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Lotes (3533) investor relations material
Lotes Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q2 2026 revenue was NT$9,568,829 thousand, up from NT$8,336,437 thousand YoY; net profit was NT$1,973,563 thousand versus NT$763,530 thousand.�
H1 2026 revenue reached NT$18,896,408 thousand, compared with NT$16,101,931 thousand; net profit was NT$4,404,897 thousand versus NT$3,061,845 thousand.�
The interim financial statements received an auditors’ review conclusion stating nothing came to their attention indicating material misstatement; this was a review, not an audit opinion.�
Financial highlights
Q2 gross profit was NT$4,350,784 thousand, with gross margin of 45% versus 51% YoY; operating profit was NT$2,102,728 thousand versus NT$2,598,502 thousand.�
H1 gross profit was NT$8,972,368 thousand, with gross margin of 47% versus 51%; operating profit was NT$4,811,194 thousand versus NT$5,049,222 thousand.�
H1 pretax profit was NT$5,601,110 thousand versus NT$4,091,139 thousand; income tax expense was NT$1,196,213 thousand versus NT$1,029,294 thousand.�
H1 operating cash flow was NT$4,593,369 thousand versus NT$5,729,218 thousand; ending cash was NT$13,982,858 thousand versus NT$12,499,891 thousand at Dec. 31, 2025.�
Segment performance
H1 server revenue rose to NT$10,114,143 thousand from NT$5,732,286 thousand YoY; desktop revenue declined to NT$3,012,640 thousand from NT$4,844,419 thousand.�
H1 automotive revenue was NT$1,383,295 thousand versus NT$1,065,121 thousand; notebook revenue was NT$1,634,499 thousand versus NT$1,795,603 thousand.�
H1 revenue by geography: Mainland China NT$12,001,647 thousand, other countries NT$5,078,696 thousand, and Taiwan NT$1,816,065 thousand.�
- Profit eased, but operating cash flow surged and year-end cash rose to NT$13.13bn.3533
Q4 2023 - Strong financials and innovation drive growth in high-speed connectors and automotive markets.3533
Investor presentation - Q1 2026 saw double-digit revenue growth and stable margins, led by strong server and overseas sales.3533
Q1 2026 - Revenue up 12% to NT$33.78B, but net profit fell to NT$7.95B with lower margins.3533
Q4 2025 - Revenue up, profit down; merger approved and NT$4.67B cash dividends distributed.3533
Q3 2025 - H1 2025 saw higher revenue, profit, and strong cash flow, with a solid equity base.3533
Q2 2025 - Q2 2024 net profit jumped 76% year-over-year on strong server and automotive sales.3533
Q2 2024 - Revenue and profit soared on robust server and automotive sales, with margin and EPS sharply higher.3533
Q3 2024 - Record profit and dividend as revenue and margins surge on strong connector demand.3533
Q4 2024
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