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2021 Q4 Investor Conference E Ink Confidential

2021 Q4. Investor Conference t i a l en o nfid k C. I n E l n t i a fid e n t i a l Safe Harbor en Statement o nfid k C. I n E l n t i a fid e 2. n Q4 and 21 Results t i a l NTD, Million 2021. e YoY. n YoY. fid Revenue 19,651 +28% 6,768 +59%. o n USD 703M +35% USD 243M +65%. C. Operating Profit k 3,023. 15%. +64% 1,211. 18%. +101%. 2021 Results I nNon-Op Income 3,526 +47% 577 -13%. Revenue the 9-year best E 5,150 1,365. l a +43% +35%. Operating Profit the 10-year best Net Income and EPS the historical Net Income 26%.

for Net Zero Smart City Environment with less light pollution * Scenario, Power Consumption 3.4<t,l Ç~ïî_d&d -LCD), Carbon Emission 0.502KgCO2/KWH, 64,344Bus Stops (in Taiwan) 5 Years Operation TFT-LCD Signage* CO2 Emission 200,000tons 64K Bus Stops in Taiwan with Useful Life 5 Years 5 Years Operation CO2 Emission ePaper Signage 0 ePapervs ...

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Transcription of 2021 Q4 Investor Conference E Ink Confidential

1 2021 Q4. Investor Conference t i a l en o nfid k C. I n E l n t i a fid e n t i a l Safe Harbor en Statement o nfid k C. I n E l n t i a fid e 2. n Q4 and 21 Results t i a l NTD, Million 2021. e YoY. n YoY. fid Revenue 19,651 +28% 6,768 +59%. o n USD 703M +35% USD 243M +65%. C. Operating Profit k 3,023. 15%. +64% 1,211. 18%. +101%. 2021 Results I nNon-Op Income 3,526 +47% 577 -13%. Revenue the 9-year best E 5,150 1,365. l a +43% +35%. Operating Profit the 10-year best Net Income and EPS the historical Net Income 26%.

2 N t i 20%. 2nd best EPS. fid e NTD NTD. 3. n Operation Profit continued to grow Logistics and Signage t i l Strong demand from market across all categories, eReader, eNote, Retail, a Operating Growing Operating Profit since 2018. e n Profit on fid 3,023. C. NTD, Million I n k 1,847. E 1,102. 560. l 457. n t i a 17 18 19. fid e 20 21. 4. n Improving ROE and ROA. ROE and ROA the historical 2nd best 2021 with doubled ROE to 2017. t i a l Profitability e n o n fid ROE, Return on k C Equity I n ROA, E l Return on Assets n t i a 17 18 19.

3 Fid e20 21. 5. n Increasing Assets and Net Asset Value per Share Assets increased from operating Growing Net Asset Value per Share t i a l Assets e n fid NTD. o n C. Net Asset Value NTD Billion per Share I n k Total Assets E Other l a Assets Cash & Cash n t e Equivalents 6. n fid Robust Cash Flow Position Converted cash on hand for financial investments Capex for capacity expansion t i a l Cash Flow e n fid NTD Billion Total o n k C Time Deposit &. Financial n Financial Operations Assets E I. Assets + - Debts &. Cash Dividends Capex l others Cash - on Hand - n t i a - 20/E.

4 Cash & Financial Assets fid e 21/E. Cash & Financial Assets 7. n Appropriate Dividend Growing Dividend along with the company's growth t i 2021 with higher retained earnings for future growth a l Dividend e n Payout Payout Ratio 89%. o n90%. fid 74% 85%. 71%. k C I n NTD. E EPS l Cash Dividend n t i a 17 18. fid e19 20 21. 8. n l Taiwan Corporate TAIWAN EXCELLENCE Hsinchu Science Park 2021. Sustainability Awards 2022 SILVER AWARD Innovative Product Awards Q4. 2021 . Performance . Report . Growth thru Innov.. E Ink Kaleido Plus.

