Innocare Optoelectronics Corp. · TWSE:6861
Innocare Optoelectronics — Investor Presentation (March 2026)
18 slides from Innocare Optoelectronics's investor presentation, Mar 12, 2026
Slide 1: 2026 First Half Institutional Investor Conference
: = INC $s = InnoCare Optoelectronics Corp. 2026 First Half Institutional Investor Conference a 73 i 2026/3/12
Slide 2: Disclaimer
Disclaimer • This presentation includes the Company’s assessment of its past, present, and future operating performance based on information available at the time of the briefing. Statements regarding expectations or forecasts constitute forward-looking statements. These statements involve risks and
Slide 3: Agenda
Agenda 01 2025 Business Review 02 2026 Strategy & Business Direction 03 2026 Outlook 04 Financial Highlights 05 Q&A
Slide 4: 2025 Business Review
2025 Business Review 10% 13% FPD Module(ODM) Improved Product Mix with Higher-Value Products 17% FPD Module(OEM) 17% 35% 16% • Higher contribution from ODM modules, improving overall gross margin 10% Open Cell 9% TFT-PD Cell 44% 43% 43% Expansion in Emerging Markets Driving Growth 32% • Expansion in
Slide 5: New Technology (IGZO PRO.)
INC < New Technology (IGZO PRO.)
Slide 6: Next Generation IGZO PRO.
Next Generation IGZO PRO. 2024 2025 2026 (F) IGZO Q’ty (pcs) Applications: • Angiography Target by Shipment Q’ty worldwide No.1 • Cardiac interventional therapy 2027/1H • Gastrointestinal inspection • high speed In-line NDT inspection
Slide 7: New Sensor Technology: Next Gen. IGZO (IGZO PRO)
New Sensor Technology : Next Gen. IGZO (IGZO PRO) Two Times Mobility Better X-ray Hardness Threshold Voltage Change @2200Gy accumulated dose 25.0 20.0 15.0 10.0 5.0 0.0 標準IGZO IGZO PRO. Supplier 1 Supplier 2 • The IGZO Pro delivers twice signals compared to current IGZO, resulting in twice readout s
Slide 8: Emerging Market Expansion (India / Americas)
INC < Emerging Market Expansion (India / Americas)
Slide 9: InnoCare Strategic Value Map: Resilience, Moats, and Future Expansion
InnoCare Strategic Value Map: Resilience, Moats, and Future Expansion Global Footprint Deployment for Local Market
Slide 10: India Strategy: Transforming from Export-Oriented to Regional Manufacturing Center
India Strategy: Transforming from Export-Oriented to Regional Manufacturing Center Local Manufacturing (India) Strategic Partners: Local EMS Maker for Light-Asset Operations. Policy Alignment: Fully support CDSCO regulations and Made in India policy requirements. Deep Localization: Goal to achieve 3
Slide 11: Americas Layout: Upgrading from Product Supplier to Solutions and Service Platform
Americas Layout: Upgrading from Product Supplier to Solutions and Service Platform
Slide 12: New Application Development (IR EMS Services)
INC < New Application Development (IR EMS Services)
Slide 13: Why INCX Entered the LWIR Field and Competitive Niche
Why INCX Entered the LWIR Field and Competitive Niche • Commonality of key design technologies with X-ray detector: X- ray TFT-PD layer design CsI/GOS process Image reading design Module design LWIR IR wafer design Vox process Image reading design Module design For INCX, this represents a technologi
Slide 14: EMS Service Scope
EMS Service Scope • Focusing on OEM/ODM manufacturing of key components such as sensors and LWIR modules. • Research and development and sales of products. 1 2 3 4 5 6 7 8 9 1 Lens 2 Lens mount 3 Sensor/Detector 4 Sensor mount 5 Sensor Board 6 Mechanism1 7 Main Board 8 Mechanism2 9 I/O Boar
Slide 15: 2026 Outlook
2026 Outlook Product Mix Optimization • Improve margins through optimized products portfolio to drive higher overall ASP • Optimize outsourcing to enhance operational efficiency Emerging Market Expansion • Expand local manufacturing in India and strengthen service capabilities in the Americas • Grow
Slide 16: Statement of Comprehensive Income
Statement of Comprehensive Income Amount : NT$ Thousand 2025 2024 YoY % Net Sales 2,293,791 100.0% 1,989,666 100.0% 15.3% Cost of Goods Sold 1,699,340 74.1% 1,437,382 72.2% 18.2% Gross Profit 594,451 25.9% 552,284 27.8% 7.6% Operating Expenses 458,750 20.0% 518,862 26.1% -11.6% Operating Profit 135,
Slide 17: Consolidated Balance Sheet Highlights
Consolidated Balance Sheet Highlights Amount : NT$ Thousand 2025 2024 YoY % Cash and Cash 869,065 774,981 12.14% Equivalents Inventory 566,649 527,288 7.46% Short Term Debt 80,000 100,000 -20.00% Long Term Debt - - - Equity 1,455,776 1,383,227 5.24% Total Assets 2,578,630 2,372,222 8.70% Current Rat
Slide 18: Q&A
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