Gold Circuit Electronics (2368) Q2 2026 earnings summary

Executive summary

• Consolidated revenue for Q2 2026 was NTD 24.28 billion, up 75% year-over-year; six-month revenue reached NTD 43.59 billion, up 68%.

• Net profit for Q2 2026 was NTD 4.78 billion, up 182% year-over-year; six-month net profit was NTD 8.27 billion, up 140%.

• Gross margin improved to 35% in Q2 2026 from 30% in Q2 2025.

• Auditors issued an unqualified review opinion for the interim consolidated financial statements.

Financial highlights

• Q2 2026 EPS was NTD 9.28 (basic), up from NTD 3.48 in Q2 2025; six-month EPS was NTD 16.17, up from NTD 7.08.

• Cash and cash equivalents rose to NTD 24.15 billion as of June 30, 2026, from NTD 8.91 billion a year earlier.

• Total assets increased to NTD 97.06 billion, up 87% year-over-year.

• Operating cash flow for the first half of 2026 was NTD 7.65 billion, up from NTD 1.01 billion in 2025.

• Capital expenditures included NTD 3.83 billion for property, plant, and equipment in H1 2026.

Outlook and guidance

• The company expects continued strong demand for printed circuit boards, supported by robust order visibility and capacity expansion.

• New IFRS standards (IFRS 18, 19, and amendments to IAS 21, 28) will be adopted in future periods, with ongoing assessment of impacts.