Interlink Electronics (LINK) Investor presentation summary

Strategy and growth initiatives

• Pursuing a roll-up strategy by acquiring complementary technology businesses to accelerate revenue growth beyond $100 million annually.

• Proven track record of successful acquisitions and integrations, enhancing product and IP portfolio, customer base, and engineering talent.

• Dual growth strategy combines organic innovation, geographic expansion, and cross-selling with strategic consolidation through niche sensor acquisitions.

• Insiders control 76% of shares, aligning management interests with shareholders.

• Margin-accretive acquisitions have improved gross margins from mid-teens to over 30% within a year post-acquisition.

Technology platforms and product offerings

• Vertically integrated solutions in advanced sensors and printed electronics for industrial, medical, consumer, and automotive markets.

• Core technologies include force sensing, piezo sensors, gas sensing, wearables, and printed electronics for diagnostics and rugged devices.

• Nearly 40 years of industry experience, with 49 issued patents and 14 pending.

• End-to-end capabilities from design to manufacturing, enabling tailored, high-margin solutions.

• Innovations in smart textiles, such as ElastaTrode and ElastaTherm, offer integrated, washable, and stretchable sensor and heating solutions.

Market opportunity and customer base

• Positioned in the $11.47B printed and flexible sensors market, forecasted to reach $22.3B by 2034 at a 7.69% CAGR.

• Growth driven by increased use of consumer electronics, wearables, and flexible electronics.

• Blue-chip customers include major OEMs such as Samsung, Microsoft, Tesla, Philips, and Panasonic.

• Applications span air quality monitoring, industrial sustainability, automotive, consumer wellness, and medical diagnostics.