Bizlink Holding Inc. · TWSE:3665
Bizlink — Q1 2026 Earnings Presentation
12 slides from Bizlink's earnings presentation, May 2026
Slide 1: BizLink Holding Inc Investor Presentation 1Q 2026
BizLink Holding Inc 3665.TT Investor Presentation 1Q 2026 Version May 2026 © 2026 BizLink Group Confidential & Privileged 1
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements based on currently available information and the Company’s current expectations and assumptions. These statements may include, but are not limited to, projections regarding future business performance, market opportunities,
Slide 3: Financial Highlights: First Quarter 2026
I. Financial Highlights: First Quarter 2026 TOTAL SALES GPM OPM NET PROFIT EPS 1Q26 1Q26 1Q26 1Q26 1Q26 NT$ 20.86B 28.77% 14.90% NT$ 2.27B NT$ 11.66 40 40% 33.25% 31.93% 35 29.33% 28.78% 30.38% 31.12% 28.11% 28.77% 26.70% 26.34% 30% 26.20% 25.80% 26.30% 25.50% 30 24.20% 24.52% 21.90% 19.54% 18.37% 2
Slide 4: Financial Highlights: Sales by Application
I. Financial Highlights: First Quarter 2026 IT DataComm Industrial Automotive Elect. App. 2026 1Q 46% 34% 11% 8% QoQ YoY © 2026 BizLink Group Confidential & Privileged 4
Slide 5: Portfolio Transition Toward Infrastructure-Centric Growth
I. Financial Highlights: First Quarter 2026 Portfolio Transition Toward Infrastructure-Centric Growth HPC and Capital Equipment continue increasing as a percentage of overall sales mix, reflecting rising infrastructure complexity and broader participation across AI-related deployment layers. ◼ HPC a
Slide 6: Infrastructure Scaling Continues Across Multiple Platforms
II. Operational Highlights: First Quarter 2026 Infrastructure Scaling Continues Across Multiple Platforms AI infrastructure deployment is becoming increasingly cumulative, with HPC and semiconductor infrastructure requirements continuing to scale across overlapping platform cycles. ◼ HPC growth incr
Slide 7: AI Infrastructure Scaling Is Becoming Increasingly Complex
III. Corporate Highlights: First Quarter 2026 AI Infrastructure Scaling Is Becoming Increasingly Complex As AI infrastructure scales, deployment requirements are increasingly shifting beyond compute alone toward interoperability, power density, validation depth, and system-level infrastructure readi
Slide 8: Q&A Thank You
Q&A Thank You © 2026 BizLink Group Confidential & Privileged 8
Slide 9: Appendix: Condensed Income Statement
APPENDIX: Condensed Income Statement 2021 2022 2023 2024 2025 Sales 28,564,375 53,757,171 51,051,791 54,080,481 71,247,272 GPM 23.21% 25.65% 24.65% 28.20% 31.73% Opex 3,971,071 8,218,883 8,349,633 8,686,524 10,146,987 OPM 9.31% 10.36% 8.30% 12.14% 17.49% Non-OP -17,006 -253,812 -794,759 -247,886 -59
Slide 10: Appendix: Condensed Balance Sheet
APPENDIX: Condensed Balance Sheet 2021 2022 2023 2024 2025 Cash & Equiv. 3,209,592 12.55% 8,497,568 15.90% 10,627,389 19.43% 10,175,676 16.70% 14,395,187 17.49% Inventory 6,378,838 24.94% 12,323,217 23.06% 10,102,719 18.48% 11,231,621 18.44% 13,824,198 16.79% Net A/R 7,005,579 27.39% 10,060,143 18.8
Slide 11: Appendix: Condensed Cash Flow Statement
APPENDIX: Condensed Cash Flow Statement 2021 2022 2023 2024 2025 Starting Cash 5,360,003 3,209,592 8,497,568 10,627,389 10,175,676 Net Cash from Operating 364,965 2,779,419 7,446,277 6,908,915 8,595,400 Cash Flow from Investing PP&E -1,244,650 -1,877,242 -2,558,729 -3,110,357 -3,189,215 Others -230,
Slide 12: Contact us
Stay Connected Bizlinktech.com in @BizLink Group Contact us Mike Wang Senior Manager, Investor Relations T +886 2 8226 1000 ext. 52663 E mike_wang@bizlinktech.com Jimmy Hsu Deputy Manager, Investor Relations T +886 2 8226 1000 ext. 52794 E jimmy_hsu@bizlinktech.com