Cowell e (1415) investor relations material

Executive summary

• Revenue for the six months ended 30 June 2025 rose 132.2% year-over-year to $1,360.3 million, driven by increased orders, especially for new rear camera modules.

• Net profit surged to $67.4 million from $16.0 million in the prior-year period, reflecting strong market demand and operational improvements.

• Basic earnings per share increased to $0.078 from $0.019 year-over-year.

• The business maintained strong market competitiveness and risk resistance through technological innovation, product upgrades, and expansion into emerging markets.

Financial highlights

• Gross profit increased to $155.7 million from $71.5 million year-over-year.

• Operating profit reached $94.7 million, up from $25.5 million in the same period last year.

• Total comprehensive income for the period was $71.4 million, up from $11.9 million.

• Cash and cash equivalents increased to $404.0 million, supporting a strong liquidity position.

• No interim dividend was declared for the period to preserve resources for future growth.

Outlook and guidance

• Global economic growth is projected to slow to 2.4% in 2025, with trade growth expected to decline sharply.

• The company plans to increase R&D investment, accelerate mass production of new products, and optimize supply chains to maintain competitiveness.

• AI, AR/VR, LiDAR, and MicroLED technologies are identified as key growth drivers for future business expansion.

• The company aims for stable growth and sustainable high returns for shareholders.