CHENBRO — Investor Presentation 2026

Jun 1, 2026

CHENBRO

Whatever's Inside

CHENBRO Outside

Chenbro Micom 2026Q1 Investor Presentation

May 2026

ir@chenbro.com

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Safe Harbor Notice

• This presentation contains certain forward-looking statements that are based on current expectations and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements.
• Except as required by law, we undertake no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise.
• The financial numbers presented are based on International Financial Reporting Standards (IFRS). Consolidated numbers were CPA reviewed / audited.

CHENBRO
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26Q1 Results

Highlight

Revenue

NT$ 7,107M
QoQ +5.4%
YoY +71.1%

Gross Profit

NT$ 2,333M
QoQ +17.1%
YoY +94.6%
GM 32.8%

Operating Profit

NT$ 1,779M
QoQ +32.3%
YoY +101.0%
OPM 25.0%

EPS

NT$10.73
QoQ +24.6%
YoY +94.0%

CHENBRO
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Revenue Breakdown

By Product

By Geography

CHNBRO

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2026Q1 - Quarterly Income Statement

(NT$Mn)	26Q1	25Q4	QoQ	25Q1	YoY
Net Revenue	7,107	6,740	5.4%	4,154	71.1%
Gross Profit	2,333	1,992	17.1%	1,199	94.6%
Operating Profit	1,779	1,345	32.3%	885	101.0%
Non-Operating Income(Loss)	13	100	(87.0%)	18	(27.8%)
Pretax Profit	1,792	1,445	24.0%	903	98.4%
Tax Expenses	427	336	27.1%	226	88.9%
Net Profit to Parent	1,336	1,069	25.0%	667	100.3%
EPS(NT$)	10.73	8.61	24.6%	5.53	94.0%
Key Financial Ratios	26Q1	25Q4	QoQ	25Q1	YoY
Gross Margin	32.8%	29.6%	10.8%	28.9%	13.5%
Operating Expense Ratio	7.9%	9.5%	(16.8%)	8.8%	(10.2%)
Operating Margin	25.0%	20.0%	25.0%	21.3%	17.4%
Net Margin to Parent	18.8%	15.9%	18.2%	16.1%	16.8%
Effective Tax Rate	23.8%	23.3%	2.1%	25.0%	(4.8%)

CH

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2026Q1 - Consolidated Balance Sheet

(NT$Mn)	2026.03.31	2025.12.31	QoQ	2025.03.31	YoY
Total Assets	26,596	23,456	13.4%	18,144	46.6%
Cash (Note)	8,589	5,924	45.0%	5,133	67.3%
NR & AR	7,011	6,459	8.5%	4,084	71.7%
Inventories	3,547	3,925	(9.6%)	2,671	32.8%
Fixed Assets	6,334	5,998	5.6%	5,420	16.9%
Total Liabilities	13,761	12,380	11.2%	10,133	35.8%
Total Bank Loans	3,128	2,921	7.1%	2,722	14.9%
Bonds payable	1,416	0	100.0%	965	46.7%
NP & AP	5,497	6,196	(11.3%)	4,237	29.7%
Total Equity	12,614	10,885	15.9%	7,911	59.4%
Key Financial Ratios	2026.03.31	2025.12.31	QoQ	2025.03.31	YoY
---	---	---	---	---	---
AR Turnover Days(a)	86	84	2.4%	85	1.2%
Inventory Turnover Days(b)	71	72	(1.4%)	75	(5.3%)
AP Turnover Days(c)	120	117	2.6%	123	(2.4%)
CCC Days(a+b-c)	37	39	(5.1%)	37	0.0%

CHANBKU

Note:

Confidential

(1) Including current financial assets at amortized cost, net-current/non-current.

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2026Q1 - Consolidated Cash Flow Statement

(NT$Mn)	26Q1	25Q1	YoY
Beginning Balance (Note)	5,924	4,541	30%
Cash inflow generated from operations	1,186	599	98%
Capital expenditures	(425)	(77)	451%
Proceeds from short-term/long-term debt	201	10	1910%
Proceeds from convertible bonds	1,623	0	100%
Others	80	60	33%
Ending Balance (Note)	8,589	5,133	67%

Note : Included Current/Non-current financial assets at amortised cost

CHNBRO
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Dividend Distribution

	2021	2022	2023	2024	2025
EPS(NT$)	5.62	8.32	9.03	16.05	29.06
Dividend(NT$)	3.00	4.00	5.00	7.50	14.00
Dividend Yield	4.6%	2.6%	1.7%	1.5%	1.6%
Payout Ratio	53%	48%	55%	47%	48%

【Notes】

• 2021-2024 yields are based on Chenbro's closing share price on the day before ex-dividend day.
• 2025 yield is based on Chenbro's closing share price on March 10, 2026.

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