WPG (TWSE:3702) Attend Online Investor Conference Held by KGI SECURITIES Today

2025/11/18

Benefiting from the rapid development of generative AI, which has driven upgrades and replacements in AI and traditional servers, power supplies, PCs, notebooks, and memory products, demand for electronic components has surged, resulting in strong shipment performance, WPG, the distributor of semiconductor components, announces revenue of NT$244.467 billion for the third quarter of 2025. Supported by an optimized product mix and improved operational efficiency, operating profit exceeded NT$5 billion for the first time, reaching a record high of NT$5.35 billion, up 9.1% QoQ and 37.8% YoY, with an operating margin of 2.19%. Net income and EPS both exceeded forecast, with net income up 45.4% QoQ and 55.6% YoY to NT$3.178 billion, and EPS of NT$1.89. YTD revenue, operating profit, and net income for the three quarters of 2025 grew 14.6%, 34.2%, and 29.2%, respectively, reaching NT$743.753 billion, NT$14.54 billion, and NT$7.262 billion, with an EPS of NT$4.07. YTD net income is comparable to the level of last year.

2025 third quarter key financial indicators Return on Equity (ROE) was 16%, Return on Working Capital (ROWC) was 11.3%, respectively.

The semiconductor component smart warehousing business—LaaS—achieved strong results through the third quarter of 2025. With gross merchandise volume (GMV) growing significantly by 28.2% to US$23.866 billion, service revenue and net income surged 68.7% to US$7.2 million, reaching a market penetration rate of 3.9%. This demonstrates the strong growth momentum and vast potential of LaaS.

Driven by the rapid development of generative AI, edge computing, and cloud services, application solutions in AI and traditional server, power, automotive and IoT related field continue to increase, laying a solid foundation for revenue growth. To provide better value-added service and increase market share, 24 application solutions were provided to our customers, including fields in Power (11), AIoT (5), Smart Home (5) , Automotive (2) , Computer  (1), focusing on E-Bike 120W charger, 12.7V/100W flyback industrial power supply, integrated miniaturized 1.4KW compressor motor, controller and switch for multi-port charging applications, AI dynamic keyword detection, AI edge computing accelerates intelligent innovation, fiber to the home FTTH WiFi7 ultra-fast router, cost-effective WIFI6 router, advanced technology of array microphone Bluetooth smart speaker, Multi-functional seat controller, GNSS automotive precise positioning.

Table: WPG Holdings Ltd. Consolidated Financial Statements for the year ended September 30, 2025 (In brief)

Units：NT$million

IR contacts：Cliff Yuan/ Zoe Peng

Tel：886-2-2191-0068 ext.85268/ext.85262

Email address:  ir@WPGholdings.com

Corporate website:  www.WPGholdings.com