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Delta Electronics (2308) investor relations material
Delta Electronics Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Q2 revenue reached NT$124 billion, up 20% year-on-year and 4% sequentially, setting a record high despite currency headwinds.
Net profit after tax for Q2 was NT$13.9 billion, up 40% year-on-year and 36% quarter-on-quarter; Q2 EPS reached 5.37, a new high.
First half 2025 revenue was NT$242.9 billion, up 25% year-on-year, with net profit after tax at NT$24.2 billion, up 54% year-on-year.
Earnings per share for the first half were NT$9.31, up from NT$6.05 a year ago.
All financials prepared under IFRS and reviewed by CPA.
Financial highlights
Q2 gross profit was NT$44 billion, up 25% year-on-year, with gross margin at 35.5%, both at record highs.
Q2 operating profit was NT$18.7 billion, up 42% year-on-year and 33% sequentially; OP margin at 15.1%.
Q2 EBITDA reached NT$26.8 billion, up 24% year-on-year and 17% quarter-on-quarter.
Cash and cash equivalents as of June 30, 2025, were NT$139,528 million, up from NT$105,567 million a year earlier.
Dividends of NT$7.00 per share were declared for 2024 earnings.
Outlook and guidance
Second half of the year expected to outperform the first half if conditions remain stable.
Focus on margin improvement and growth in infrastructure and electronics, with ongoing investments in R&D and capacity.
The group is expanding its solution provider business model and investing in new production capacity in Thailand and Taoyuan City.
How did Mobility segment profits change?
Assess Infrastructure segment sales growth.
What drove investment losses in 2Q25?
Assess liquid-to-liquid cooling adoption challenges.
Elaborate on plans for containerized AI data centers.
How will R&D expense ratio be managed?
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Next Delta Electronics earnings date
Q3 202529 Oct, 2025
Next Delta Electronics earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
Delta Electronics Inc, commonly referred to as Delta, is a global leader in the design, manufacture, and sale of power and thermal management products and services. The company's vast product range includes power supplies, thermal management solutions, and electronic components, along with infrastructure for data centers, facial recognition access control systems, LED lighting, intelligent surveillance systems, automotive electronics, high-power motor drives, and industrial automation products. Delta caters to a wide array of sectors, including consumer electronics, healthcare, IT, home entertainment, transportation, education, and security. Delta Electronics is headquartered in Taipei, Taiwan, and its shares are listed on the Taiwan Stock Exchange.
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