Advanced Ceramic X Corporation · TPEX:3152

Advanced Ceramic X — Q3 2025 Earnings Presentation

14 slides from Advanced Ceramic X's earnings presentation, Nov 18, 2025

  1. Slide 1: Advanced Ceramic X Corporation – Wireless SiP Solutions

    ACX Advanced Ceramic X Corporation Wireless SiP Solutions 無線通訊整合元件與模組專家 Nov 18th, 2025 1

  2. Slide 2: Revenue (Quarterly)

    ACX Revenue QOQ=-5.1% YOY=-21.1% 500 429 400 357 338 300 200 100 (M NTD) 0 3Q24 2Q25 3Q25 2

  3. Slide 3: Revenue (Nine Months)

    ACX Revenue YOY=-12.5% 1,400 1,235 1,200 1,081 1,000 800 600 400 200 (M NTD) 0 2024/1~9 2025/1~9 3

  4. Slide 4: Gross Margin (Quarterly)

    ACX Gross Margin QOQ=-3.1% YOY=-3.0% 50 43.1% 43.2% 40.1% 40 30 20 10 (%) 0 3Q24 2Q25 3Q25 4

  5. Slide 5: Gross Margin (Nine Months)

    ACX Gross Margin YOY=-2.9% 45.5% 50 42.6% 40 30 20 10 (%) 0 2024/1~9 2025/1~9 5

  6. Slide 6: Operating Margin (Quarterly)

    ACX Operating Margin QOQ=+13.0% YOY=-7.7% 40 28.6% 30 20.9% 20 7.9% 10 (%) 0 3Q24 2Q25 3Q25 6

  7. Slide 7: Operating Margin (Nine Months)

    ACX Operating Margin YOY=-9.0% 40 28.7% 30 19.7% 20 10 (%) 0 2024/1~9 2025/1~9 7

  8. Slide 8: Net Profit Margin (Quarterly)

    ACX Net Profit Margin QOQ=-86.0% YOY=-0.1% 120 109% 100 80 60 40 23.1% 23.0% 20 (%) 0 3Q24 2Q25 3Q25 8

  9. Slide 9: Net Profit Margin (Nine Months)

    ACX Net Profit Margin YOY+26.6% 60 52.5% 50 40 25.9% 30 20 10 (%) 0 2024/1~9 2025/1~9 9

  10. Slide 10: EPS (Quarterly)

    ACX EPS QOQ=-4.50 YOY=-0.30 5.63 6.00 4.00 2.00 1.43 1.13 (NTD) 0.00 3Q24 2Q25 3Q25 10

  11. Slide 11: EPS (Nine Months)

    ACX EPS YOY=+3.59 8.22 8 6 4.63 4 2 (NTD) 0 2024/1~9 2025/1~9 11

  12. Slide 12: Income Statements – 2025/3Q

    ACX Income Statements – 2025/3Q (M NTD) 3Q25 2Q25 3Q24 QoQ YoY Net Sales 338 357 429 -5.1% -21.1% Gross Margin 40.1% 43.2% 43.1% -3.1 ppt -3.0 ppt Operating Expenses (65) (126) (62) -48.4% +4.1% Operating Margin 20.9% 7.9% 28.6% +13.0 ppt -7.7 ppt Non-Operating Items 24 369 1 -93.4% +2,008% Taxes (1

  13. Slide 13: Income Statements – 2025/1~9

    ACX Income Statements – 2025/1~9 (M NTD) 2025/1~9 2024/1~9 YoY Net Sales 1,081 1,235 -12.5% Gross Margin 42.6% 45.5% -2.9 ppt Operating Expenses (248) (208) +19.3% Operating Margin 19.7% 28.7% -9.0 ppt Non-Operating Items 406 45 +795.2% Taxes (51) (80) -35.9% Net Income 567 320 +77.5% Net Profit Mar

  14. Slide 14: Choose Wireless, Choose ACX

    ACX Choose Wireless, Choose ACX Stock Code: 3152 TW http://www.acxc.com.tw 14

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