UMS Integration (558) Q4 2025 earnings summary

Executive summary

• Net attributable profit rose to S$41.6 million in FY2025, with revenue up 4% to S$251.1 million year-over-year.

• 4QFY2025 net attributable profit grew 5.7% quarter-over-quarter to S$11.1 million.

• Gross material margins improved, and positive net cash from operations and free cash flow were generated.

• Final dividend of 2 cents per share declared.

• Integrated System contract renewed for three years amid strong semiconductor demand.

Financial highlights

• FY2025 revenue increased 4% to S$251.1 million, driven by 5% growth in Semiconductor and 4% in Others segments.

• Net profit before tax up 7% to S$50.3 million; net profit up 5% to S$43.7 million year-over-year.

• Gross material margin rose to 54% in FY2025 from 51% in FY2024.

• Earnings per share increased to 5.85 cents; NAV per share grew to 60.35 cents.

Outlook and guidance

• Strong demand expected in semiconductors and aerospace, with robust forecasts from key customers for 2026 and 2027.

• Group expects to remain profitable in FY2026, supported by new manufacturing facilities and product introductions.

• Ongoing investments planned to support long-term growth while managing market volatility.