Qisda’s businesses warmed up in the second quarter compared with Q1, with both its healthcare segment and smart solutions business hitting record highs. Healthcare revenue surpassed NT$7 billion for the third consecutive quarter, while smart solutions reached NT$9.5 billion for the first time. Looking ahead to Q3, despite uncertainties from tariffs and exchange rates, healthcare and smart solutions are expected to continue stable growth.

At an online investor conference on August 14, Chairman Peter Chen emphasized that Qisda is steadily progressing toward its goal of generating over 50% of profits from high value-added businesses by 2027. Healthcare and smart solutions remain the company’s core growth engines, with healthcare contributing 14% of first-half revenue and smart solutions reaching 17%.

President Han-Jou Huang noted that, amid tariff and currency fluctuations, Qisda will strengthen cost control, build a resilient supply chain, and continue investing in long-term growth. For Q3, the information and networking segments are projected to grow year-over-year, while healthcare will continue expanding its biomedical portfolio and pharmaceutical distribution. Smart solutions will focus on three core areas: computing power, software and services, and automation.

By segment, Q2 information business revenue grew 3% quarter-on-quarter, with gross profit margin and operating income remaining stable; healthcare revenue rose 7%, with operating margin and operating income both improving; smart solutions revenue grew 18%, also driving higher operating margin and operating income; networking revenue climbed 26%, though operating income declined compared with Q1.

Qisda reported consolidated Q2 revenue of NT$53.464 billion, up 7% year-over-year and 7% quarter-over-quarter. Gross profit reached NT$8.627 billion, up 4% year-over-year and slightly higher than Q1, with a gross margin of 16.1%, down 0.6 percentage points from a year earlier and 1.2 points from Q1. Operating income was NT$762 million, down 36% year-over-year and 24% quarter-over-quarter, with an operating margin of 1.4%, down 1 percentage point from last year and 0.6 points from Q1. Net income after tax was NT$370 million, down 54% year-over-year and 38% from Q1, with NT$356 million attributable to the parent company, down 46% year-over-year and 26% quarter-over-quarter. EPS came to NT$0.18.

For the first half, Qisda’s consolidated revenue totaled NT$103.2 billion, up 7% year-over-year. Gross profit reached NT$17.249 billion, up 9%, with a gross margin of 16.7%, an increase of 0.3 percentage points. Operating income was NT$1.761 billion, down 17%, with an operating margin of 1.7%, a decline of 0.5 percentage points. Net income attributable to the parent company was NT$839 million, down 9%, with EPS at NT$0.44.

Resource: 佳世達第2季各事業皆升溫 醫療與智能方案穩定成長