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DATA IMAGE Call Transcript 2026
52303_rns_2026-03-25_30334641-c814-464b-b3c7-90e023cb5bc3.pdf
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Data Image Corporation
Investor Conference
DATA IMAGE Corporation 眾福科技股份有限公司 Mar. 25,2026
DATA IMAGE CREATIVE | INTEGRATED | INNOVATIVE
Participants
DATA IMAGE
President Sales Director Senior R&D Director CFO
Phil Yu Amy Lien Jackie Yeh Danny Yen
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Agenda
DATA IMAGE
- Company Profile
- 2025 Q4 Financial Results
- Business Update and Outlook
- Q&A
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Safe Harbor Notice
DATA IMAGE
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 expectations and projections about future events. Although we believe that these expectations and projections are reasonable, such forward-looking statements are inherently subject to risks, uncertainties, and assumptions about us.
We undertake no obligation to publicly update or revise any forward-looking statements whether as a result of new information, future events or otherwise. In light of these risks, uncertainties and assumptions, the forward-looking events might not occur and our actual results could differ materially from those anticipated in these forward-looking statements.
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1. Company Profile
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DATA I MAGE
Data Image Corporation
DATA IMAGE
Focused on the design and manufacturing of outdoor weatherproof and rugged displays, meeting the needs of global customers.
| Year Established | 1997 |
|---|---|
| IPO Year (Ticker 3168) | 2024 |
| Capital (NTD) | 0.75B |
| No. of Employees | 580+ |
Global Presence
Manufacturing Sites : Taiwan, China, (Vietnam)
Sales Offices : +10 Locations Worldwide
R&D Centers : Taiwan, China
2025 Revenue NTD 34.34 B(USD$ 110M)
2024 Revenue NTD 34.18 B(USD$ 107M)
Revenue Breakdown by Area (2025 YTD): Asia 34% Americas 42% Europe 24%
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2. 2025 Q4 Financial Results
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DATA 1MAGE
Consolidated Statement of Comprehensive Income (Quarterly)
DATA IMAGE
Unit: NT$ Million
Net Sales Cost of Goods Sold Gross Margin Operation Expenses Operation Income Net non-operating Income Profit before Tax Net Income Net income attributable to DI EPS(NT$) (a)
| 2025 Q4 | 2024 Q4 | YoY | 2025 Q3 | QoQ | |||||
|---|---|---|---|---|---|---|---|---|---|
| amt | g% | amt | g% | ||||||
| 849 | 100% | 795 | 100% | 54 | 7% | 881 | 100% | (32) | -4% |
| (635) | (593) | (42) | (666) | 31 | |||||
| 214 | 25% | 202 | 25% | 12 | 6% | 215 | 25% | (1) | 0% |
| (139) | -16% | (129) | -16% | (9) | (139) | -16% | 0 | ||
| 76 | 9% | 73 | 9% | 3 | 3% | 76 | 9% | (0) | 0% |
| 7 | 4 | 3 | 5 | 2 | |||||
| 83 | 10% | 77 | 10% | 6 | 7% | 81 | 9% | 2 | 3% |
| 66 | 8% | 59 | 7% | 7 | 13% | 63 | 7% | 3 | 4% |
| 50 | 6% | 47 | 6% | 3 | 7% | 60 | 7% | (10) | -16% |
| $0.67 | $0.60 | $0.07 | $0.78 | -$0.11 |
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Consolidated Statement of Comprehensive Income (YTD)
DATA IMAGE
Unit: NT$ Million
Net Sales Cost of Goods Sold Gross Margin Operation Expenses Operation Income Net non-operating Income Profit before Tax Net Income Net income attributable to DI EPS(NT$)(a)
| 2025 | |
|---|---|
| 3,434 | 100% |
| (2,577) | |
| 857 | 25% |
| (551) | -16% |
| 306 | 9% |
| 2 | |
| 308 | 9% |
| 246 | 7% |
| 200 | 6% |
| $2.61 | |
| 2024 | |
| --- | --- |
| 3,418 | 100% |
| (2,563) | |
| 856 | 25% |
| (529) | -15% |
| 326 | 10% |
| 6 | |
| 332 | 10% |
| 271 | 8% |
| 223 | 7% |
| $2.93 | |
| YTD YoY | |
| --- | --- |
| amt | g% |
| 16 | 0% |
| (14) | |
| 2 | 0% |
| (22) | |
| (20) | -6% |
| (4) | |
| (24) | -7% |
| (25) | -9% |
| (23) | -10% |
| -$0.32 |
(a) EPS was calculated based on total weighted-averaged outstanding shares.
