SG Micro (300661) investor relations material

Executive summary

• Revenue for H1 2026 reached ¥2.60 billion, up 42.7% year-over-year, with net profit attributable to shareholders at ¥420 million, a 109.28% increase year-over-year.

• Gross margin was 51.84%, with significant growth in both signal chain and power management product lines.

• The company completed an H-share IPO on the Hong Kong Stock Exchange, raising significant capital.

• R&D investment remained robust, with 23.77% of revenue allocated and 1,401 R&D staff, supporting ongoing product innovation.

Financial highlights

• Operating cash flow was ¥382 million, up 59.28% year-over-year.

• Total assets at period-end were ¥11.77 billion, up 69.24% from year-end 2025.

• Net assets attributable to shareholders rose 84.61% to ¥6.95 billion.

• Basic EPS was ¥0.6775, and diluted EPS was ¥0.6667, both more than double the prior year.

• Non-recurring gains totaled ¥64.65 million, mainly from government grants and fair value changes.

Outlook and guidance

• The company expects continued growth driven by AI, digital transformation, and green energy trends.

• Industry forecasts predict global semiconductor sales to exceed $1.6 trillion in 2026, with strong demand for AI and automotive chips.

• Management will focus on expanding into new markets and applications, maintaining high R&D investment, and strengthening supply chain management.