Slides
Page 1
Auras 2026/08 HPC Thermal Solution Pioneer
Page 2
1 There are variety of factors which may influence statements or contents been drafted within this presentation, therefore we strongly recommend audience to refer to the information published on MOPS (Market Observation Post System)website in case any adjustment has been made. Safe Harbor Notice
Page 3
2 Agenda ◼ Current Status ◼ Advanced Thermal Technology ◼ Financial Information
Page 4
3 ◼ Current Status ◼ Advanced Thermal Technology ◼ Financial Information
Page 5
Company Profile ◼ Founded in 1999 ◼ Listing in OTC in 2005 ◼ Paid-in Capital: NT$931 million ◼ Provider Total Thermal Solutions for clients 4 Liquid Cooling (Cold Plate + CDU + CDM + QD … Total Solution) Air Cooling (HP/VC/3DVC…Thermal module)
Page 6
5 Auras Products Milestone Advanced technology ability can ensure the current business. 1999 2005 2015 2019 2022 2023 2025
Page 7
China 中國 Hefei 合肥 Guangzhou 廣州 Thailand 泰國 Worldwide Sites 6 Chongqing 重慶 Kunshan 昆山 Taiwan 臺灣
Page 8
7 Quarterly Product Mix by Revenue Server PC VGA Others
Page 9
8 ◼ Current Status ◼ Advanced Thermal Technology ◼ Financial Information
Page 10
9 Rack L-to-L CDU L-to-A CDU RPU Building ManifoldIn-Row CDURack Manifold Dimm Cold Plate Internal Manifold Quick Disconnect Sidecar AI Manifold 450kW Power Shelf (DC48V/DC400V) Auras AI Liquid Cooling Solution Cold Plate
Page 11
10 ◼ Current Status ◼ Advanced Thermal Technology ◼ Financial Information
Page 12
11 Quarterly Earning Results NT$ thousand 2Q26 1Q26 QoQ 2Q25 YoY Revenue 8,700,121 8,551,657 1.7% 5,306,304 64.0% Cost of Goods Sold (6,227,650) (6,015,134) 3.5% (3,919,565) 58.9% Gross Profit 2,472,471 2,536,523 (2.5%) 1,386,739 78.3% Operating Expenses (1,082,192) (1,016,879) 6.4% (753,001) 43.7% Operating Profit 1,390,279 1,519,644 (8.5%) 633,738 119.4% Non-Operating Income (73,088) 50,404 (245.0%) (422,939) 82.7% Net Profit 1,038,861 1,265,459 (17.9%) 163,657 534.8% EPS (NT$) 10.41 12.61 1.75 Gross margin 28.4% 29.7% 26.1% OP Expenses (12.4%) (11.9%) (14.2%) Operating Margin 16.0% 17.8% 11.9%
Page 13
12 Half-yearly Earning Results NT$ thousand 1H26 1H25 YoY Revenue 17,251,778 9,721,388 77.5% Cost of Goods Sold (12,242,784) (7,126,492) 71.8% Gross Profit 5,008,994 2,594,896 93.0% Operating Expenses (2,099,071) (1,397,716) 50.2% Operating Profit 2,909,923 1,197,180 143.1% Non-Operating Income (22,684) (320,049) 92.9% Net Profit 2,304,320 693,064 232.5% EPS (NT$) 23.01 7.41 Gross Margin 29.0% 26.7% OP Expenses (12.2%) (14.4%) Operating Margin 16.9% 12.3%
Page 14
13 NT$ thousand 2025 2024 YoY 2023 Revenue 23,276,344 15,778,909 47.5% 12,712,629 Cost of Goods Sold (16,904,440) (11,752,813) 43.8% (9,707,706) Gross Profit 6,371,904 4,026,096 58.3% 3,004,923 Operating Expenses (3,112,975) (2,115,455) 47.2% (1,628,625) Operating Profit 3,258,929 1,910,641 70.6% 1,376,298 Non-Operating Income 18,507 455,068 (95.9%) 191,494 Net Profit 2,697,755 1,931,240 39.7% 1,239,244 EPS (NT$) 28.26 21.23 14.28 Gross margin 27.4% 25.5% 23.6% OP Expenses (13.4%) (13.4%) (12.8%) Operating Margin 14.0% 12.1% 10.8% Yearly Earning Results
Page 15
Thank you! 14