15 slides from Integrated Micro-electronics's earnings presentation, Nov 11, 2025
Slide 1: IMI Analyst Briefing 2025 Q3
IMI Analyst Briefing 2025 Q3 November 11, 2025 Online
Slide 2: Market Outlook
Market Outlook
Slide 3: Economic Growth Figures
Economic Growth Figures • Global growth projected to 3.3 3.2 3.1 slow amidst protectionism and 1.2 1.1 fragmentation 0.9 • Labor issues could further WORLD 2024 2025 2026 Eurozone stifle growth • Sustainable policy-making crucial in restoring confidence 1.1 United States 0.6 0.1 Japan 2024 2025 2026
Slide 4: Automotive Market Outlook
Automotive Market Outlook • European automotive market beginning to recover • Advanced Driver Assistance Systems will grow market partly through government policies mandating requirements such as driver- monitoring cameras and lane- keeping features • Varying standards across countries requires flex
Slide 5: Industrial Market Outlook
Industrial Market Outlook • Shift to smart manufacturing and Industry 4.0 is driving demand for sensors, controllers, and connectivity modules • Power electronics are increasingly relevant for motor drives, automation power supplies and efficient energy systems • Green manufacturing trends demand fo
Slide 6: Financials
Financials
Slide 7: Segment Updates
Segment Updates CORE 25 25 ➢ Automotive: 25 19 14 • Core Q3 Revenues +6% Q/Q ; -1% Y/Y • Gradual recovery of European automotive market 147 156 146 • Ramp-up of steering application product has been 140 137 progressing since Q1 2025 • Projects secured in pipeline for programs that begin production i
Slide 8: Region Updates
Region Updates ➢ Philippines: • Backlog of industrial security business is being cleared '24 Q3 '24 Q4 '25 Q1 '25 Q2 '25 Q3 Q/Q% Y/Y% • Automotive camera business remains key market for PH 61.5 57.3 57.6 61.9 69.5 12% 13% Philippines. Additional business streams in ADAS applications being pursued su
Slide 9: 2025 Q3 Group Performance (Non-GAAP)
2025 Q3 Group Performance (Non-GAAP) CORE Revenue and Gross Profit Margin 13.0 Operating Income 0.6 10.2% 5.1% 9.5% 9.3% 3.7% 11.0 480 *6.8% reported 10. 8% 7.9% 3.1% 7.6% 9.0 430 0.6% 0.5% 8.8 % 380 12.1 7.0 330 11.1 8.1 6.8 % 5.0 34 280 34 28 23 19 4.3 3.4 3.0 230 4.8 % 1.0 (0.5) (1.9) (2.8) (2.0)
Slide 10: 2025 Q3 EBITDA (Non-GAAP)
25.0 2025 Q3 EBITDA (Non-GAAP) CORE 20.0 EBITDA 1.5 Consolidation of Shenzhen sites 15.0 0.5 • 18.4 18.3 and sale of IMI CZ further reduced 10.0 11.9 9.9 13.7 5.0 corporate support expenses. (1.0) (0.9) (0.9) • Continued push for reduction in - '24Q3 '24Q4 '25Q1 '25Q2 '25Q3 (5 .0) direct material sp
Slide 11: Capital Structure
Capital Structure 212 199 179 148 124 303 91 291 92 294 115 271 123 240 116 Sep '24 Dec '24 Mar '25 Jun '25 Sep '25 Debt Cash Net Debt Dec Sep Dec Sep (US$ Millions) Key Financial Ratios 2024 2025 2024 2025 Short-Term Debt 152.6 136.6 Current ratio 1.39 1.25 • Cash at a comfortable level with additi
Slide 12: Disciplined Capital Investments
Disciplined Capital Investments 31.0 27.3 12.2 21.2 5.9 2.2 7.7 4.8 $4.8M 2.1 3.1 1.8 6.4 9.9 2025 9M 2.3 3.1 0.9 3.7 2.7 4.3 0.6 8.8 2.5 2.6 1.9 0.9 2.4 3.7 2.2 Buildings………....…..… .........7% Machinery………..….….........34% 2021 2022 2023 2024 Furn & Fix………...............……6% Constr. in progress…..
Slide 13: Key Takeaways
Key Takeaways ➢ Continued improvement of Net Income and EBITDA • Gradual recovery of European automotive market • Focus on reduction of direct material spend • Consolidation of China facilities • Completion of IMI CZ sale ➢ Strengthening Balance Sheet • Repayment of loans • Disciplined CAPEX spendin
Slide 14: Q&A
Q&A
Slide 15: connect with us
connect with us