Airoha Technology Corp. · TWSE:6526

Airoha Technology — Q3 2025 Earnings Presentation

15 slides from Airoha Technology's earnings presentation, 2025

  1. Slide 1: Airoha 2025-Q3 Investor Conference

    達發科技2025年第三季法人說明會 Airoha 2025-Q3 Investor Conference Update: 1 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  2. Slide 2: Safe Harbor Statement

    Safe Harbor Statement These factors may cause actual results materially different from the information provided herein. The factors include the impact of competitive products and pricing, timely acceptance of products design by our customers, timely introduction of new technologies, ability to ramp

  3. Slide 3: Consolidated Revenue

    Consolidated Revenue (NTD million) YoY QoQ +1.2% +2.0% 5,565 5,630 5,522 3Q24 2Q25 3Q25 3 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  4. Slide 4: Consolidated Gross Margin

    Consolidated Gross Margin (%) YoY QoQ +1.7pts +1.7pts 52.2% 50.5% 50.5% 3Q24 2Q25 3Q25 4 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  5. Slide 5: Consolidated Operating Expenses

    Consolidated Operating Expenses (NTD million) YoY QoQ +9.7% +4.5% 1,971 2,060 1,877 199 227 198 146 158 198 Sales Admin 1,715 R&D 1,521 1,546 3Q24 2Q25 3Q25 5 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  6. Slide 6: Consolidated Operating Income

    Consolidated Operating Income (NTD million) YoY QoQ -6.0% +7.5% 933 877 816 3Q24 2Q25 3Q25 6 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  7. Slide 7: Consolidated Operating Margin

    Consolidated Operating Margin (%) QoQ YoY +0.8pts -1.2pts 16.8% 15.6% 14.8% 3Q24 2Q25 3Q25 7 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  8. Slide 8: Consolidated Net Income

    Consolidated Net Income (NTD million) YoY QoQ +0.7% +8.8% 819 825 758 3Q24 2Q25 3Q25 8 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  9. Slide 9: Consolidated Net Profit Margin

    Consolidated Net Profit Margin (%) YoY QoQ -0.1pts +0.9pts 14.7% 14.6% 13.7% 3Q24 2Q25 3Q25 9 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  10. Slide 10: Consolidated Earnings Per Share

    Consolidated Earnings Per Share (NTD) YoY QoQ -$0.09 +$0.36 5.09 5.00 4.64 3Q24 2Q25 3Q25 10 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  11. Slide 11: Appendix

    Appendix 11 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

  12. Slide 12: Consolidated Income Statement (Unaudited)

    Consolidated Income Statement (Unaudited) (In NT$ millions, except EPS) 3Q25 2Q25 3Q24 QoQ YoY Net sales 5,630 5,522 5,565 2.0% 1.2% Operating costs (2,693) (2,735) (2,755) Gross profit 2,937 2,787 2,810 5.4% 4.5% Selling expenses (199) (227) (198) Administration expenses (146) (198) (158) R&D expen

  13. Slide 13: Consolidated Balance Sheet (Unaudited)

    Consolidated Balance Sheet (Unaudited) (In NT$ millions) 3Q25 2Q25 3Q24 Cash and cash equivalents 12,337 13,187 11,162 Trade receivables 2,755 3,036 3,437 Inventories, net 2,222 1,948 2,349 Other current assets 495 454 394 Property, plant and equipment 3,779 3,732 3,823 Intangible assets 3,316 3,370

  14. Slide 14: Consolidated Cash Flow Statement (Unaudited)

    Consolidated Cash Flow Statement (Unaudited) (In NT$ millions) 3Q25 2Q25 3Q24 Net cash provided by (used in) operating activities 1,490 1,102 979 Net cash provided by (used in) investing activities (389) (129) 1,976 Net cash provided by (used in) financing activities (2,110) (14) (844) Effect of cha

  15. Slide 15: Q&A

    Q&A www.Airoha.com ir@Airoha.com Update: 15 Airoha Proprietary and Confidential. © 2024 Airoha Technology Corp. All rights reserved.

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