SEMCNS Q1 2026: Revenue KRW 27.2B, Operating Profit KRW 7.7B, Up 73% and 437% YoY

Q1 2026 revenue: KRW 27.2B (72.5% YoY↑), operating profit KRW 7.7B (436.9% YoY↑), net profit KRW 7.8B (561% YoY↑)
Debt ratio improved to 41.7% (from 52.4% at year-end 2025); borrowings KRW 66.6B; all convertible bonds fully converted (1.83M new shares)
Basic EPS: KRW 131 (vs KRW 21 in Q1 2025, +524%)
Credit ratings: NICER BBB-, Ecredible BB+ (mixed)
Top 3 customers account for 81% of sales (A 30%, B 28%, C 23%) – high concentration
R&D expenditure: KRW 3.8B (13.8% of sales); 97 patents held
Treasury shares: 179,590 shares (0.3%); 20,410 shares donated to employee stock ownership during quarter (no dividends or share buyback/cancellation)
FX sensitivity: 10% USD appreciation reduces pre-tax profit by ~KRW 0.8B; depreciation increases
Related-party transactions: raw material purchases from Oracom etc. totalling KRW 3.2B

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