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Shaanxi Lighte Optoelectronics Material (688150) investor relations material
Shaanxi Lighte Optoelectronics Material Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue rose 34.42% YoY to RMB 176.44m; 9M revenue increased 14.19% to RMB 483.08m, while 9M attributable net profit declined 5.22% to RMB 170.48m.
Higher OLED end-market demand supported sales growth; R&D spending also increased, including work on ultra-thin electronic cloth for copper-clad laminate applications.
Financial highlights
Q3 attributable net profit rose 13.22% YoY to RMB 60.45m; adjusted for non-recurring items, it rose 18.31% to RMB 59.03m.
9M attributable net profit was RMB 170.48m, down 5.22% YoY; adjusted net profit was RMB 164.61m, down 3.02%.
9M total profit was RMB 190.41m, down 7.14% YoY; consolidated net profit was RMB 167.84m versus RMB 179.86m.
Segment performance
OLED terminal-material sales increased YoY as demand from downstream customers grew; no separate segment-level financial results are included in the reported figures.
- OLED-driven growth more than doubled H1 profit as shipments and cash generation surged.688150
Q2 2024 - OLED-led growth lifted FY2024 net income 117%, while customer concentration remains high.688150
Q4 2024 - OLED demand lifted 9M revenue 79.91% and net income 131.70% YoY.688150
Q3 2024 - OLED material growth lifted H1 profit, while customer concentration and pricing remain key risks.688150
Q2 2025 - Record Q1 revenue and profit were driven by 30.59% growth in OLED terminal materials.688150
Q1 2025 - OLED growth lifted FY25 profit; diversification brings execution and customer-concentration risks.688150
Q4 2025 - 9M revenue rose 18.77% and adjusted net profit increased 46.51% YoY.688150
Q3 2025 - OLED growth and BOE-line wins offset margin pressure as new capacity plans advance.688150
Q2 2026 - Lower sales and earnings, but stronger operating cash flow and R&D spending.688150
Q1 2026
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