,911 19% 【 Operating costs 】 297,684 337,278 13% 《Gross profit of business》 364,279 452,633 24% Gross Operating Margin (%) 55.03% 57.30% 【Operating Expenses】 288,015 353,655 23% 《Operating Profit》 76,264 98,978
Slide 28: Smart community and smart home business performance
Smart community and smart home business performance SmaDay Community Smart home software system smart IoT services services n Number of Imported n Charging piles, smart cabinets n Information butler Communities: 9,800 service n Intelligent community central n Annual Retention control system/power sy
Slide 29: Home life service business performance
Home life service business performance Order Revenue +20% Number of Paid Members YoY +35% service business performance In-Home nOrder Amount n Number of Orders n Number of Members Services n 54,000 paid members n Completed 150,000 orders n The total order amount is $136 million 29
Slide 30: Future development
未來發展 future development 1. Huge market potential 2. New products, new revenue 30
Slide 31: Huge market potential
1. Huge market potential Past financial results come from extremely low market penetration 22 % 10 % 1.2 % Members Service Market penetration consumption ratio penetration n It has been stationed in nearly n Communities with more than five n Take air conditioning and 10,000 communities features have
Slide 32: The market penetration has expanded
22% 1. The "market penetration" has expanded Market share Market share n 45,000 communities with more than 70 households n communities n Market share n It has entered 10,000 communities with a penetration rate of only 22% n There are still 35,000+ potential markets to be developed Market growth stra
Slide 33: The proportion of members spending is expanded
2. The proportion of members spending is expanded 10% Current situation analysis Average number of orders per month n Only 10% of customers use paid consumer services 12 times the order n There is a huge room for customer conversion Strategic layout 5x orders n Online Martech precision marketing n I
Slide 34: Product and service penetration
1.2% 3. Product and service penetration Home appliance cleaning market The proportion of households cleaned in the community ~18% SOM short-term sales potential n The target market is 500 million TAM and 300,000 units Taiwan Community n Penetration Rate 9.1% (SOM/TAM) Residence 3.3 million units/6 b
Slide 35: Home appliance cleaning orders continue to grow
↑ Compound growth rate of about 20% Home appliance cleaning revenue Unit: NT$thousand Home appliance cleaning orders continue to grow Compound growth rate: 19.4% (three years) 2025 (Estimated) 35
Slide 36: New products create new revenue
2. New products create new revenue 1. Smart life - intelligent 2. Playright Home - Expansion of system upgrade home living services n Intelligent IoT and power system n Expansion of Uber-style platform architecture integration services n System advanced services n Continue to expand the introduction
Slide 37: SmaDay - intelligent system upgrade
1. SmaDay - intelligent system upgrade Intelligent system upgrade Compound annual growth rate >93% n Expand the charging items for hardware and subsystems n Smart building score improvement (67 points→ 87 Smart community revenue points) Unit: NT$thousand n Visitor intercom and access control system
Slide 38: SmaDay intelligent system - core competencies
1. SmaDay intelligent system - core competencies The main channel for AIoT vendors to enter the community Open Convergence Platform From competition to partner n Integrate multiple hardware n Chunghwa Telecom, Far EasTone n Multiple operating systems Telecommunications, Sinajie, Yunzhu... n One-stop
Slide 39: DailyPro - Expansion of home living services
2. DailyPro- Expansion of home living services Uber-like platform architecture n Air conditioning maintenance extends to comprehensive air conditioning maintenance n New: Subscription-based home cleaning Continue to add new products and services n Large-scale platform integration and collaboration n
Slide 40: Subscription home cleaning - Uber-style platform architecture
Subscription home cleaning - Uber-style platform architecture 98 % 99 % Home appliance cleaning Subscription cleaning results performance (MVP ) n Satisfaction rate: 98% n Satisfaction rate: 99% (2025.3~6) n Customer complaint rate: <2% (industry n Retention: >88% average 20%) n Gross Profit: 30~40%
Slide 41: R&D & Cybersecurity
研發與資安 (R&D) ＆ Cybersecurity 41
Slide 42: R&D capabilities
R&D capabilities n Number of R&D team: n Patents: 33 have been granted/12 are pending l 73/435 people, 17% n R&D Expenses: n Awards and badges l Annual cost: 62 million n 2024 Digital Ding Leather Award (Best Enterprise of the Year) l Revenue proportion: 7.8% n Intelligent building materials label n
Slide 43: Certifications
Certifications MAS、ISO 27001、ISO27701 n Build your own dedicated information security organization n Independently train information security audit license personnel n Passed the MAS mark Level3 assessment n Passed ISO 27001 and introduced ISO 27701 (Personal Information Governance) ISO 27701 dual s
Slide 44: ESG sustainable development
ESG sustainable development Sustainability vision Three sustainability goals n Create a low-carbon, safe and n Cumulative carbon emissions will be reduced by common smart community 4,000 metric tons of CO2e by 2030 ecosystem. Carbon reduction results social participation Corporate governance n The c
Slide 45: The Leading brand in smart community
The Leading brand in smart community Our Vision-The most trusted name in smart community living. Our Mission-Making every home experience simpler, smarter, better. We bridge the final mile between community ecosystems and every home. 45
Slide 46: Thank You
Thank You For more information, please refer to the "SmaDay Official Website" https://www.smartdaily.com.tw 46