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Winbond Electronics
Winbond Electronics (2344) investor relations material
Winbond Electronics H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary10 Feb, 2026
Executive summary
Net sales for 4Q25 reached NT$26,625M, up 22.3% QoQ and 42.4% YoY, with net income of NT$3,095M, a significant turnaround from a loss in 4Q24.
Full-year 2025 net sales grew 9.6% YoY to NT$89,406M, with net income at NT$3,177M and EPS of NT$0.88.
Consolidated financial statements for 2025 and 2024 were audited with an unmodified opinion, confirming fair presentation in accordance with IFRS and local regulations.
Gross margin improved to 35% from 29% year-over-year, driven by higher sales and improved product mix.
Flash Memory products contributed significantly to both revenue and gross profit, identified as a key audit matter.
Financial highlights
Operating revenue: NT$89.4 billion in 2025, up from NT$81.6 billion in 2024.
Net income: NT$3.18 billion in 2025, up from NT$710 million in 2024.
Basic and diluted EPS: NT$0.88 in 2025, up from NT$0.14 in 2024.
EBITDA for 4Q25 was NT$7,457M; free cash flow for 2025 was NT$4,687M, reversing a negative FCF in 2024.
Total assets: NT$192.2 billion at year-end 2025, up from NT$177.8 billion in 2024.
Outlook and guidance
NOR Flash and SLC NAND markets expected to see continued price uptrends in 2026 due to tight supply and strong demand.
CMS contract pricing and order visibility expected to improve in 2026, with new 16nm CMS products driving future revenue.
Flash and CMS capacity expansions are underway, with phased ramp-up from 2H26.
The company is assessing the impact of new IFRS standards effective from 2026 and 2027, including IFRS 18 on financial statement presentation.
No material tax exposure related to Pillar Two income tax legislation as of December 31, 2025.
What drives the 2026 CAPEX surge to NT$42.1B?
Explain 4Q25 Memory GM drop despite ASP gains
16nm CMS products: revenue ramp-up timeline?
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Latest events from Winbond Electronics
- Profitability restored in 3Q25, with stable revenue and strong liquidity.2344
Q3 202520 Jan 2026 - Net loss widened to NT$1,631M in 2Q25; gross margin 24%, cash up, price recovery expected.2344H1 202516 Sep 2025
- Nine-month 2024 net income reached NT$1.39B on revenue of NT$62.92B, reversing last year's loss.2344Q3 202413 Jun 2025
- Q2 2024 profit rebounded on strong memory growth, margin expansion, and robust cash flow.2344H1 202413 Jun 2025
- Net loss widened despite stable sales, as margin and cost pressures persisted.2344Q1 202511 Jun 2025
- Revenue up 8.8% to NT$81.6B, net income NT$710M, no dividend due to comprehensive loss.2344H2 20245 Jun 2025
Next Winbond Electronics earnings date
Q1 20264 May, 2026
Winbond Electronics
Next Winbond Electronics earnings date
Q1 20264 May, 2026
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