Qisda Corporation held a press conference on the 7th, where Chairman Peter Chen expressed cautious optimism about the company's operations for the remainder of the year. He noted that a more noticeable recovery is expected in the second half of the year, maintaining a trend of quarterly growth. Chen expects that full-year revenue and profit will improve over last year, though the overall economic environment still requires close monitoring of indicators such as the U.S. presidential election and the timing of interest rate cuts.
In the second quarter, Qisda reported consolidated revenue of NT$49.9 billion, a 6% increase from the previous quarter. Operating gross profit reached NT$8.319 billion, up 11% from the previous quarter, with a gross margin of 16.7%, marking the fifth consecutive quarter above 16%. Operating income grew by 28% to NT$1.185 billion, and net income attributable to the parent company surged by 158% to NT$663 million, resulting in an earnings per share (EPS) of NT$0.34.
With expectations of a gradual economic recovery in the second half of the year, Qisda's various business segments saw revenue growth in the second quarter compared to the first. Notably, the IT original business, IT high-value-added business, and medical business all performed strongly, driving the second quarter's gross margin and operating margin up to 16.7% and 2.4%, respectively, with operations heating up and growing quarter by quarter.
Peter Chen noted that while operations in the first half of the year showed quarterly growth, the growth was not as robust as anticipated. However, as the company moves into the traditional peak season in the second half of the year, and with the global economy gradually recovering, the commercial display market is expected to slowly rebound. Nonetheless, the broader economic environment still requires attention to key indicators such as the U.S. presidential election and interest rate cuts.
Chen also highlighted the optimism surrounding the medical business, which has maintained a quarterly scale of NT$6 billion for five consecutive quarters. The hospital, medical equipment, and pharmaceutical distribution businesses all continue to grow. This year, Qisda is actively promoting BenQ Hospital's entry into the capital market to secure more abundant market funds and accelerate hospital growth momentum, which in turn will drive Qisda's overall growth.
Qisda's General Manager, Joe Huang, stated that the group will continue to focus on lean operations and invest in new businesses. Recently, DFI Inc. and Ace Pillar announced an investment in Transpak to create intelligent packaging solutions and strengthen their distribution network in Europe and the U.S. Moving forward, all business units will continue to explore opportunities for organic growth and growth through mergers and acquisitions.
In terms of second-quarter performance across business units, revenue from the IT original business increased by 9% quarter-on-quarter, with gross margin, operating margin, and operating income all rising compared to the previous quarter and the same period last year. The medical business also saw a 9% quarter-on-quarter increase in revenue, with gross margin and operating income growing compared to the previous quarter and last year. The networking business reported a 10% increase in revenue, while revenue from intelligent solutions decreased by 1%, with both gross margin and operating income declining compared to the previous quarter and the same period last year.
Resource (mandarin): 醫院、醫材、醫藥通路事業成長！佳世達陳其宏：全年營運力拚超越去年
