E-Lead Electronic
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E-Lead Electronic (2497) investor relations material

E-Lead Electronic Investor presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor presentation summary20 Nov, 2025

Company overview and operations

  • Operates R&D and manufacturing sites in Taiwan, Jiangsu (China), Thailand, and India, focusing on automotive electronics and optical products.

  • Product lines include HUDs, ARHUDs, infotainment, ADAS, digital clusters, e-mirrors, and accessories for passenger, commercial, and special purpose vehicles.

  • Major markets span Mainland China, Southeast Asia, India, Europe, America, Oceania, and Africa.

Product innovation and market position

  • Offers advanced HUD solutions: WHUD, 2D/3D ARHUD, spatial vision HUD, and see-through HUD.

  • Ranked among top AR HUD suppliers in China, holding a 21.82% market share in 2024.

  • Integrates smartphone NFC for seamless infotainment connectivity and leverages new IVI SOC for advanced ADAS features without extra hardware.

  • Provides smart accessories like rotary knobs and wireless chargers supporting dual-device charging.

Financial performance

  • Quarterly revenue ranged from NT$841 million to NT$1.35 billion between Q4 2023 and Q3 2025.

  • Gross margin fluctuated between 24.15% and 29.44% over the same period.

  • Basic EPS peaked at NT$0.98 in Q4 2024, with a dip to -NT$0.16 in Q2 2025.

  • Operating expenses remained stable, mostly between NT$163 million and NT$198 million per quarter.

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