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Product applications
DATA IMAGE
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Consolidated Balance Sheet Highlights
DATA IMAGE
Unit: NT$ Million
| | 2025.12.31 | | 2025.09.30 | | QoQ amt g% | | 2024.12.31 | | YoY amt g% | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Cash & Equivalent | 1,025 | 28% | 907 | 25% | 117 | 13% | 1,306 | 35% | (281) | -22% | | Accounts Receivable (Including the relaete parties) | 741 | 20% | 843 | 24% | (102) | -12% | 710 | 19% | 31 | 4% | | Inventory | 679 | 18% | 614 | 17% | 65 | 11% | 542 | 14% | 137 | 25% | | Property, plant and equipment | 770 | 21% | 757 | 21% | 13 | 2% | 776 | 21% | (7) | -1% | | Total assets | 3,680 | 100% | 3,563 | 100% | 116 | 3% | 3,754 | 100% | (74) | -2% | | Accounts Payable | 519 | 14% | 532 | 15% | (13) | -2% | 405 | 11% | 115 | 28% | | Current liabilities | 1,043 | 28% | 1,017 | 29% | 26 | 3% | 904 | 24% | 139 | 15% | | Non-current liabilities | 68 | 2% | 73 | 2% | (4) | -6% | 74 | 2% | (6) | -8% | | Equity | 2,568 | 70% | 2,474 | 69% | 94 | 4% | 2,776 | 74% | -208 | -7% |
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Key Financial Ratios (Consolidated)
DATA IMAGE
| 2025.12.31 | 2025.09.30 | 2024.12.31 | |
|---|---|---|---|
| AR Turnover(Days) | 77 | 82 | 67 |
| Inventory Turnover(Days) | 86 | 81 | 81 |
| AP Turnover(Days) | 67 | 67 | 57 |
| Cash Conversion Cycle(Days) | 96 | 96 | 91 |
| Current ratio | 244% | 241% | 289% |
| ROE(annualized)(a) | 9% | 9% | 11% |
(a)Annualized net income/Average total equity
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- Business Update and Outlook
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DATA 1MAGE
Essential Features of Product Strategy
DATA IMAGE
Marine
Vehicle
Industrial
Vertical Integration • Embedded HMI Solutions
Medical
Outdoor / Rugged / Weather-Resistant Display Module • Horizontal Market Expansion
-
Advantages of Optical Banging
-
Marine-Grade Waterproof Touch Technology
-
MCU-Platform Embedded
-
HMI System Integration
-
Open-Frame Monitor
-
All-Weather Touch Functionality Local Dimming
-
Deepen relationships with existing customers
-
Further expand our market share in medical displays
-
Provide integrated solutions
-
Lean manufacturing and technological synergies
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Essential Features of Product Strategy
DATA IMAGE
Professional Coating
Optical Bonding
Local Dimming
Extreme Weather Resistance
Focusing on optical bonding, advanced touch technology, and system integration, we expand outdoor rugged, weather-resistant, and professional display module systems
Embedded MCU system integration
Complete System Thermal Management Solution
FPD-Link display modules
Hover Touch
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Product Development Direction and Embedded World 2026
DATA IMAGE
Rugged FPD-Link display solutions for marine applications
AC/DC EV charging applications integrating HMI and PID
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Business Highlights and Outlook
DATA IMAGE
Marine
- Newly developed marine products (23"–27") have been gradually validated by customers and are expected to start contributing to revenue in Q2.
- New marine instrument products: electric boats, personal watercraft, and fish finders, currently in design and under customer validation.
Vehicle
- All-terrain vehicle instruments: 7"–12" models have passed the second-stage validation and are scheduled for mass production in H2 2026.
- Innovative Vehicle Project – Smart Instrument for Special Vehicles: design validation is in progress, with trial production scheduled for H2 2026.
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Business Highlights and Outlook
DATA IMAGE
Industrial
- Large-size outdoor message boards (PID): 43", 55", and 65" models have completed validation and have started mass shipments.
- Unmanned boat console: 22" display, project officially launched.
- UAV console: 10" display, a key project leveraging group synergies, officially launched.
Medical
- Large-size medical displays: shipments are gradually increasing, with promising growth expected this year.
- Standard products have entered the market with competitive costs:
- Medical HMI: 23.8", 21.5", 15.6"
- Mini LED: 32"
- Surgical Displays FHD/4K: 43", 55", and 65"
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- Q&A
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DATA 1MAGE
Thank You
We Think Outdoor. We Are Rugged
Qisda Confidential. © DATA IMAGE Corporation, all rights reserved DATA IMAGE Corporation H.Q. 30F, No.93, Sec. 1, Xintai 5th Rd., Xizhi Dist., New Taipei City 221, Taiwan.
TEL: +886-2-2697-6808 FAX: +886-2-2697-5808
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