Bizlink Holding Inc. · TWSE:3665

Bizlink — Q2 2025 Earnings Presentation

15 slides from Bizlink's earnings presentation, August 2025

  1. Slide 1: BizLink Holding Inc Investor Presentation 2Q 2025

    BizLink Holding Inc 3665.TT Investor Presentation 2Q 2025 Version August 2025 © 2025 BizLink Group BizLink Property 1

  2. Slide 2: Safe Harbor Statement

    Safe Harbor Statement The contents of this presentation are based on available information, and the Company’s views when made. The information in this presentation may contain descriptions of the future prospects of the Company and its subsidiaries, and are subject to risks and uncertainties, which

  3. Slide 3: Financial Highlights: Sales Structure Transformation & Business Function Differentiation

    I. Financial Highlights: Second Quarter 2025 Sales Structure Transformation & Business Function Differentiation ◼ Sales mix shifting toward specification-rich, mission-critical, and multi-year programs ◼ Customer base transitioning toward hyperscalers, semiconductor toolmakers, and leading-edge plat

  4. Slide 4: Financial Highlights: Sales by Application

    I. Financial Highlights: Second Quarter 2025 Industrial Elect. App. Automotive IT DataComm 2025 2Q 36% 12% 12% 39% QoQ YoY © 2025 BizLink Group BizLink Property 4

  5. Slide 5: Financial Highlights: Sales, Gross and Operating Margin

    I. Financial Highlights: Second Quarter 2025 TOTAL SALES GPM OPM NET PROFIT EPS 2Q25 2Q25 2Q25 2Q25 2Q25 NT$ 16.93B 31.12% 16.93% NT$ 2.02B NT$ 10.54 25 40% 23 29.33% 30.38% 31.12% 28.11% 28.78% 26.70% 26.34% 30% 21 26.20% 25.80% 26.30% 25.50% 24.20% 24.52% 21.90% 19 16.93% 20% 17 13.97% 13.80% 14.6

  6. Slide 6: Profit Curve Uplift & Financial Discipline Anchoring

    I. Financial Highlights: Second Quarter 2025 Profit Curve Uplift & Financial Discipline Anchoring ◼ Revenue growth increasingly driven by high-margin, high-content businesses ◼ Record OPM and 14% opex ratio achieved — demonstrating scalable infrastructure and self-reinforcing growth ◼ Maintaining di

  7. Slide 7: Market Trends & Product Dynamics; Technology Moats

    II. Operational Highlights: Second Quarter 2025 Market Trends & Product Dynamics ◼ New AI workloads and supply chain architecture shifts accelerating interconnect and power demand ◼ While 800G AEC adoption has only just begun, we are collaborating with supply chain partners on next-gen HVDC ◼ Rising

  8. Slide 8: Market Pulse & Forward-Looking Drivers

    II. Operational Highlights: Second Quarter 2025 Market Pulse & Forward-Looking Drivers ◼ Monitoring hyperscaler AI capex acceleration and supply chain digestion pace — AI infrastructure buildouts unfolding in multi-phase waves ◼ Tracking semiconductor equipment order patterns, fab investment cycles,

  9. Slide 9: HPC Strategic Direction & Growth Drivers

    III. Corporate Highlights: Second Quarter 2025 HPC Strategic Direction & Growth Drivers ◼ Capitalizing on hyperscale AI data center buildouts with high-speed data and power interconnects ◼ Scaling AEC production to support 800G and beyond rack-to-rack deployments ◼ Expanding role in HVDC busbar and

  10. Slide 10: SPE Early Positioning & Platform Penetration

    III. Corporate Highlights: Second Quarter 2025 SPE Early Positioning & Platform Penetration ◼ Strengthening partnerships with leading semiconductor toolmakers for system-level outsourcing ◼ Capturing box build and subsystem integration opportunities ◼ Expanding into new process nodes (N3/N2) and too

  11. Slide 11: Q&A Thank You

    Q&A Thank You © 2025 BizLink Group BizLink Property 11

  12. Slide 12: Appendix: Condensed Income Statement

    APPENDIX: Condensed Income Statement 2020 2021 2022 2023 2024 Sales 22,537,767 28,564,375 53,757,171 51,051,791 54,080,481 GPM 25.34% 23.21% 25.65% 24.65% 28.20% Opex 3,265,296 3,971,071 8,218,883 8,349,633 8,686,524 OPM 10.85% 9.31% 10.36% 8.30% 12.14% Non-OP -189,786 -17,006 -253,812 -794,759 -247

  13. Slide 13: Appendix: Condensed Balance Sheet

    APPENDIX: Condensed Balance Sheet 2020 2021 2022 2023 2024 Cash & Equiv. 5,360,003 23.59% 3,209,592 12.55% 8,497,568 15.90% 10,627,389 19.43% 10,175,676 18.61% Inventory 4,649,474 20.47% 6,378,838 24.94% 12,323,217 23.06% 10,102,719 18.48% 11,231,621 20.54% Net A/R 5,235,100 23.04% 7,005,579 27.39%

  14. Slide 14: Appendix: Condensed Cash Flow Statement

    APPENDIX: Condensed Cash Flow Statement 2020 2021 2022 2023 2024 Starting Cash 9,020,132 5,360,003 3,209,592 8,497,568 10,627,389 Net Cash from Operating 1,871,527 364,965 2,779,419 7,446,277 6,908,915 Cash Flow from Investing PP&E -759,861 -1,244,650 -1,877,242 -2,558,729 -3,110,357 Others -1,276,1

  15. Slide 15: Contact us

    Upcoming IR Activities Contact us Aug 21: TW, BofA Conference Aug 22: TW, EnTrust Conference Aug 25: TW, JPMorgan Conference Mike Wang Aug 29: TW, CTBC Conference Senior Manager, Investor Relations Sep 02: TW, MasterLink Conference T +886 2 8226 1000 ext. 52663 E mike_wang@bizlinktech.com Stay Conne

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