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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
ENNOSTAR
ENNOSTAR (3714) investor relations material
ENNOSTAR Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary10 Nov, 2025
Executive summary
Q3 2025 revenue was NT$5,603 million, down 2.4% QoQ and 16.3% YoY, with net loss attributable to parent company at NT$613 million and basic EPS of negative NT$0.83.
For the nine months ended September 30, 2025, revenue was NT$16,975 million, down 10% YoY, and net loss widened to NT$1,933 million.
Operating margin for Q3 was negative 15.3%, and gross margin declined to 5.7% from 6.9% in Q2 and 16.5% in Q3 2024.
The company is accelerating integration, with Ennostar Corporation established and Lextar integration set for January 1st next year.
The group faced challenging market conditions, with significant declines in Epi/Chip and Packages/Modules segments.
Financial highlights
Net non-operating income for Q3 was NT$250 million, a positive swing from a loss of NT$48 million in Q2, driven by reduced forest losses and gains from subsidiary liquidation.
EBITDA margin for Q3 was 1.7%, down from 2.6% in Q2 and 14.9% in Q3 2024.
Cash and cash equivalents at quarter-end were NT$14,328 million, with net cash position at NT$13,838 million after loans.
Inventory turnover improved to 78 days from 83 in Q2.
CapEx for Q3 was NT$243 million; for the nine months, capital expenditures totaled NT$811 million.
Outlook and guidance
Q4 revenue from tensing expected to decline double-digit percentage points QoQ but grow double-digit YoY; full-year tensing revenue to grow single-digit YoY.
Special lighting revenue anticipated to decline double-digit percentage points both QoQ and YoY, with a conservative full-year outlook.
Display segment Q4 revenue expected flat or slightly down QoQ, with a single-digit YoY decline; full-year display revenue to decline slightly YoY.
Micro-LED products entering pilot production, with mass production and more substantial revenue contribution expected next year.
The company offset losses with capital surplus and distributed cash dividends of NT$664 million (NT$0.9 per share) in 2025.
Quantify synergy from Lextar integration
Micro-LED/Silicon Photonics 2026-2027 revenue targets?
Segments most impacted by price competition
Partial view of Summaries dataset, powered by Quartr API
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Next ENNOSTAR earnings date
Q4 202511 Feb, 2026
ENNOSTAR
Next ENNOSTAR earnings date
Q4 202511 Feb, 2026
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