LTC — Investor Presentation 2026

Feb 25, 2026

Powering a Bright and Sustainable Future Together

永續共好.光耀未來

4Q25 Earnings Conference LITEON Technology

2 0 2 6 / 0 2 / 2 5

Agenda

• Host

Julia Wang, IR Senior Director

• Operation Plan and Growth Strategy Anson Chiu, President
• 4Q25 Results KT Lim, CFO
• Q&A

Anson Chiu, President KT Lim, CFO

Safe Harbor Notice

LITEON Technology's statement of its current expectations are forward-looking statements which are subject to significant risks and uncertainties. Actual results may differ materially from those contained in any forward-looking statements.

本資料係依據國際財務報導準則 IFRS 編制

Operation Plan and Growth Strategy

© LITE-ON Technology Corporation. All Rights Reserved.

Strategy and Vision

Growth strategy and milestones

• 1. Cloud Computing strong demand continues to drive 33kW Power Shelf and BBU growth. The 50V DC PR is in mass production, the 800V DC PR is under testing, and the new-generation platform is expanding the lineup, with the 110kW Power Shelf will soon enter mass production, supporting AI revenue to exceed 30% this year. At 2026 GTC, we will reveal 800V DC megawatt PR and liquid cooling system integrated solution for next-generation high-power computing. 1
• 2. Expanding 5G+ networking and AI footprint by announcing a tender offer for U-MEDIA, and integrating FWA, core technologies, and R&D to broaden our global customer base and drive long-term synergies. At 2026 MWC, we will showcase 5G and AI-RAN integration achievements, presenting enterprise private-network deployments across Europe, Taiwan, Japan, and South Korea, further strengthening our position in enterprise communications and AI-RAN applications. 2
• 3. Accelerating global expansion by increasing CAPEX and core business capacity, with investments in Taiwan, North America, and Vietnam to strengthen global manufacturing resilience, meet local market and customer needs. 3

Outlook for 1Q26

Yearly and quarterly growth from core business, mainly driven by:

• 1. Shipments of high-end AI server power solution including power management, energy storage systems, and integrated power racks has increased yearly and quarterly. 1
• 1. High-end invisible LEDs for infrared sensing, industrial automation, AI power and energy management systems together with advanced visible, miniaturized LED indicators for AI servers and switches — are seeing solid demand. 2
• 1. High-end IT power supplies for industrial and low-orbit satellite applications are seeing rising shipments, with LITEON as a key supplier. 3

2026 LITEON® U AT POWERING THE 800 VDC ARCHITECTURE

Location

San Jose McEnery Convention Center

Date March 16-19, 2026

Booth #635 MWC Barcelona 2026

LITEON X LAMWC

NDRIVEN E

ENABLING TRUSTED, RESILIENT NETWORKS

DATE March 2-5

LOCATION Fira Gran Via, Barcelona BOOTH #5J53

4Q25 Financial Results

4Q25 三大事業部門營運成果 Segements Results $3 \mid 4$ $\overline{2}$ $1¹$

Unit: NT\$ M

Profitable growth in Core Business & Margin Expansion annually by high value business since 2021

4Q25 & 2025 Executive Summary

【4Q25】

• Q4 sales of NT\$44.4 billion, up 16% YoY; the Cloud & AIoT delivered over 30% yearly growth.
• Gross Profit up 18% YoY, Gross Margin were 21.7%, up 0.4 ppt YoY ; Operating Profit up 33% YoY, Operating Margin were 10.5%, up 1.4 ppt YoY, resulting from synergies of enhanced high-value business, operational efficiency and intensive supply chain collaboration.
• Q4 Net profits reached NT\$3.86 billion and EPS of NT\$1.7, up 27% YoY.

【2025】

• 2025 consolidated sales reached NT\$166.1 billion, up 21% YoY; Gross Profit up 28% YoY, Gross Margin were 22.9%, up 1.3 ppt YoY;
• Operating Profit up 29% YoY, Operating Margin were 10.1%, up 0.7 ppt YoY; Net profits reached NT\$15.1 billion; EPS of NT\$6.64, up 27% YoY.

【2025 Core businesses 】

• Thanks to increased shipments of cloud computing products for AI server power management and energy storage solutions, cloud-related business has achieved over 70% revenue growth.
• Core application in Opto-semiconductors strengthened, driven by high-end invisible and visible LED in cloud computing.

• Portfolio optimization in IT&CE, coupled with increasing shipments of LEO satellite power supplies and intelligent input peripherals.

• BOD approved the fourth quarter of 2025 cash dividend of NT\$3 per share.

• Including the NT\$2 cash dividend per share in the first half of 2025, the cash dividend of 2025 FY reaches NT\$5 per share.
• LITEON's dividend policy will be flexible, considering financial, business and operational plans.

Period	2021	2022	2023	2024	2025
(NT\$) Dividend Share Per	4 5	4 5	4 5	4 5	5 0
(NT\$) EPS	6 01	6 19	6 36	21 5	6 64
Ratio Payout	75%	73%	71%	86%	75%

Powering a Bright and Sustainable Future Together