ISU Petasys (007660) Q2 2026 earnings summary

Executive summary

• Achieved consolidated revenue of KRW 720.2 billion and operating income of KRW 144.3 billion for H1 2026, up 46% and 61% year-over-year, respectively.

• Net income reached KRW 110.2 billion, a 58% increase year-over-year.

• Growth driven by strong demand in AI, data center, and network infrastructure PCB markets.

• Continued expansion of production capacity, including new plant investments and automation.

Financial highlights

• Gross margin improved to 25.7% in H1 2026 from 23.6% in H1 2025.

• Earnings per share (EPS) rose to KRW 1,501 from KRW 1,033 year-over-year.

• Cash and cash equivalents at period end: KRW 144.3 billion.

• Total assets increased to KRW 1.47 trillion, up from KRW 1.29 trillion at year-end 2025.

• Dividend payout ratio for 2025 was 10.7%, with plans to gradually increase to 25–30% by 2029.

Outlook and guidance

• Expects continued growth in high-value PCB demand for AI, server, and network infrastructure.

• Ongoing investments in new production lines and capacity expansion to meet market demand.

• Focus on product portfolio diversification and global supply chain optimization.

• Targeting further improvement in profitability and market share.