LX Semicon (108320) Q4 2025 earnings summary

Executive summary

• 4Q25 revenue was KRW 3,898 billion, down 20.5% year-over-year and 1.2% sequentially from 3Q25.

• Gross profit for 4Q25 was KRW 1,252 billion, with a gross margin of 32.1%.

• Operating profit in 4Q25 was KRW 140 billion, with an operating margin of 3.6%.

• Net profit for 4Q25 reached KRW 454 billion.

Financial highlights

• Annual 2025 revenue was KRW 16,391 billion, a decrease from KRW 18,656 billion in 2024.

• EBITDA for 4Q25 was KRW 344 billion, with an EBITDA margin of 8.8%.

• SG&A as a percentage of revenue decreased to 21.6% in 4Q25.

• Cash and cash equivalents increased to KRW 4,486 billion at year-end 2025.

Segment performance

• Mobile segment accounted for 46% of 4Q25 sales, up from 40% in 3Q25.

• TV and IT segments contributed 24% and 25% of 4Q25 sales, respectively.

• Large DDI product mix was 43% in 4Q25, down from 47% in 3Q25.