Catcher Technology Co., Ltd. · TWSE:2474

Catcher Technology — Q4 2025 Earnings Presentation

23 slides from Catcher Technology's earnings presentation, Mar 3, 2026

  1. Slide 1: Catcher Technology 2025 Q4 Earnings Results

    Catcher Technology 2025 Q4 Earnings Results 2026/03 CATCHER confidential

  2. Slide 2: Disclaimer

    Disclaimer • This presentation contains “forward-looking statements”- that is, statements related to future, not past, events. In this context, forward-looking statements often address our expected future business and financial performance, and often contain words such as “expects” , “anticipates”,

  3. Slide 3: 4Q25 Financial Summary

    4Q25 Financial Summary • Revenue reached NT$ 4.363bn, -10.2% q-q and -5.9% y-y, due to electronics component shortage and customers’ year-end inventory adjustment, resulting in softer-than-expected shipment and partially offsetting contributions from the medtech business. • Gross margin was 33.0%, +

  4. Slide 4: 4Q25 vs. 3Q25 Profit & Loss

    4Q25 vs. 3Q25 Profit & Loss 4Q25 3Q25 (In NTD mn) Amount % Amount % qoq Revenue 4,363 100.0% 4,861 100.0% -10.2% Gross Profit 1,440 33.0% 1,392 28.6% 3.4% Opt. Expense 842 19.3% 653 13.4% 29.0% Opt. Profit 597 13.7% 738 15.2% -19.1% Non-Opt. Income 2,423 55.5% 3,048 62.7% -20.5% Net Profit Before Ta

  5. Slide 5: 4Q25 vs. 4Q24 Profit & Loss

    4Q25 vs. 4Q24 Profit & Loss 4Q25 4Q24 (In NTD mn) Amount % Amount % yoy Revenue 4,363 100.0% 4,636 100.0% -5.9% Gross Profit 1,440 33.0% 1,489 32.1% -3.3% Opt. Expense 842 19.3% 633 13.7% 33.1% Opt. Profit 597 13.7% 856 18.5% -30.2% Non-Opt. Income 2,423 55.5% 4,221 91.1% -42.6% Net Profit Before Ta

  6. Slide 6: 2025 Financial Summary

    2025 Financial Summary • Total revenue reached NT$ 18.659bn, +3.2% y-y, thanks to contribution from the medtech business. • Gross profit was NT$ 5.904bn, +0.6% y-y; gross margin was 31.6%, -0.8pp y-y, attributable to weaker revenue momentum from the consumer electronics- related business. • Operatin

  7. Slide 7: 2025 vs. 2024 Profit & Loss

    2025 vs. 2024 Profit & Loss 2025 2024 (In NTD mn) Amount % Amount % yoy Revenue 18,659 100.0% 18,084 100.0% 3.2% Gross Profit 5,904 31.6% 5,866 32.4% 0.6% Opt. Expense 2,800 15.0% 2,571 14.2% 8.9% Opt. Profit 3,104 16.6% 3,295 18.2% -5.8% Non-Opt. Income 6,969 37.3% 14,196 78.5% -50.9% Net Profit Be

  8. Slide 8: Transformation

    Transformation CATCHER confidential

  9. Slide 9: Long-term Growth vs. Shareholders Return

    Long-term Growth vs. Shareholders Return Core business – leading total-solution provider of structured parts in the consumer electronics segment • Strengthening global layout of production capacity • Continuously investing in R&D to maintain market leadership Long-term Growth Diversification – expan

  10. Slide 10: Cash Deployment

    Cash Deployment Consumer Business Medtech Semiconductor Aerospace Electronics Minimally invasive surgery devices; High-value implants Critical/non-critical Laptop casing; Precision components Major products (ortho, spine, neuro, components for Metal structured parts for engines & drones cardio); Pol

  11. Slide 11: Transformation and Diversification

    Transformation and Diversification Medtech Supply-chain Semiconductor Aerospace Restructuring Minimally invasive surgical Front-end equipment Aircraft and drone devices, orthopedic Overseas expansion machining components components implants • Acquired land in Thailand’s Strategic transformation I St

