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Innolux (348) investor relations material
Innolux Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Consolidated revenue for Q1 2026 was NT$66.64 billion, up from NT$55.93 billion in Q1 2025, reflecting strong sales growth.
Net profit for Q1 2026 reached NT$1.79 billion, a significant increase from NT$1.08 billion in Q1 2025.
Comprehensive income for Q1 2026 was NT$5.57 billion, driven by both operational gains and favorable currency translation.
The acquisition of PIONEER in December 2025 contributed to expanded business scope and synergies.
Financial highlights
Gross margin improved to 14.4% in Q1 2026 from 7.6% in Q1 2025.
Operating profit rebounded to NT$1.50 billion from a loss of NT$1.24 billion year-over-year.
Basic and diluted EPS for Q1 2026 were NT$0.20, up from NT$0.12 in Q1 2025.
Cash and cash equivalents increased to NT$58.55 billion as of March 31, 2026.
Total assets rose to NT$387.25 billion, with equity at NT$229.09 billion.
Outlook and guidance
Management expects continued growth from integration of PIONEER and ongoing demand for display solutions.
Dividend payout for 2025 set at NT$0.50 per share, reflecting confidence in future cash flows.
- Revenue up 4.7%, profit down 90%; Pioneer deal and high-margin shift reshape outlook.348
Q4 202511 May 2026 - Q2 2024 revenue up 12.6%, gross margin at 10%, and net profit rebounded after prior losses.348
Q2 20242 Feb 2026 - Profitability restored in 2024 with NT$6.7B net income, margin gains, and strong cash returns.348
Q4 20242 Dec 2025 - 3Q25 revenue up 2.8% QoQ, net profit at NT$0.19B; panel demand to soften in 4Q25.348
Q3 20252 Dec 2025 - 2Q25 saw slight revenue growth and margin improvement, but net loss persisted.348
Q2 20251 Aug 2025 - Q3 2024 returned to profit, margins improved, and a major asset sale to TSMC was announced.348
Q3 202413 Jun 2025 - 1Q25 net profit rebounded to NT$1.1B on higher revenue and improved margins.348
Q1 20256 Jun 2025
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