ENNOSTAR (3714) Q2 2026 earnings summary

Executive summary

• Net revenue for 2Q26 reached NT$6,324 million, up 20.6% sequentially and 10.2% year-over-year.

• Achieved consolidated revenue of NT$11,569 million for the six months ended June 30, 2026, up slightly from NT$11,372 million year-over-year.

• Net income attributable to the parent company was NT$1,245 million in 2Q26, while net profit for H1 2026 was NT$1,117 million, both marking a turnaround from prior losses.

• Net profit margin improved to 19.7% in 2Q26 from -2.8% in 1Q26 and -15.3% in 2Q25.

• Significant merger completed: Ennostar merged with Lextar effective January 1, 2026.

Financial highlights

• Gross margin was 10.9% in 2Q26 and 11% for H1 2026, both up from the previous year.

• Operating margin stood at -6.0% in 2Q26, while for H1 2026 it was 11%.

• Basic EPS was NT$1.69 in 2Q26 and NT$1.49 for H1 2026.

• EBITDA margin was 5.8% in 2Q26.

• Cash and cash equivalents stood at NT$13,581 million as of June 30, 2026.

Segment performance

• Revenue from TV BLU and Automotive applications remained strong, with Automotive accounting for 22% of 2Q26 revenue.

• General Application and Professional Lighting segments showed stable contributions.

• Ennostar Group reported NT$11,569 million in revenue and NT$1,117 million in segment profit for H1 2026.