Sysgration values investor feedback and maintains ongoing communication and engagement with investors through various channels, including investor conferences, in-person visits, video conferences, telephone calls, and email. These interactions help the company understand key issues of concern to investors and exchange views on its operations, financial performance, and business development.
Investor engagement activities in 2026 are summarized below:
|
Engagement Method |
Investor Conferences |
In-Person Visits |
Video Conferences |
Discussions via Telephone or Email |
|
Number of Engagements |
2 |
9 |
10 |
35 |
Key investor questions and the company’s responses during investor engagement in 2026 are presented below:
|
Investor Questions |
Company Responses |
|
What are the company’s operating plans for 2026 and its plans to expand into emerging application markets such as AI, BBU, and energy storage? |
The company will focus its development on AI applications and energy storage. In addition to further strengthening its presence in the automotive market, it is actively expanding into smart application areas such as drones, AMR, and edge computing. In the energy sector, it is applying BBU and energy storage technologies to pursue industrial application markets, including AI data centers, UPS for semiconductor plants, base stations, and power plants. |
|
Why did second-quarter profit decrease compared with the previous period, and how will the ramp-up of BBU shipments in the second half of the year affect profitability? |
The decrease in second-quarter profit compared with the previous period was mainly attributable to increased depreciation and operating expenses at the Plano plant, greater investment in research, development, and validation for AI server BBU and drone projects, and rising raw material prices. As BBU products for two CSP customers successively ramp up in the second half of the year and their contributions are recognized, short-term operating pressures are expected to ease, supporting gradual improvements in revenue and profitability. |
|
What caused the delays in BBU shipments, and how does UL 9540A certification affect the mass production schedule? |
The delays in BBU shipments are primarily due to product specification adjustments and validation required by customers during the initial stage of mass production. UL 9540A involves destructive testing, and changes to battery cells, modules, or the BMS may require revalidation, resulting in a longer certification process. Although this affects the shipment schedule in the short term, the certification is also an important technical prerequisite for entering the AI data center supply chain. Completing validation will facilitate subsequent mass production and shipments. |