Korea Computer (054040) Q2 2026 earnings summary

Executive summary

• The company operates primarily in the EMS (Electronics Manufacturing Service) sector, producing OLED PBA and QD-OLED PBA products for major electronics clients, with additional activities in industrial inverters and real estate rental.

• The group includes two consolidated subsidiaries: KCI VINA CO., LTD (Vietnam, EMS) and Pacom International Inc. (USA, trading), both 100% owned.

• The largest shareholder is Korea Holdings Co., Ltd., holding 42.11% of shares; 17.88% are treasury shares.

Financial highlights

• Consolidated revenue for H1 2026 was KRW 160.8 billion, down from KRW 417.8 billion for FY2025.

• Operating income for H1 2026 was KRW 6.3 billion, with net income at KRW 7.6 billion.

• Cash and cash equivalents at period end were KRW 39.1 billion.

• Total assets reached KRW 305.5 billion, with equity of KRW 172.2 billion and liabilities of KRW 133.3 billion.

• Basic EPS for H1 2026 was KRW 578.

Outlook and guidance

• The EMS market is expected to continue growing, driven by demand for outsourcing in electronics manufacturing and the rapid product life cycles in display and mobile sectors.

• The company is positioned as a key supplier to major display manufacturers and expects to maintain a strong market position.