Slide 1: 2025Q2 Investor Presentation
Chenbro Micom 2025Q2 Investor Presentation Aug 7, 2025 ir@chenbro.co m Confidential 1
Slide 2: Safe Harbor Notice
Safe Harbor Notice This presentation contains certain forward-looking Ch statements that are based on current expectations and are subject to known and unknown risks and en uncertainties that could cause actual results to Mi differ materially from those expressed or implied co robby such statement
Slide 3: 25Q2 Results Highlight
25Q2 Results Highlight Revenue Gross Profit NT$4,154M NT$ 1,628M Ch en QoQ YoY QoQ YoY GM Mi b 31.0% 50.9% 35.8% 78.3% 29.9 co ro % mOperating Profit NT$ 1,244M EPS NT$6.87 QoQ YoY OPM QoQ YoY 40.6% 113.4% 22.9 24.2% 82.2% % Confidential 3
Slide 4: 25H1 Results Highlight
25H1 Results Highlight Revenue Gross Profit NT$9,597M NT$ 2,828M Ch en YoY YoY GM Mi b 50.4% 76.5% 29.5 co ro % m Operating Profit NT$ 2,129M EPS NT$12.40 YoY OPM YoY 107.3% 22.2 82.4% % Confidential 4
Slide 5: Revenue Breakdown
Revenue Breakdown By Product By Geography Ch en Mi b co ro m Confidential 5
Slide 6: 2025Q2 - Quarterly Income Statement
2025Q2 - Quarterly Income Statement (NT$Mn) 25Q2 25Q1 QoQ 24Q2 YoY Net Revenue 5,443 4,154 31.0% 3,607 50.9% Gross Profit 1,628 1,199 35.8% 913 78.3% Ch Operating Profit 1,244 885 40.6% 583 113.4% Non-Operating en (108) 18 (700.0%) 25 (532.0%) Income(Loss) Mi b Pretax Profit 1,137 903 25.9% 608 87.0
Slide 7: 2025H1 - Income Statement
2025H2 - Income Statement (NT$Mn) 25H1 24H1 YoY Net Revenue 9,597 6,381 50.4% Gross Profit 2,828 1,602 76.5% Ch Operating Profit 2,129 1,027 107.3% Non-Operating en (89) 75 (218.7%) Income(Loss) Mi b Pretax Profit 2,040 1,102 85.1% co ro Tax Expenses 517 269 92.2% m Net Profit to Parent 1,496 818 82
Slide 8: 2025Q2 - Consolidated Balance Sheet
2025Q2 - Consolidated Balance Sheet (NT$Mn) 2025.06.30 2025.03.31 QoQ 2024.06.30 YoY Total Assets 19,265 18,144 6.2% 15,059 27.9% Cash (Note) 5,275 5,133 2.8% 3,348 57.6% NR & AR 4,740 4,084 16.1% 3,787 25.2% Ch Inventories 2,685 2,671 0.5% 1,834 46.4% en Fixed Assets 5,676 5,420 4.7% 5,298 7.1% Tot
Slide 9: 2025Q2 - Consolidated Cash Flow Statement
2025Q2 - Consolidated Cash Flow Statement (NT$Mn) 25Q2 24Q2 YoY Ch Beginning Balance (Note 1) 4,541 2,980 52% Cash inflow generated from en 1,527 721 112% operations Capital expenditures Mi b (545) (506) 8% Proceeds from short-term/long- co ro 105 (960) 111% m term debt Proceeds from convertible bon
Slide 10: Dividend Distribution
Dividend Distribution 2020 2021 2022 2023 2024 EPS(NT$) Ch 8.16 5.62 8.32 9.03 16.05 Dividend(NT$) en 4.00 3.00 4.00 5.00 7.50 Dividend Yield Mi b 5.1% 4.6% 2.6% 1.7% 1.5% Payout Ratio co ro 61% 53% 48% 55% 47% 【 Notes 】 m • 2020-2024 yields are based on Chenbro’s closing share price on the day befo
Slide 11: Business Outlook
Business Outlook As an Enclosure Solution Provider, Chenbro expanded into the customized rack business this year, leveraging its technical expertise to develop a potential new product line. Ch In 2025, AI-related demand has surpassed expectations, engeneral-purpose models are recovering, and pro
Slide 12: Q&A
? Ch en ? ? Mi Qb& r A co o ? m Confidential 12
Slide 13: www.chenbro.com
www.chenbro.com Confidential 13