Interlink Electronics (LINK) Lytham Partners Fall 2026 Investor Conference summary

Strategic vision and industry positioning

• Focus on enabling smarter devices through advanced sensing and printed electronics.

• Pursuing a roll-up strategy in the fragmented sensor and printed electronics industry, with five acquisitions in four years, including a pending transformative U.S. deal.

• Emphasizes relevance in the AI and data analytics revolution, positioning as essential infrastructure for data capture.

• Strong IP portfolio with over 49 patents and 14 pending, supporting innovation and competitive advantage.

• Vertically integrated operations, offering end-to-end solutions from prototyping to manufacturing and software.

M&A strategy and operational expansion

• Acquisitions have diversified product offerings, expanded revenues, and provided manufacturing diversification, especially in Europe and the U.S.

• Recent deals include KWJ Engineering, SPEC Sensors, Calman Technology, and Conductive Transfers, with applications in medical, industrial, and wearables.

• Pending U.S. acquisition will expand precision components and defense/aerospace certifications, aiming to close in 8-10 weeks.

• M&A enables cross-selling to existing large-tier customers and adds engineering talent.

• Synergies realized by combining acquired technologies, such as integrating force sensing into membrane keypads.

Market opportunity and financial outlook

• Serves multiple verticals: industrial, medical, automotive, and consumer electronics.

• Addressable market for printed flexible sensors is over $11 billion, expected to double in eight years.

• Q2 marked a return to profitability; 2025 pro forma revenues projected to exceed $45 million with the pending acquisition.

• Targeting $100+ million in revenues within three years through organic and inorganic growth.

• Proven ability to scale production rapidly, as demonstrated during COVID-19 for medical customers.