ISU Petasys (A007660) Q4 2025 earnings summary

Executive summary

• Achieved record annual sales and operating profit in 2025, driven by strong demand from global data centers and AI infrastructure investments.

• Significant growth in high-value multilayer PCB products, with a strategic focus on expanding production capacity ahead of anticipated demand.

• Enhanced profitability through increased share of high-specification products and operational improvements across headquarters and overseas subsidiaries.

Financial highlights

• 2025 consolidated revenue reached ₩1,088.8 billion, up 30% year-over-year; operating profit doubled to ₩204.7 billion, up 101%.

• Standalone revenue for the main entity grew 29% to ₩929.7 billion, with operating profit up 94% to ₩152.1 billion.

• Chinese subsidiary revenue rose 50% to ₩227.9 billion, with operating profit up 116% to ₩39.8 billion.

• Operating margin improved from 12.2% in 2024 to 18.8% in 2025.

• Net income for 2025 was ₩168.5 billion, up from ₩74.0 billion in 2024.

Outlook and guidance

• 2026 revenue growth expected, with multilayer PCB sales projected to comprise 31% of total sales.

• Anticipated annual order intake of over ₩1.3 trillion in 2026, driven by AI and high-performance computing demand.

• Ongoing investments to secure early capacity expansion, targeting 10.5K㎡ multilayer production by 2027.