Bizlink Holding Inc. · TWSE:3665
Bizlink — Q4 2022 Earnings Presentation
10 slides from Bizlink's earnings presentation, Mar 30, 2023
Slide 1: BizLink Holding Inc 4Q 2022 Earnings Deck
BizLink Holding Inc 3665.TT 4Q 2022 Earnings Deck March 30, 2023 © 2023 BizLink Group BizLink Property 1
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
Slide 3: Opening Remarks
Opening Remarks New IR Presentation highlights our long-term strategy with more clarity Many new milestones achieved in 2022: • Ground-breaking of our new Tainan facility • Building up of our corporate functions • Initial minor albeit meaningful synergies with INBG • Continued execution of our footp
Slide 4: 4Q22 Financial Results
4Q22 FINANCIAL RESULTS NT$ thousand 4Q22 4Q21 3Q22 Y/Y Q/Q Sales 13,600,543 7,998,723 14,526,402 +70.03% -6.60% Gross Margin 26.27% 23.04% 25.75% +323bps +52bps Operating Margin 10.65% 9.62% 10.73% +103bps -8bps Tax Rate 25.86% 24.18% 25.23% -- -- Net Income 922,388 568,796 1,184,084 +62.16% -22.10%
Slide 5: 4Q22 Key Metrics
0 4 8 12 16 20 24 28 1Q-2019 3Q-2019 1Q-2020 3Q-2020 1Q-2021 3Q-2021 GROSS MARGIN 1Q-2022 4Q22 KEY METRICS 3Q-2022 0 2 4 6 8 10 12 14 18 16 1Q-2019 3Q-2019 1Q-2020 3Q-2020 1Q-2021 3Q-2021 OPEX RATIO 1Q-2022 3Q-2022 0 2 4 6 8 10 12 14 1Q-2019 3Q-2019 1Q-2020 3Q-2020 1Q-2021 3Q-2021 1Q-2022 OPERATING
Slide 6: Organic Performance by Segment
ORGANIC PERFORMANCE BY SEGMENT 4Q 2022 organic sales decreased 8% YOY Industrial -7% YOY Automotive +19% YOY 20% of organic sales mix 24% of organic sales mix Product category sales mix: Product category sales mix: ◼ Capital eqpt: mid-70% ◼ EV: high-50% ◼ Healthcare: high-10% ◼ Non-EV: low-40% IT Da
Slide 7: Growth Strategy: Move Up the Value Chain
GROWTH STRATEGY MOVE UP THE VALUE CHAIN High Speed High Data Voltage Heavy © 2023 BizLink Group BizLink Property 7
Slide 8: INBG Performance Key Highlights
INBG PERFORMANCE KEY HIGHLIGHTS Healthcare Telecomm Robotic Mid-term 2025 target already achieved in 2022. 17% Systems Solutions 7% 14% Strong demand but unfulfilled given supply chain. Automation Silicone Tailor-made 2023 starting strong but situation remains fluid. & Drives Products 25% MARCH 21%
Slide 9: Q&A Session
Q&A Session © 2023 BizLink Group BizLink Property 9
Slide 10: Contact us
Contact us Mike Wang Manager, Investor & Public Relations T +886 2 8226 1000 ext. 2663 E mike_wang@bizlinktech.com Stay Connected @BizLinkTechnology @BizLink Group © 2023 BizLink Group BizLink Property 10