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Lite-On Technology Corp
TWSE:2301

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Lite-On Technology Corp
TWSE:2301
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Price: 155 TWD -0.96% Market Closed
Market Cap: NT$359.1B

Lite-On Technology Corp
Investor Relations

Lite-On Technology Corp. emerges as a beacon of innovation and efficiency within the ever-evolving tech landscape. Founded in 1975, the Taiwanese company has grown by leaps and bounds, crafting a diverse portfolio that spans from optoelectronics to power supply products. Positioned at the intersection of critical technologies, Lite-On’s journey began with LEDs, marking its foray into optoelectronics. Over the years, it expanded its offerings to include a wide array of products like power supplies, information technology components, and storage devices. These core areas are not just auxiliary segments but stand as foundational pillars that fuel Lite-On’s sustained growth. The company's ability to adapt to shifting technological paradigms and customer needs has propelled it to the forefront of its niche markets, cementing its reputation as a resilient player in a competitive industry.

The heartbeat of Lite-On’s profitability blends its robust manufacturing capabilities with strategic supply chain management. By capitalizing on economies of scale and leveraging cost-efficient production practices, Lite-On delivers world-class components at competitive price points, enhancing value for its partners and end-consumers alike. The company’s revenue streams are intricately woven with the dynamic demands of electronics, computing, and automotive industries. For instance, its power supply units are integral to data centers and Cloud infrastructures, while its modules are crucial for the burgeoning electric vehicle market. Revenue is cycled back into research and development, where innovation is a relentless pursuit, ensuring Lite-On not only keeps pace with, but often anticipates, the trajectory of global technological advancement.

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2301
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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 25, 2026
AI Summary
Q4 2025

Revenue beat/strength: 2025 revenue reached TWD 166.1 billion, up 21% Y‑o‑Y, driven by strong Cloud & AIoT and opto‑electronics performance.

Profitability: 2025 gross profit TWD 38 billion (GPM 22.9%) and operating profit TWD 16.7 billion (OPM 10.1%); net profit after tax TWD 15.1 billion, EPS TWD 6.64 (record in recent years).

AI momentum: Management expects AI‑related revenue share to rise from just over 20% in 2025 toward 25–30% in 2026, with potential to go higher as higher‑voltage and liquid‑cooling products scale.

Product & capacity ramp: 50V and 400V power racks entered mass production in Q1; 110‑kW power shelf to enter mass production in Q2; 800V DC rack in prototype testing with longer term mass shipment timeline.

CapEx & cash: CapEx guidance rising to about TWD 11 billion in 2026 (from TWD 7 billion in 2025) for production expansions in Kaohsiung, Vietnam, North America, and R&D labs; net cash TWD 57.9 billion (down ~TWD 10 billion Y‑o‑Y).

Dividend: Board approved Q4 cash dividend TWD 3 per share; total cash dividend for 2025 TWD 5 per share.

Key Financials
Q4 revenue
TWD 44.4 billion
Q4 gross profit
TWD 9.6 billion
Q4 gross margin
21.7%
Q4 operating profit
TWD 4.7 billion
Q4 operating margin
10.5%
Q4 net profit after tax
TWD 3.86 billion
Q4 EPS
TWD 1.7
2025 revenue (full year)
TWD 166.1 billion
2025 gross profit (full year)
TWD 38.0 billion
2025 gross margin (full year)
22.9%
2025 operating profit (full year)
TWD 16.7 billion
2025 operating margin (full year)
10.1%
2025 net profit after tax (full year)
TWD 15.1 billion
2025 EPS (full year)
TWD 6.64
Cloud & AIoT Q4 revenue
TWD 21.3 billion (48% of Q4 revenue)
Opto-electronics Q4 revenue
TWD 6.5 billion (15% of revenue)
ITC Q4 revenue
TWD 16.5 billion (37% of revenue)
Inventory days
69 days (from 58 days prior year)
Quick ratio
1.15
Current ratio
1.5x
Net cash position
TWD 57.9 billion
CapEx (2025)
about TWD 7 billion
Cash dividend (Q4)
TWD 3 per share
Other Earnings Calls

Management

Michelle Hsiao
Financial Officer & Accounting Officer
No Bio Available
Ms. Julia Wang
Senior Director of Investor Relations & Public Relations
No Bio Available
Mr. Lando Lin
Chief Audit Officer
No Bio Available
Bo-Wen Lin
Vice President
No Bio Available

Contacts

Address
TAIPEI
Taipei City
22F, No.392, Ruey Kuang Road, Neihu District
Contacts
+886287982888
www.liteon.com
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