E Ink (8069) investor relations material

Executive summary

• Revenue, operating profit, and net profit reached record highs in H1 2026, with net profit and EPS showing strong year-over-year growth.

• Growth was driven by expansion in color e-readers, eNotes, ESL, digital signage, and ecosystem partnerships.

• Strategic focus on broadening ePaper adoption and ecosystem partnerships supported performance.

• Continued investment in R&D and talent development to support long-term growth and new applications.

• Recognition for sustainability and governance, including S&P Global Sustainability Yearbook and FTSE4Good inclusion.

Financial highlights

• H1 2026 revenue: TWD 18.8 billion (NTD 18,850 million), up 1% year-over-year; Q2 2026 revenue: TWD 10.2 billion, down 4% year-over-year.

• H1 2026 operating profit: TWD 6.36 billion, flat year-over-year; operating margin: 34%.

• H1 2026 net profit: TWD 6.52 billion, up 26% year-over-year; EPS: TWD 5.65, up from TWD 4.50 in H1 2025.

• Cash and financial assets reached TWD 80.3 billion in Q2 2026.

• Total assets grew to TWD 120.9 billion, up 23% year-over-year.

Outlook and guidance

• Full-year 2026 revenue growth guidance revised from 20%-25% to 10%-15% due to increased memory costs impacting CE segment.

• Continued investment in R&D and talent to support new applications and market expansion.

• Focus on broadening ePaper adoption across commercial, public transit, and smart surface applications.

• Strategic shift from modules to ePaper materials to enable ecosystem growth.

• Gross profit margin for 2026 expected to be in the 55%-59% range.