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Visual21 Nov 2025
Data center suppliers
BizLink (3665) investor relations material
BizLink Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary11 Nov, 2025
Executive summary
Achieved NT$18.41B in total sales for 3Q25, with net profit of NT$2.63B and EPS of NT$13.51.
Sales and margins reached record highs, driven by strong execution amid the AI investment cycle and a significant shift in sales mix toward HPC and capital equipment, now 51% of total sales, up from 32% a year ago.
Growth was led by HPC and semiconductor production equipment, with sales up 31% QoQ and 179% YoY for HPC, and 1% QoQ and 36% YoY for capital equipment.
Diversified growth engines, with HPC & SPE leading, and industrial, healthcare, and automotive segments showing signs of recovery.
Positioned as a system enabler at the intersection of power, data connectivity, and applications, expanding into robotics, autonomous driving, and edge computing.
Financial highlights
Sales mix for HPC and capital equipment rose to 51% in Q3 2025 from 32% in Q3 2024.
Gross margin improved to 33.25% in 3Q25 from 28.20% in 2024; operating margin increased to 19.54% in 3Q25, up from 12.14% in 2024.
HPC sales increased 31% QoQ and 179% YoY; capital equipment sales up 1% QoQ and 36% YoY.
Other segments grew 6% YoY and 6% QoQ, with healthcare up 11% QoQ and 18% YoY.
Net profit margin for 2024 was 8.12%, with EPS of NT$25.41.
Outlook and guidance
No quantitative forward-looking guidance provided; qualitative outlook highlights multi-year AI infrastructure upgrade cycle.
Growth expected from continued AEC adoption, HVDC deployments, and 1.6T platform introduction in 2026.
Platform proliferation and ecosystem acceleration to drive early monetization and durable revenue visibility.
HVDC adoption expected to begin late 2026, with 800V scaling later; content value per rack rising.
Both copper and optical interconnects will coexist for several product generations.
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