Slide 1: Airoha 2025-Q4 Investor Conference
達發科技2025年第四季法人說明會 Airoha 2025-Q4 Investor Conference Update: 1 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
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
Slide 3: Consolidated Revenue
Consolidated Revenue (NTD million) YoY QoQ YoY -5.8% -19.2% +9.4% 5,630 20,926 4,832 4,551 19,122 4Q24 3Q25 4Q25 2024 2025 3 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 4: Consolidated Gross Margin
Consolidated Gross Margin (%) YoY QoQ YoY -0.1pts +1.4pts -0.4pts 53.7% 53.6% 52.3% 51.9% 52.2% 4Q24 3Q25 4Q25 2024 2025 4 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 5: Consolidated Operating Expenses
Consolidated Operating Expenses (NTD million) QoQ YoY YoY -4.7% +11.6% -2.6% 2,017 2,060 1,964 7,958 202 199 7,129 188 840 154 146 152 683 712 Sales 535 Admin R&D 1,661 1,715 1,624 6,406 5,911 4Q24 3Q25 4Q25 2024 2025 5 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights r
Slide 6: Consolidated Operating Income
Consolidated Operating Income (NTD million) QoQ YoY YoY -45.6% +1.1% -17.6% 877 2,876 2,907 579 477 4Q24 3Q25 4Q25 2024 2025 6 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 7: Consolidated Operating Margin
Consolidated Operating Margin (%) QoQ YoY YoY -5.1pts -1.1pts -1.5pts 15.6% 15.0% 12.0% 13.9% 10.5% 4Q24 3Q25 4Q25 2024 2025 7 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 8: Consolidated Net Income
Consolidated Net Income (NTD million) QoQ YoY YoY -35.4% +8.2% -8.6% 825 2,825 583 2,611 533 4Q24 3Q25 4Q25 2024 2025 8 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 9: Consolidated Net Profit Margin
Consolidated Net Profit Margin (%) YoY QoQ YoY -0.4pts -2.9pts -0.2pts 14.6% 13.7% 13.5% 12.1% 11.7% 4Q24 3Q25 4Q25 2024 2025 9 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 10: Consolidated Earnings Per Share
Consolidated Earnings Per Share (NTD) YoY QoQ YoY -$0.44 -$1.68 +$1.22 5.00 17.32 16.10 3.76 3.32 4Q24 3Q25 4Q25 2024 2025 10 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 11: Appendix
Appendix 11 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.
Slide 12: Consolidated Income Statement (Unaudited) - Quarterly
Consolidated Income Statement (Unaudited) (In NT$ millions, except EPS) 4Q25 3Q25 4Q24 QoQ YoY Net sales 4,551 5,630 4,832 (19.2%) (5.8%) Operating costs (2,110) (2,693) (2,236) Gross profit 2,441 2,937 2,596 (16.9%) (6.0%) Selling expenses (188) (199) (202) Administration expenses (152) (146) (154)
Slide 13: Consolidated Income Statement (Unaudited) - Annual
Consolidated Income Statement (Unaudited) (In NT$ millions, except EPS) 2025 2024 YoY Net sales 20,926 19,122 9.4% Operating costs (10,061) (9,117) Gross profit 10,865 10,005 8.6% Selling expenses (840) (683) Administration expenses (712) (535) R&D expenses (6,406) (5,911) Operating expenses (7,958)
Slide 14: Consolidated Balance Sheet (Unaudited)
Consolidated Balance Sheet (Unaudited) (In NT$ millions) 4Q25 3Q25 4Q24 Cash and cash equivalents 12,742 12,337 12,056 Trade receivables 2,185 2,755 2,176 Inventories, net 2,620 2,222 2,304 Other current assets 466 495 480 Property, plant and equipment 3,808 3,779 3,636 Intangible assets 3,330 3,316
Slide 15: Consolidated Cash Flow Statement (Unaudited)
Consolidated Cash Flow Statement (Unaudited) (In NT$ millions) 4Q25 3Q25 4Q24 Net cash provided by (used in) operating activities 665 1,490 2,198 Net cash provided by (used in) investing activities (403) (389) (1,272) Net cash provided by (used in) financing activities (18) (2,110) (16) Effect of ch
Slide 16: Thank you
Thank you Questions and Discussions 16 AIROHA Proprietary and Confidential. © 2026 Airoha Technology Corp. All rights reserved.