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Visual31 Oct 2025
Three decades of Rolls-Royce
BizLink (3665) investor relations material
BizLink Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary20 Aug, 2025
Executive summary
Sales mix has shifted toward high-specification, mission-critical, multi-year programs, with HPC and capital equipment now comprising around 45% of first half 2025 revenue, up from under 25% in 2022.
Customer base is transitioning from transactional OEMs to global hyperscalers, semiconductor toolmakers, and platform developers, emphasizing deeper design partnerships and long-term engagements.
Achieved record highs in revenue, net income, and EPS for Q2 2025, with net income more than doubling year-over-year and surpassing one share capital for the first time.
AI infrastructure and HPC demand remain strong, with AI-related revenue now over 50% of the HPC segment, while capital equipment activity is expanding at a slower pace.
Operating margin reached a record high this quarter, supported by scalable infrastructure, operational efficiency, and a 14% OpEx ratio.
Financial highlights
Q2 2025 revenue reached NT$16,933 million, up 30% year-over-year and 5% quarter-on-quarter, with gross margin at 31.12% and operating margin at 16.93%.
Net profit for Q2 2025 was NT$2,024 million, and EPS was NT$10.54, both setting new records.
Gross margin and operating margin have shown consistent improvement year-over-year and sequentially, driven by a richer product mix and efficiency gains.
Opex ratio held at 14%, supporting scalable infrastructure and growth.
Cash conversion cycle has remained stable at 100–110 days over the past five quarters, reflecting strong operational control and liquidity.
Outlook and guidance
Multi-year program visibility extends into 2026–2028, especially in AI infrastructure and semiconductor systems.
No quantitative forward-looking comments were provided, but qualitative statements indicate a cautious approach to CapEx timing, especially for front-end equipment.
AI infrastructure build-out is expected to continue in multi-year, multi-phase waves, with ongoing opportunities in both HPC and capital equipment.
CapEx intensity is expected to trend higher through 2027, with investments focused on aligning global footprint and technical capabilities with maturing platforms.
Outlook for 2H 2025 is relatively subdued, particularly in Electrical Appliance, with some segments facing moderated momentum.
HPC/SPE divergence: 2025-2026 growth drivers?
When do new AI products become margin accretive?
How does Bizmates differentiate in evolving AI power infrastructure?
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Q3 20257 Nov, 2025
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