Viomi Technology (VIOT) Deutsche Bank ADR Virtual Investor Conference summary

Financial performance and shareholder returns

• Achieved RMB 2.4 billion in revenue for 2025, up 14.6% year-over-year, with a net profit margin of 5.8% and free cash assets of RMB 1.14 billion.

• Declared a special cash dividend of $0.066 per ADS in March 2026 and repurchased 1.03 million ADS by end of 2025, totaling $2.5 million.

• Maintains a strong balance sheet with RMB 1.3 billion in cash assets as of December 2025.

• Shareholder returns through dividends and buybacks yield about 5–6%.

Business segments and product innovation

• Home water systems contribute 70% of revenue, consumables 10%, and kitchen appliances/others 20%.

• Under-sink RO products are the largest revenue driver; new product launches in 2025 include Kunlun 4 Pro, MASTER M1, and the Inno countertop model.

• Focus on AI-driven water quality, precision mineral control, and intelligent self-cleaning.

• Gigafactory in Foshan manufactures 80% of core components in-house, supporting global expansion.

Global expansion and market strategy

• Significant progress in overseas markets, with Vortex series ranking 4th in under-sink RO tankless segment on Amazon US.

• Expanded product launches in North America and Southeast Asia, including Malaysia and Singapore.

• Omnichannel distribution network supports international and domestic market penetration.

• Plans to deepen presence in North America and Southeast Asia with localized products and strategic partnerships.