Sonix Technology (5471) investor relations material

Executive summary

• Achieved strong year-over-year growth in both revenue and profitability for 2026 1H, driven by multimedia ICs and diversified product applications.

• Revenue for the six months ended June 30, 2026 was NT$1,708,141 thousand, up 29% year-over-year from NT$1,327,846 thousand.

• Net profit for the period was NT$201,769 thousand, a significant increase from NT$43,675 thousand in the prior year period.

• Product mix continues to shift toward consumer and multimedia segments, with MCU share slightly declining.

• Total comprehensive income for the six months was NT$228,364 thousand, compared to a loss of NT$29,004 thousand year-over-year.

Financial highlights

• 2026 1H net sales reached NT$1,708,141 thousand, up 29% year-over-year.

• Net income for 2026 1H was NT$201,769 thousand, a 362% increase year-over-year.

• EPS for 2026 1H was NT$1.20, up from NT$0.26 in 2025 1H.

• Cash and cash equivalents stood at NT$1,556,226 thousand at the end of 2026 1H.

• Operating profit for the six months was NT$174,287 thousand, up from NT$82,857 thousand year-over-year.

Outlook and guidance

• Multimedia ICs, especially webcam and laptop camera applications, are expected to remain key growth drivers.

• Expansion into new applications such as HPD, AIoT, and wireless video systems is anticipated to support future growth.

• Management is monitoring inflation, interest rate fluctuations, and potential U.S. reciprocal tariff measures in its estimates and outlook.

• The group does not expect early adoption of IFRS 18 and is assessing the impact of new standards effective from 2027.