Ingenic Semiconductor (300223) H2 2025 earnings summary

Executive summary

• Revenue reached ¥4.74 billion in 2025, up 12.54% year-over-year, with net profit attributable to shareholders at ¥376 million, up 2.74% year-over-year.

• Growth driven by strong demand in storage, computing, and analog/interconnect chips, especially in automotive and industrial sectors.

• The company maintained a robust R&D focus, with 15.19% of revenue invested in R&D and significant new product launches in DRAM, AI MCU, and LED drivers.

• Cash dividend of ¥1.50 per 10 shares proposed, representing 19.24% of net profit.

Financial highlights

• Operating income: ¥4.74 billion, up 12.54% year-over-year.

• Net profit attributable to shareholders: ¥376 million, up 2.74% year-over-year.

• Gross margin: 34.01%, down 2.65 percentage points year-over-year.

• Operating cash flow: ¥623 million, up 71.3% year-over-year.

• Basic EPS: ¥0.7803; weighted average ROE: 3.06%.

• Total assets: ¥13.57 billion, up 5% from prior year-end.

Outlook and guidance

• Expects continued strong demand for DRAM and AI-related chips in 2026, with storage supply remaining tight and prices rising.

• Plans to accelerate new product launches in DRAM, 3D DRAM, AI MCU, and high-performance SoC.

• Will strengthen global market expansion, supply chain management, and talent development.