Slide 1: Qisda Corporation Investor Conference: 2026 Q2 Results
Qisda Corporation Investor Conference: 2026 Q2 Results AUG. 10, 2026 1 Confidential. © Qisda Corporation, all rights reserved.
Slide 2: Participants
Participants Chairman Peter Chen President Cally Ko CFO Jasmin Hung GM, Information Technology Business Group Daniel Hsueh GM, Commercial & Industrial Business Group Lawrence Song GM, Medical Business Group Harry Yang GM, Business Solutions Group Joshua Tzeng GM, Networking & Communication Business
Slide 3: Agenda
Agenda 1. Company Profile CFO Jasmin Hung 2. 2026 Q2 Financial Results Chairman Peter Chen 3. Business Update and Outlook President Cally Ko GM of each Business Group 4. Q&A 3 3 Confidential. © Qisda Corporation, all rights reserved.
Slide 4: Safe Harbor Notice
Safe Harbor Notice We have made forward-looking statements in the presentation. Our forward- looking statements contain information regarding, among other things, our financial conditions, future expansion plans and business strategies. We have based these forward-looking statements on our current e
Slide 5: 1. Company Profile
1. Company Profile CFO Jasmin Hung 5 Confidential. © Qisda Corporation, all rights reserved.
Slide 6: Qisda Group
Qisda Group Qisda is a global technology group with businesses spanning information technology, medical, smart business solutions, and networking communication. Year Established 1984 Manufacturing Sites: 2026 1H Revenue IPO Year 1996 Taiwan, China, Vietnam NTD$ 104.3B (USD$ 3.3B) (Ticker 2352) Sales
Slide 7: 2. 2026 Q2 Financial Results
2. 2026 Q2 Financial Results CFO Jasmin Hung 7 Confidential. © Qisda Corporation, all rights reserved.
Slide 8: Revenue Breakdown – 2026 1H
Revenue Breakdown – 2026 1H NTD (till 2026 Q2) BSG Medical NCG c c c 21.4B (21%) 15.8B (15%) 10.5B (10%) IT_Original IT_HVA Others c c c 43.8B (42%) 7.5B (7%) 5.3B (5%) 8 Confidential. © Qisda Corporation, all rights reserved.
Slide 9: 2026 Q2 Financial Highlights
2026 Q2 Financial Highlights 1H revenue and profit attributable to Qisda both increased YoY : Revenue increased by 1%, profit attributable to Qisda increased by 9%, and increased by 200% compared to the second half of last year. Q2 profit attributable to Qisda increased YoY and QoQ : Q2 revenue
Slide 10: Consolidated Statement of Comprehensive Income (Quarterly)
Consolidated Statement of Comprehensive Income (Quarterly) YoY QoQ 2026 Q2 2025 Q2 2026 Q1 Unit : NT$ Million amt g% amt g% Net Sales 52,730 100% 53,464 100% (734) -1% 51,541 100% 1,189 2% Cost of Goods Sold (43,622) (44,837) 1,214 (42,949) (673) Gross Margin 9,108 17.3% 8,627 16.1% 481 6% 8,593 16.
