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SINBON Electronics (3023) investor relations material
SINBON Electronics Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
2Q 2026 net sales were NTD 9,018.6M, up 8.8% sequentially and 16.6% year-over-year.
Net income for 2Q 2026 reached NTD 903.4M, a 4.4% increase sequentially and 19.0% year-over-year.
For the six months ended 30 June 2026, revenue was NT$17,311,456 thousand, up from NT$15,894,761 thousand year-over-year.
Gross margin remained stable at 24.5% in 2Q 2026 and for the six months.
Basic EPS for 2Q 2026 was NTD 3.76; for the six months, basic EPS was NT$7.37.
Financial highlights
1H 2026 revenue totaled NTD 17,386.8M.
2025 annual revenue was NTD 31,023.9M, down 6.2% from 2024.
2025 net income was NTD 3,125.0M, with a net margin of 10.1%.
2025 basic EPS was NTD 13.02.
Total assets as of 30 June 2026 were NT$35,081,604 thousand, up from NT$28,662,213 thousand as of 30 June 2025.
Outlook and guidance
Revenue growth in 2Q 2026 driven by strong performance in industrial, medical, and automotive segments.
Management highlights ongoing innovation and expansion in sustainable industries.
The company expects to recognize NT$2,976,002 thousand in revenue from unsatisfied performance obligations over the next five years.
- Higher sales and cash flow accompanied sharply higher credit-loss expense.3023
Q4 2023 - 1Q 2026 net sales rose 9% QoQ to NTD 8.29B, with strong margins and a qualified audit review.3023
Q1 2026 - Revenue and net income fell, but cash reserves and segment diversity remain strong.3023
Q4 2025 - Net income fell to NT$2,405,638 thousand on lower revenue and a qualified review opinion.3023
Q3 2025 - Revenue and net income fell, but cash flow and dividends remained strong amid audit qualifications.3023
Q2 2025 - Net income and margins improved in 2024, with Communication growth and a qualified audit opinion.3023
Q3 2024 - Net income for H1 2024 rose 13% to NTD 1.85 billion, with stable margins and strong segment results.3023
Q2 2024 - 2024 net income up 7.5% to NT$3,529M, with strong equity and cash dividends.3023
Q1 2025 - 2024 net income rose up to 14% to NTD 3.53B, led by communication and industrial growth.3023
Q4 2024
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