InnoCare Optoelectronics (6861) Investor presentation summary

1H 2026 operational summary

• Product mix shifted toward higher-value, high-margin ODM modules, boosting profitability.

• Revenue from emerging markets, especially India, grew rapidly due to local initiatives.

• Multiple new projects reached stable mass production, driving profit growth.

• Strategic inventory preparation supports customer shipments through 2028.

Plant relocation progress and Indian market growth

• Plant relocation plan ensures uninterrupted customer supply, with safety stock coverage through 2028.

• "Make in India" initiatives and local partnerships drive sustainable growth in India.

• Indian market growth fueled by policy support, national TB screening, and telemedicine expansion.

• Local manufacturing and regulatory execution accelerate compliance and tender success.

Industrial inspection technology & application updates

• Expanded high-end industrial detector line for NDT, battery, and semiconductor applications.

• Solutions support advanced packaging, PCBA, SMT, and large panel inspections.

• High precision and high penetration imaging targets Al server, DRAM, and TGV inspection.

• Tier 1 and Tier 2 customer qualifications completed for key components.