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Faraday Investor Presentation 2026
52268_rns_2026-04-28_15dda8e9-9d21-4803-a2ad-4568bbde2891.pdf
Investor Presentation
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2026 1Q Investor Conference
April 28, 2026
FARADAY
Synergy for Excellence
Confidential
FARADAY
Agenda
- 1Q26 Financial Results
- Business Update
Confidential
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1Q26 Financial Results
FARADAY
Statements of Comprehensive Income
| Unit: NT$ Million | 1Q26 | 4Q25 | 1Q25 | QoQ % | YoY % |
|---|---|---|---|---|---|
| Revenues | 2,589 | 2,808 | 7,438 | -7.8% | -65.2% |
| IP | 413 | 412 | 403 | 0.1% | 2.4% |
| NRE | 537 | 931 | 454 | -42.3% | 18.4% |
| MP | 1,639 | 1,465 | 6,581 | 11.9% | -75.1% |
| Gross Profit | 1,225 | 1,184 | 1,508 | 3.4% | -18.8% |
| Operating Expenses | (1,117) | (1,103) | (1,139) | 1.2% | -2.0% |
| Operating Income | 108 | 81 | 369 | 34.3% | -70.7% |
| Non-operating Items | 83 | 209 | 86 | -60.2% | -3.1% |
| Income Tax | (56) | (68) | (103) | -17.4% | -45.4% |
| Net Income | 135 | 222 | 352 | -39.0% | -61.6% |
| Net Income Attributable to the Parent | 104 | 208 | 346 | -49.8% | -69.9% |
| EPS (NTD) | 0.40 | 0.80 | 1.33 | ||
| Gross Margin | 47.3% | 42.2% | 20.3% | ||
| Operating Margin | 4.2% | 2.9% | 5.0% | ||
| Net Income Margin | 5.2% | 7.9% | 4.7% |
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Synergy for Excellence
FARADAY
Condensed Balance Sheet
| Unit: NTS Million | 2026/3/31 | 2025/12/31 |
|---|---|---|
| Cash and Cash Equivalents | 8,381 | 7,266 |
| Notes and Accounts Receivable | 1,864 | 1,726 |
| Inventories | 1,120 | 955 |
| Total Assets | 20,896 | 18,932 |
| Notes and Accounts Payable | 2,124 | 1,649 |
| Current Liabilities | 5,733 | 4,684 |
| Total Liabilities | 6,486 | 5,403 |
| Stockholders’ Equity | 14,410 | 13,529 |
| A/R Turnover Days | 63 | 28 |
| Inventory Turnover Days | 69 | 28 |
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Business Update
FARADAY
Sales Breakdown by Billing Method
| NTS M | 1Q25 | 2Q25 | 3Q25 | 4Q25 | 1Q26 |
|---|---|---|---|---|---|
| IP | 403 | 289 | 413 | 412 | 413 |
| ■ NRE | 454 | 412 | 492 | 931 | 537 |
| ■ MP | 6,581 | 3,811 | 2,331 | 1,465 | 1,639 |
| Total | 7,438 | 4,512 | 3,236 | 2,808 | 2,589 |
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Synergy for Excellence
FARADAY
NRE/MP Breakdown by Application
- MM / Con / PC includes multimedia, consumer electronics and PC peripheral.
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FARADAY
NRE/MP Breakdown by Technology
NRE
MP
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FARADAY
Confidential information
The material is being disclosed to you pursuant to a non-disclosure agreement between you or your employer and Faraday. Information disclosed in this presentation may be used only as permitted under such an agreement.
Legal notice
The information contained in this presentation is intended to provide a general guide as to which product is suited for a given requirement and shows suggested product applications. Specified functions and properties for products are only valid when handling instructions and other stated conditions and recommendations have been considered and followed. All descriptions, illustrations and dimensions in the information represent general particulars and do not form part of any contract. All information is provided "as is", with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance. All information is subject to change without prior notice. Faraday assumes no responsibility whatsoever for any errors or inaccuracies about the information.
Confidential
Synergy for Excellence
www.faraday-tech.com
[email protected]
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