Bizlink Holding Inc. · TWSE:3665
Bizlink — Q3 2025 Earnings Presentation
15 slides from Bizlink's earnings presentation, November 2025
Slide 1: BizLink Holding Inc Investor Presentation 3Q 2025
BizLink Holding Inc 3665.TT Investor Presentation 3Q 2025 Version November 2025 © 2025 BizLink Group Confidential & Privileged 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: Financial Highlights: Third Quarter 2025
I. Financial Highlights: Third Quarter 2025 TOTAL SALES GPM OPM NET PROFIT EPS 3Q25 3Q25 3Q25 3Q25 3Q25 NT$ 18.41B 33.25% 19.54% NT$ 2.63B NT$ 13.51 30 40% 33.25% 29.33% 28.78% 30.38% 31.12% 25 28.11% 30% 26.20% 25.80% 26.30% 25.50% 26.70% 26.34% 24.20% 24.52% 21.90% 19.54% 20 16.93% 20% 13.97% 13.8
Slide 4: Financial Highlights: Sales by Application QoQ YoY
I. Financial Highlights: Third Quarter 2025 Industrial Elect. App. Automotive IT DataComm 2025 3Q 34% 10% 11% 44% QoQ YoY © 2025 BizLink Group Confidential & Privileged 4
Slide 5: Diversified Growth Engines Expanding Across the Portfolio
I. Financial Highlights: Third Quarter 2025 Diversified Growth Engines Expanding Across the Portfolio ◼ HPC & SPE continued to lead growth while Industrial cylinders are turning back on — first sequential increase in “Others” since 1Q24, with Factory Automation and Healthcare both resuming momentum,
Slide 6: Platform Diversification Driving Interconnect Opportunity
I. Financial Highlights: Third Quarter 2025 Platform Diversification Driving Interconnect Opportunity ◼ Platform proliferation expanding our TAM — multiple GPU/CPU/ASIC ecosystems increasing SKU and interconnect complexity ◼ Interoperability as new gating factor — platform-agnostic power + data desi
Slide 7: HPC Sales Accelerate with Platform Deployments
II. Operational Highlights: Third Quarter 2025 Scaling with the Architecture: HPC Sales Accelerate with Platform Deployments Near-term AI infrastructure growth driver ◼ Design wins converting to revenue as Blackwell ramps and later as Rubin enters deployment ◼ Rising power-interconnect mix — power d
Slide 8: Phased Architecture Drives Continuous Interconnect Upgrades
II. Operational Highlights: Third Quarter 2025 Phased Architecture Drives Continuous Interconnect Upgrades ◼ Scale-out → active copper adoption accelerating as racks link across larger clusters ◼ Scale-up → power density exceeding 100kW puts HVDC and high-current interconnects at the center of desig
Slide 9: Subsystem Integration Expanding Spear-Tip Roles in Leading-Edge Tools
III. Corporate Highlights: Third Quarter 2025 Subsystem Integration Expanding Spear-Tip Roles in Leading-Edge Tools Long-cycle structural earnings driver ◼ Higher-value integration — growing content in EDS/FDS and full subsystem delivery ◼ Embedded earlier in tool roadmaps — supporting customers thr
Slide 10: Co-Architecting AI Infrastructure: Power + Data as One System
III. Corporate Highlights: Third Quarter 2025 Co-Architecting AI Infrastructure: Power + Data as One System ◼ AI architecture now demands co-optimized power + data delivery from grid to chip ◼ 800V HVDC + AEC + PCIe 6/7 transitions reshaping rack performance and reliability ◼ Neutral, platform-agnos
Slide 11: Q&A Thank You
Q&A Thank You © 2025 BizLink Group Confidential & Privileged 11
Slide 12: 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
Slide 13: 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%
Slide 14: 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
Slide 15: Contact us / Upcoming IR Activities
Upcoming IR Activities Stay Connected Bizlinktech.com Nov 07: TW, 3Q25 Results MS Hosted Nov 11: TW, CLSA Conference in @BizLink Group Nov 17: SG, UBS Roadshow Contact us Nov 17: HK, JPM Conference Nov 18: HK, BofA Roadshow Nov 19: SG, MS Conference Mike Wang Nov 24: Dubai, Jefferies Conference Seni