TCC Group Holdings (1101) Q2 2026 earnings summary

Executive summary

• Q2 FY26 revenue reached NT$38.1B, up 7.8% year-over-year, with cement contributing 84% of total revenue.

• Gross margin improved by 267bps to 17.8% year-over-year; operating margin rose 309bps to 6.2%.

• Net income attributable to shareholders for Q2 was NT$2,562M, with EPS at NT$0.29.

• For 1H FY26, revenue was NT$71.3B, up 1.4% year-over-year, and EPS surged 442.9% to NT$0.38.

Financial highlights

• Q2 gross profit increased 26.9% year-over-year to NT$6,783M; operating income more than doubled to NT$2,378M.

• 1H gross margin rose to 18.2%, up 224bps year-over-year; operating margin reached 7.3%.

• Adjusted 1H net income (including FVOCI equity instrument disposal gain) was NT$9,214M, with adjusted EPS at NT$1.18.

Outlook and guidance

• Proceeds from equity disposals in Q1 2026 are earmarked to optimize capital structure and support core business development.

• Continued prudent management of non-core equity investments to enhance long-term shareholder value.