UNISEM (036200) Q1 2026 earnings summary

Executive summary

• Specializes in semiconductor and display equipment, with leading market share in gas scrubbers (40%+) and chillers (30%+).

• Q1 2026 revenue was KRW 74.8B, with scrubbers accounting for 27%, chillers 40%, and maintenance/other 33%.

• Maintains strong R&D focus, with 3.6% of sales invested in Q1 2026.

• Holds AA- credit rating and has a stable capital structure.

Financial highlights

• Q1 2026 consolidated revenue: KRW 74.8B (down from KRW 273.3B in FY25 Q4, reflecting seasonality).

• Operating income: KRW 5.1B; net income: KRW 5.5B; basic EPS: KRW 188.

• Gross margin: 13% (KRW 9.5B gross profit on KRW 74.8B revenue).

• Cash and equivalents: KRW 20.0B; total assets: KRW 293.0B; equity: KRW 247.3B.

• Debt ratio: 18.5%; net cash position.

Outlook and guidance

• Global semiconductor market expected to grow 26.3% in 2026, with memory segment up 39.4%.

• Company aims to expand market share and maintain leadership in eco-friendly equipment.

• Focus on cost competitiveness, quality, and new customer acquisition amid industry growth and volatility.