All Ring Tech (6187) Q2 2026 earnings summary

Executive summary

• H1 revenue, gross profit and operating income grew YoY; EPS rose 53.7% to NT$11.90, while gross margin declined 2.1 ppt to 53.6%.

• H1 included NT$908,192k of unrealized financial-asset gains in OCI; fair-value gains also contributed to non-operating income.

• Independent review conclusion was qualified because certain subsidiaries and equity-method investments used unreviewed financial statements.

Financial highlights

• Q2 revenue was NT$2,354,637k versus NT$1,523,685k YoY; H1 revenue was NT$3,766,081k versus NT$2,770,607k, up 35.9%.

• Q2 operating profit was NT$783,342k versus NT$463,762k; H1 operating profit was NT$1,111,110k versus NT$884,529k.

• Q2 profit for the period was NT$815,962k versus NT$399,401k; H1 profit was NT$1,135,887k versus NT$742,212k.

• H1 gross profit was NT$20.21 hundred million, up 30.8% YoY; basic EPS was NT$11.90 versus NT$7.74 and diluted EPS was NT$11.69 versus NT$7.70.

• H1 net operating margin was 54% versus 56% YoY; Q2 margin was 55% versus 52%.

Outlook and guidance

• Continued R&D investment targets current- and next-generation equipment technologies; R&D expense rose 20.6% to NT$4.57 hundred million.

• Production capacity and equipment investment continued alongside expense-efficiency efforts; July convertible-bond proceeds of NT$4,206,297k were raised for working capital.

• A NT$500 million capital increase for PlatRing Investment was approved August 10, 2026, for potential investment opportunities and working capital.