Slide 11: Consolidated Statement of Comprehensive Income (First Half)
Consolidated Statement of Comprehensive Income (First Half) YTD YoY 2026 1H 2025 1H Unit : NT$ Million amt g% Net Sales 104,272 100% 103,211 100% 1,061 1% Cost of Goods Sold (86,571) (85,962) (609) Gross Margin 17,701 17.0% 17,249 16.7% 452 3% Operating Expenses (16,357) -15.7% (15,488) -15.0% (869)
Slide 12: Consolidated Balance Sheet Highlights
Consolidated Balance Sheet Highlights QoQ YoY 2026.06.30 2026.03.31 2025.06.30 Unit : NT$ Million amt g% amt g% Cash & Equivalent 25,078 11% 22,473 11% 2,606 12% 24,591 12% 488 2% Other Financial Assets 11,515 5% 7,799 4% 3,716 48% 2,878 1% 8,637 300% Accounts Receivable 36,273 16% 39,285 19% (3,012
Slide 13: Financial Ratios
Financial Ratios 2026.06.30 2026.03.31 QoQ 2025.06.30 YoY AR Turnover (Days) 68 70 -2 73 -5 Inventory Turnover (Days) 102 98 +4 90 +12 AP Turnover (Days) 72 72 +0 69 +3 Cash Conversion Cycle (Days) 98 96 +2 94 +4 Current ratio 115% 115% +0 % 118% -3 % 13 Confidential. © Qisda Corporation, all rights
Slide 14: Financial Trends
Financial Trends Q2 Revenue 52.7B, Gross Margin 17.3%. 1H YoY: Revenue +1.1 B, +1%; GM% +0.3% NT$ 100M Revenue NT$ 100M Operating Income (OI) 1,000 20 g% 7% -2% -1% -1% 2% g% -24% 7% -25% 13% -6% 500 10 535 525 522 515 527 7.6 8.2 6.9 6.5 6.1 0 0 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q2'25 Q3'25 Q4'25 Q
Slide 15: Business Group Revenue Trend
Business Group Revenue Trend High value-added (HVA) BSG Medical g% QoQ 15% 3% g% QoQ 18% -3% -1% 10% 13% g% QoQ 7% -3% 7% -6% 10% -2% -1% 7% NT$ 100M NT$ 100M NT $ 100M YoY 7% YoY 19% YoY 8% 300 150 150 250 200 100 100 150 267 270 266 286 262 113 100 50 95 92 92 101 50 77 75 80 75 83 50 0 0 0 Q2'25
Slide 16: Qisda Group's Listed Companies Results (YoY)
Qisda Group’s Listed Companies Results (YoY) 2026 1H 2025 1H YoY Differences Business Controlling Aggregate Revenue Net Income EPS Revenue Net Income EPS Revenue Net Income EPS Company YoY% YoY% Group Ratio Ratio (NTD Million) (NTD Million) (NTD) (NTD Million) (NTD Million) (NTD) (NTD Million) (NTD
Slide 17: 3. Business Update and Outlook
3. Business Update and Outlook Chairman Peter Chen President Cally Ko GM of each Business Group 17 Confidential. © Qisda Corporation, all rights reserved.
Slide 18: 2026 Q3 Outlook
2026 Q3 Outlook Global Economic Outlook Industry Trends The global economy is expected to grow AI Vision & Display ： moderately, while AI momentum Demand for professional and smart applications remains strong. continues to grow. Uncertainties surrounding geopolitical AI Infrastructure ： conflicts an
Slide 19: Qisda Business Categories
Qisda Business Categories 1. AI Vision & Display 2. AI Infrastructure • Monitor • AI Datacenter • Advanced Display Infrastructure • Edge Infrastructure • Advanced Vision • Industrial Computing • Drone • Connectivity • Satellite-related • Thermal 3. AI Solutions & Smart Manufacturing 4. AI Hospital &
Slide 20: Qisda Business Categories
Qisda Business Categories 3. AI Solutions & 4. AI Hospital & 1. AI Vision & Display 2. AI Infrastructure Smart Manufacturing Wellness Ecosystem • Advanced Display • Liquid Cooling AI Server • Top 3 CSP Integrator • Smart Hospital • Sports Simulation Projector • 1.6T Liquid Cooling Switch • Industria
Slide 21: Qisda Group's AI business Landscape
Qisda Group’s AI business Landscape Building an integrated AI system landscape that spans diverse industries 1. AI 1. AI Vision 2. AI Infrastructure 3. AI Solutions 4. Smart 5. Smart 6. Smart and Display Manufacturing retail and F&B Healthcare Innovation led by Connects critical Deployment Transform
Slide 22: Qisda Group Display Business Landscape: From General-Purpose to Specialized
