Tongda Group 2025 Results: Revenue Edges Up After Portfolio Shift; Returns to HK$120 Million Profit with 15.3% Gross Margin

Bulletin Express03-26

Tongda Group released its audited results for the year ended 31 December 2025, highlighting a successful turnaround following last year’s heavy impairment-driven loss.

Financial Performance • Revenue reached HK$5.18 billion, a 1.6% rise versus 2024 on a like-for-like basis (excluding last year’s divested high-precision components business). • Gross margin rebounded to 15.3% from a 5.9% loss margin in 2024, fuelled by lower depreciation, tighter cost control and a sharp fall in inventory provisions (HK$14.10 million vs HK$508.89 million). • Profit attributable to shareholders came in at HK$120.36 million, reversing the prior-year loss of HK$3.94 billion. • Basic and diluted EPS were HK$0.62, compared with a restated loss per share of HK$20.25 a year earlier. • No final dividend was proposed.

Segment Highlights • Consumer Electronics Structural Components generated HK$4.04 billion, or 78.0% of group revenue, down 10.9% year on year, reflecting the April 2024 disposal of the high-precision components unit. • Household & Sports Goods delivered HK$1.14 billion, up 8.0% and representing 22.0% of total sales, emerging as a key growth driver. • Mainland China remained the largest market with HK$3.69 billion of sales; Asia Pacific ex-China contributed HK$621.81 million, while Europe and the United States accounted for HK$515.05 million and HK$186.76 million respectively.

Cost & Expense Dynamics • Cost of sales fell 25.9% to HK$4.39 billion, reflecting the absence of the divested business and reduced depreciation (down HK$358.63 million). • General and administrative expenses dropped 41.5% to HK$652.61 million, aided by lower R&D spending after the disposal. • Finance costs declined 48.4% to HK$49.80 million following debt reduction funded by disposal proceeds.

Balance-Sheet & Cash Flow • Cash and cash equivalents, time deposits and pledged deposits totalled HK$1.61 billion at year-end. • Net current assets improved to HK$1.11 billion (2024: HK$777.32 million). • Total borrowings comprised HK$594.58 million due within one year and HK$468.25 million long-term; the group remained in a net cash position, rendering the gearing ratio not applicable. • Operating cash inflow was HK$200.35 million; capital expenditure was trimmed to HK$200.0 million from HK$454.0 million.

Operational Developments • Completion of the high-precision components business disposal on 3 April 2024 boosted financial flexibility and cut administrative and R&D costs. • New Industry 4.0 facilities in Malaysia and a network communications plant in Vietnam commenced operation, improving geographic diversification and proximity to international clients.

Strategic Focus Management will concentrate resources on higher-margin smartphone structural parts—particularly glass-fibre casings—while scaling intelligent manufacturing capabilities in household and sports goods. The group emphasises maintaining a solid balance sheet, disciplined R&D investment and continued optimisation of its product and customer mix.

No material acquisitions, disposals or significant contingent liabilities were reported after the balance-sheet date.

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