Trio-Tech International (TRT) Investor presentation summary

Company overview and market position

• Established in 1958, maintains a strong presence in semiconductor back-end solutions and industrial electronics, with 614 employees and 4.25M shares outstanding.

• FY25 revenue reached $36.5M with a 3% four-year CAGR; 94% of customers are in Asia.

• Profitable at $0.6M in FY25 excluding FX impact; over 10 years of positive operating cash flow.

• Cash position at $19.5M, supporting financial stability and growth.

Business segments and services

• Semiconductor Back-End Solutions (SBS) generates 70% of revenue, focusing on burn-in and reliability test equipment and services.

• Industrial Electronics (IE) contributes 30% of revenue, positioned for growth through automation and technological advancements.

• Both segments foster innovation and operational synergy, enhancing market responsiveness.

• SBS trusted by over 40 leading semiconductor manufacturers; IE trusted by over 50 top industrial electronics manufacturers.

Strategic positioning and growth

• Well-positioned to benefit from semiconductor supply chain diversification, especially in Southeast Asia.

• Regional strength in Malaysia and Thailand, expanding capabilities and customer relationships.

• Focus on stabilizing SBS and expanding IE, particularly in aerospace and touchscreen channels.