Qisda Group Display Business Landscape: From General-Purpose to Specialized A Spectrum Layout Beyond Limits: From Everyday Office to Life-Critical Precision Vision Professional Tasks Everyday Applications Life-Critical Professional & Rugged Data Image General & Specialized Premium Qisda Medical & Li
Slide 23: Commercial & Industrial Business Group (CIG)
Commercial & Industrial Business Group (CIG) Space Physical AI Biosphere • LEO Satellite Subsystem Components • CubeSat (Cube Satellite Pla orm) Sky: Autonomous Vision • Drone Gimbal Vision Module • High-end Controller and FPV Goggles Land: Physical AI and AI Healthcare • Large Direct-View LED Displ
Slide 24: Business Solution Group (BSG)
Business Solution Group (BSG) AI Data Center Addressing the wave of data center upgrades, integrated solutions — comprising AI liquid-cooled servers, AI liquid-cooled switches, and racks—resolve heat dissipation issues associated with high-performance computing. Shipments of L6–L10 products are unde
Slide 25: Networking & Communication Business (NCG)
Networking & Communication Business (NCG) High-Speed Networking Infrastructure for the AI Era Delivering high-speed switch, wireless broadband connectivity, and system integration to empower AI data centers and next-generation networking applications. Solutions Hi-Speed Switches 400G / 800G / 1.6T A
Slide 26: Medical Business
Medical Business Vision: Build a healthcare ecosystem powered by smart technology and distribution channels; integrate Med-Pharma products, services, and data to become a globally leading healthcare industry platform. AI Hospital & Wellness Ecosystem Medical Service Retail & Distribution Equipment H
Slide 27: Business Updates (I)
Business Updates (I) 1. AI Vision & Display Integrated Multi-Display Professional AI Display for Solution Rugged Displays unmanned Vehicles Seamless Multi-Display Rugged Marine Display Solutions Outdoor Rugged Ground Control Integration IP66 waterproof, dustproof, salt-spray Station for Drones Suppo
Slide 28: Business Updates (II)
Business Updates (II) 2. AI Infrastructure Server Thermal Solutions Edge Computing AI Server Two-Phase Cooling Solutions Edge AI Computing Solutions Strong demand; mass Covering both chip-level and Accelerating deployment across production targeted by year-end rack-level cooling industrial, robotics
Slide 29: Business Updates (III)
Business Updates (III) 3. AI Solutions & Smart Manufacturing Smart MFG Smart Retail Outdoor Robotics Robot Joint Module Unmanned Stores in Europe Autonomous Mobile Robots 40% smaller footprint with high precision and the U.S. (AMRs) and customization flexibility Accelerating the adoption of SoC Depl
Slide 30: Business Updates (IV)
Business Updates (IV) 4. AI Hospital and Wellness Ecosystem Smart Rehabilitation Pet Care Senior Care Center IQMR AI-Powered Liquid Biopsy for Pet Cancer Suzhou Senior Care Center Rehabilitation System Enables early screening through a simple blood test Smart health care services Real-time measureme
Slide 31: New Product Launch (I)
New Product Launch (I) AI Vision & Display AI Smart Ultrasound Solution Smart Fish Finder • Integrates AI computing, cloud services, • Integrates AI computing, cloud services, • Integrates a rugged display, and high-performance display and advanced ultrasound technologies ultrasonic sonar, and Edge
Slide 32: New Product Launch (II)
New Product Launch (II) iScreenBar Golf & Soccer Simulation Projector Professional Gaming Display • The world’s first monitor light designed • The world’s first sports simulation projector • 360Hz refresh rate with fast TN specially for iMac. with a built-in APU panel technology. • Minimalist crafts
Slide 33: 4. Q&A
4. Q&A Confidential. © Qisda Corporation, all rights reserved.
Slide 34: Confidential. © Qisda Corporation, all rights reserved.
Confidential. © Qisda Corporation, all rights reserved.