Aztech Global (8AZ) investor relations material

Executive summary

• Revenue for 2Q 2026 was $86.7 million, down 39.5% year-over-year but up 34% sequentially from 1Q 2026.

• Revenue for 1H 2026 was $151.4 million, down 18.4% year-over-year due to softer customer demand.

• Net profit for 2Q 2026 was $5.4 million, a 63% decrease year-over-year but a 35% increase quarter-over-quarter.

• Net profit for 1H 2026 was $9.4 million, a 41.7% decrease from $16.1 million in the prior year period.

• The Group remains profitable and maintains a strong financial position with net cash of $190.6 million after dividend payouts.

Financial highlights

• EBITDA for 2Q 2026 was $8.6 million, down 55.4% year-over-year but up 43.3% sequentially.

• Net profit margin for 2Q 2026 was 6.2%, down from 10.2% a year ago.

• Basic and diluted EPS for 2Q 2026 was 0.7 cents, down 62.8% year-over-year.

• Net cash from operating activities was $13.2 million, compared to net cash used of $8.8 million in the prior year.

• Dividend payout totaled $84.9 million, including a final and special dividend for FY2025.

Outlook and guidance

• Softer customer demand is expected for the second half of 2026, with gradual ramp-up from new product introductions.

• Revenue from new projects will not fully offset lower order volume from existing customers in the near term.

• Profitability expected to be maintained for FY2026, barring unforeseen circumstances.

• Focus remains on customer and revenue diversification, cost management, and supply chain planning.