Foxconn Technology (2354) Investor presentation summary

Current business and outlook

• Celebrating 35 years of advanced ICT product R&D with global production bases in 10 core locations and 2025 revenue of NT$156.2 billion (approx. USD 5 billion).

• Product portfolio includes gaming consoles, casings, thermal modules, and robots, supported by specialized business units.

• Operations span the US, China, Vietnam, and Japan, with vertically integrated manufacturing and intelligent automation.

• Robotics offerings target smart home, education, inspection, and healthcare, leveraging AI and edge computing for personalized and efficient services.

• Robot-as-a-Service model shifts revenue to recurring streams, improving customer LTV and ROI at scale.

Financial performance

• Q2 2026 EPS was NT$0.63, with a revenue growth rate of -26.40%, gross margin at 4.03%, operating profit margin at 1.13%, and net profit margin at 2.89%.

• Game consoles contributed 78% of Q1 2026 revenue and 76% in H1 2026, with thermal modules and casings making up most of the remainder.

• Key ratios and balance sheet figures show stable shareholder equity and asset-liability management through Q2 2026.

• Cash flow statements indicate ongoing operational and investment activities across recent quarters.

ESG strategy

• Established a Sustainability Promotion Office in 2024, integrating resources for sustainable operations and innovation.

• Board of directors is 60% independent, with a Sustainable Development Committee guiding ESG initiatives.

• Increased use of renewable energy, expanded recycled materials in products, and achieved international waste zero landfill certifications.

• Social welfare programs support medical, educational, and disaster relief efforts, with regular community engagement.

• Multiple international certifications in quality, environment, energy, information security, and social responsibility across factory locations.