)
BizLink (3665) investor relations material
BizLink Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record sales and margins, with Q3 2025 sales at NT$18.41B, net profit of NT$2.63B, and EPS of NT$13.51, driven by strong HPC, capital equipment, and SPE growth, and a sales mix shift toward HPC and capital equipment now at 51% of total sales.
Revenue for the nine months ended September 30, 2025, was NT$51,467 million, up 30% year-over-year, with net profit attributable to owners at NT$6,265 million, more than doubling from the prior year.
Gross margin reached 33.25% in Q3 2025, up from 28.20% in 2024, and operating margin was 19.54% for the quarter.
The company is positioned as a system enabler at the intersection of power, data connectivity, and applications, expanding into robotics, autonomous driving, and edge computing.
Major acquisitions, including BizLink Alpha AG and BizLink System Integration Solutions (Slovakia) s.r.o., and a new M&A deal, strengthened industrial and transportation segments.
Financial highlights
Sales mix for HPC and capital equipment rose to 51% in Q3 2025 from 32% in Q3 2024; HPC sales increased 31% QoQ and 179% YoY, capital equipment up 1% QoQ and 36% YoY.
Operating revenue for Q3 2025 was NT$18,413 million, up 29% year-over-year; gross profit for the quarter was NT$6,122 million, up 46%.
Gross margin improved to 33.25% in Q3 2025 from 28.20% in 2024; operating margin increased to 19.54% in Q3 2025, up from 12.14% in 2024.
Net profit margin for 2024 was 8.12%, with EPS of NT$25.41; basic EPS for the nine months was NT$32.49, up from NT$16.71.
Total assets increased to NT$75,459 million from NT$58,921 million a year earlier.
Outlook and guidance
No quantitative forward-looking guidance provided; qualitative outlook highlights multi-year AI infrastructure upgrade cycle and growth from AEC adoption, HVDC deployments, and 1.6T platform introduction in 2026.
Management expects continued growth from recent acquisitions and expansion in railway, transportation, and system integration markets.
Platform proliferation and ecosystem acceleration to drive early monetization and durable revenue visibility.
HVDC adoption expected to begin late 2026, with 800V scaling later; both copper and optical interconnects will coexist for several product generations.
Positioned for both volume acceleration and utilization-driven optimization cycles.
Next BizLink earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)