  12. Slide 12: Appendix

    Appendix CATCHER confidential

  13. Slide 13: Consolidated Balance Sheet

    Consolidated Balance Sheet (In NTD mn) 4Q25 3Q25 4Q24 Total Assets 228,018 100% 225,082 100% 233,654 100% Cash 43,748 19% 35,403 16% 50,364 22% Current Assets 114,372 50% 114,839 51% 121,654 52% Fixed Assets 14,187 6% 12,556 6% 11,860 5% Total Liabilities 81,822 36% 77,587 34% 69,078 30% Current Lia

  14. Slide 14: Consolidated Cash Flow

    Consolidated Cash Flow (In NTD mn) 2025 2024 Beginning Balance 50,364 42,463 Cash from operating activities 1,299 -272 Depreciation & amortization 1,610 1,876 Cash from investing activities 6,685 45,819 Capital expenditure -746 -1,370 Cash from financing activities -13,678 -39,426 Short-term & long-

  15. Slide 15: Revenue & Gross Margin

    Revenue & Gross Margin 14,000 35.4% Revenue (NT$ mn) 36% 34.5% 35.0% 34.1% 34.1% 34.0% 12,000 34% 33.1% 33.0% 32.9% 32.1% 10,000 32% 32.1% 31.8% 30.5% 8,000 30% 29.6% 28.4% 28.6% 6,000 28% 27.9% 4,000 24.7% 26% 2,000 24% 23.8% 22.9% 0 22% 1Q21 2Q21 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 4Q23 1

  16. Slide 16: Opt Profit & Opt Margin

    Opt Profit & Opt Margin 3,000 Opt. Profit (NT$ mn) 30% Opt. Margin 2,500 23.4% 25% 23.1% 22.2% 22.0% 20.4% 20.4% 19.8% 19.9% 2,000 20.4% 20% 19.0% 17.8% 18.5% 1,500 15.2% 15% 15.1% 13.7% 1,000 11.5% 10% 7.9% 500 5.1% 5% -0.4% 1.6% 0 1Q24 0% 1Q21 2Q21 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 4Q23

  17. Slide 17: Revenue Trend (2001 – 2025)

    Revenue Trend (2001 – 2025) 120 Revenue (NT$ bn) 100 95.42 93.30 91.63 82.41 82.51 79.11 80 60 55.28 43.25 41.09 37.03 40 35.91 27.82 19.05 21.85 18.66 18.09 16.99 18.08 20 18.07 15.14 9.59 5.01 1.011.85 3.42 0 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018

  18. Slide 18: EPS Trend (2001 – 2025)

    EPS Trend (2001 – 2025) 40 EPS (NT$) 36.31 35 32.61 28.58 30 28.35 27.65 25 23.52 19.40 20 18.38 15.68 14.93 14.63 15.14 13.93 14.4 15 13.29 13.33 11.31 11.33 9.25 10 7.25 6.66 6.34 5.01 5 2.44 2.40 0 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

  19. Slide 19: Dividend Policy

    Dividend Policy • Catcher Technology continues to balance capital allocation and shareholder returns through dividend distributions and share repurchase programs. • The Company has maintained a stable dividend policy, distributing no less than NT$ 10 per share in cash dividends annually in 2015-2024

  20. Slide 20: Share Buyback

    Share Buyback • The share buyback program provides Catcher Technology with flexibility to cope with changing market conditions. • The Company has executed nine buybacks in 2020-2026, with a cumulative amount nearly NT$ 40 billion – the highest among listed firms in Taiwan. • The shares purchased in

  21. Slide 21: ESG Spotlights

    ESG Spotlights In July 2025, Catcher was selected again as constituent stocks in the "Taiwan Sustainability Index" • Invested in the Clean Energy Fund to facilitate the development of the green energy industry, with cumulative investment amount nearly US$65 million. • Established solar power facilit

  22. Slide 22: Honors and Awards

    Honors and Awards • Ranked top 3 by China Credit • Selected by Forbes as one of the 200 best companies • Ranked 1st among Top 10 Information Service Ltd.in terms of in Asia and one of the 200 steadily growing small and Benchmark Enterprises overall operational performance medium-sized enterprises in

  23. Slide 23: Catcher Technology

    Catcher Technology Innovative Leader in Casing Investor Relations Nora Hou Lily Kao nora.hou@catcher-group.com lily.kao@catcher-group.com +886-2-2701-5900 # 2811 +886-2-2701-5900 # 2812 IR@catcher-group.com http://www.catcher-group.com CATCHER confidential

Catcher Technology — Q4 2025 Earnings Presentation on 6ix