Dongjin Semichem Co (A005290) Investor presentation summary

Company overview and strategy

• Leading provider of advanced materials for semiconductors, displays, and green energy, with a strong global presence and history of innovation.

• Achieved domestic firsts in EUV photoresist mass production, breaking previous market monopolies.

• Expanded into the US with significant investment in Texas, enhancing global supply chain positioning.

• Focused on R&D for next-generation semiconductor and battery materials, including CNT conductive agents and silicon anode materials.

• Pursuing aggressive growth through global capacity expansion and governance improvements.

Core business segments

• Semiconductor materials: market leader in photoresist, thinner, CMP slurry, and other process chemicals.

• Display materials: pioneered domestic development of organic insulating layers, photoresist, and other key display chemicals.

• Green energy: advancing battery materials for major clients and expanding into next-generation energy solutions.

Financial performance

• Q1 2026 sales rose 12.2% YoY, with operating profit up 39.4% and net profit up 85.2%.

• Strong profit growth driven by increased semiconductor material volumes and favorable FX rates.

• Ongoing divestment of Chinese subsidiaries, with financials reflecting discontinued operations.

• Maintains robust financial structure with improving capital ratios and liquidity.