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LX Semicon (108320) investor relations material
LX Semicon Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for 1Q26 was KRW 3,888 hundred million, down 18.4% year-over-year and 0.3% sequentially from 4Q25.
Gross profit for 1Q26 was KRW 1,164 hundred million, with a gross margin of 29.9%, down from 30.5% in 4Q25.
Operating profit for 1Q26 was KRW 206 hundred million, a 17.3% sequential decrease and a 65.5% year-over-year decline.
Net profit for 1Q26 was KRW 154 hundred million, down from KRW 249 hundred million in 4Q25.
Financial highlights
EBITDA for 1Q26 was KRW 303 hundred million, with an EBITDA margin of 7.8%, down from 8.8% in 4Q25.
SG&A expenses decreased to KRW 958 hundred million in 1Q26, representing 24.6% of revenue.
R&D expenses were KRW 549 hundred million in 1Q26, or 14.1% of revenue.
Total assets increased to KRW 15,016 hundred million as of March 2026, up 7.3% from December 2025.
Cash and cash equivalents rose 20.9% sequentially to KRW 5,423 hundred million.
Outlook and guidance
Forward-looking statements indicate uncertainty due to market and operational factors, with actual results potentially differing materially from projections.
- 4Q25 revenue fell 20.5% YoY, with mobile sales rising to 46% of the product mix.108320
Q4 20255 Feb 2026 - 3Q25 revenue rose 4.2% sequentially, with improved cash and higher mobile/IT segment shares.108320
Q3 20254 Nov 2025 - 2Q25 saw steep declines in revenue and profit, but improved cash position and lower liabilities.108320
Q2 202524 Jul 2025 - 3Q24 saw modest revenue growth, margin compression, and a shift in segment sales mix.108320
Q3 202413 Jun 2025 - 2Q24 revenue and profit rose sharply, with improved margins and stronger liquidity.108320
Q2 202413 Jun 2025 - 1Q25 saw higher profits, margin expansion, and a surge in mobile segment sales.108320
Q1 20256 Jun 2025 - 4Q24 revenue rebounded, but margins and ROE fell as liabilities surged.108320
Q4 20246 Jun 2025
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