5 N t i a . Battery-free ePaper Smart Credit Card . Accomplish- fid e ments o n k C. n Co-developed Paper Like 2021 BEST TAIWAN GLOBAL. E I. Display standard with T V, received world's first paper like display certification Corporate Sustainability Assessment 2021. S&P . BRANDS: HONORABLE MENTION.. TOP 10%. Global Electronic Equipment, Instruments & Components t i a l Top 40 Brands The S&P Sustainability e Yearbook Member 2022. n 9. n fid The world's first two-in-one color t i l and ePaper a combo display Innovations en Featuring E Ink o nfid k C.

6 I n E l n t i a e The world's fid first-ever color changing car 10. n Measuring company revenue exposure to products that deliver environmental solution t i a l Green Product Sector EM IT Process e n Green Revenue o n fid k C. * Green Revenues Data Model I n Green Revenue Factor E Revenue generating activities related specifically l to the design, development, manufacture or installation of energy efficient information n t i a e technology products and services. fid * Theportion of E Ink's 2020 revenue came from products that had a positive n environmental impact as defined by the FTSE Green Revenue Classification System.

7 11. 130M eReaders TFT-LCD. in 5 Years Globally t i a l Tablet*2. 5 Years Operation Not Only e n 27,000tons CO2 Emission fi50dTimes Comfort Reading eReader vs. TFT-LCD. n 5 Years Paper Requirement but also Carbon o = 100 Mtrees*1 X 550 KgCO2/tree 57,200,000tons Reduction CO2 Absorbed k C Less CO2 Emission (Green Technology). I n eReader vs. Paper ePaper eReader*2. E 106,000 Times l 5 Years Operation 540tons Less CO2 Emission n t i a CO2 Emission Paper-like Certification *1 Scenario, 10 Books/Year (300 Pages/Book), 1 Tree=10 Books fid e *2 Scenario, 10 Books/Year (300 Pages/Book), Power Consumption Download (WiFi) , n Reading (72 Secs/Page ) Tablet , eReader , Carbon Emission 12.

8 30M 10 ESLs TFT-LCD. in 5 Years Globally t i a l ESL*2. 5 Years Operation Green ESL. d e n 1,800,000tons CO2 Emission Enables f i ePaper vs. TFT-LCD. on 5 Years Paper Requirement = 16 Mtrees*1 X 550 KgCO2/tree 12,000 Times Green Retail 8,600,000tons C. CO2 Absorbed k Less CO2 Emission I n 57,000 Times ePaper vs. Paper ePaper ESL*2. E l 5 Years Operation 150tons Less CO2 Emission n t i a CO2 Emission *1. fid Scenario 365 Days/Year, 4 Replacements/Day, 1 Tree=14K 10 Paper e *2 10 TFT-LCD ESL Scenario, Power Consumption (for 5 years) 118 KWH (450mA, 12 Hrs/Day, 365 Days/Year), Carbon Emission n *3 10 ePaper ESL Scenario, Power Consumption (for 5 years) (with Batteries), Carbon Emission /KWH.

9 2. 13. 64K Bus Stops in Taiwan with Useful Life 5 Years t i a l Green Product TFT-LCD. e ePaper Signage n fid Signage*. for Net zero 5 Years Operation 5 Years Operation Smart City 200,000tons CO2 Emission o n 0. CO2 Emission k C Environment with n less light pollution E I 200,000 tons ePaper vs. TFT-LCD. Less CO2 Emission t i a l e n fid * Scenario, Power Consumption (32 TFT-LCD), n Carbon Emission , 64,344 Bus Stops (in Taiwan). 14. The new trains for KD are characterised by ecological solutions. It is a low-emission vehicle, both in terms of electric and diesel traction, which meets the latest exhaust t i a l Color ePaper emission standards.

10 E n fid In a world first, the trains include on-board electronic paper Enables technology from E Ink for passenger information; replacing Ecological o n printed posters in vehicles. Travel k C. I n E l n t i a fid e 15. n P. E. t i a l Response RE100 2030. e n The world's first display company fid to hit RE10. to Climate Net zero 2040. Change G. o n k C S. I n RE100. E. RE10. RE40 Net zero l Supporter n t i a 2022 2025 2030. fid e 2040. 16. n t i a l Commit to e The first display company to join n Pursue Carbon o n fid Reduction k C.


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