UNISEM (036200) Q2 2026 earnings summary

Executive summary

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

• Revenue for the half-year ended June 2026 was KRW 154.98 billion, with net income of KRW 10.79 billion.

• Maintains strong relationships with major clients such as Samsung Electronics and SK Hynix, with annual supply contracts.

Financial highlights

• Consolidated revenue for H1 2026: KRW 154.98 billion, down from KRW 273.33 billion in H1 2025.

• Operating income: KRW 10.47 billion; net income: KRW 10.79 billion.

• Gross margin improved to 12.8% from 11.1% year-over-year.

• Cash and cash equivalents at period end: KRW 17.89 billion.

• Basic EPS for H1 2026: KRW 367.

Outlook and guidance

• Anticipates continued growth in the global semiconductor market, with WSTS projecting 26.3% market growth in 2026.

• Expects robust demand for high-value semiconductor equipment driven by AI and data center investments.

• Plans to expand market share through R&D and product portfolio diversification, especially in eco-friendly equipment.