Interlink Electronics (LINK) investor relations material

Strategic direction and growth

• Focus on acquiring sensor and printed electronics companies to expand portfolio and drive growth, leveraging a strong track record in the sector.

• Launched a 2.0 strategy in the last four years, emphasizing both strategic acquisitions and organic growth.

• M&A activity is selective, targeting synergistic technology, customer base, and complementary products.

• Integration of acquisitions is prioritized, with emphasis on retaining key talent and leveraging cross-selling opportunities.

• Goal to reach $100 million in revenues in the next few years, combining organic and inorganic growth.

Market positioning and technology

• Operates globally with manufacturing and sales presence in the US, Europe, and Asia, offering a broad and diversified sensor portfolio.

• Holds 49 patents with 14 pending, supporting innovation in force-sensing, printed electronics, and gas/environmental sensors.

• Products serve multiple verticals, including automotive, medical, industrial, and consumer electronics.

• Technology enables applications in AI, robotics, wearables, public health, and environmental monitoring.

• Demonstrated ability to deliver robust, high-performance solutions for demanding environments and customers.

Recent acquisitions and financials

• Since 2021, completed four acquisitions: KWJ Engineering, SPEC Sensors, Calman Technology, and Conductive Transfers.

• Announced a non-binding letter of intent for a new acquisition expected to close within 90 days, projected to add significant revenue and earnings.

• Q1 revenue was $3 million with adjusted EBITDA of -$168,000; last year’s revenue was just under $12 million.

• Pending acquisition reported $34 million in revenue and $4 million EBITDA last year.

• Financing for the upcoming acquisition will combine debt and equity, with sellers taking equity at a premium.