Catalyst Event

LX Semicon Co Ltd (108320) · Earnings Release

From Akros Korea Shareholder Return High Dividend Index (AKSRHD)

4/30/2026, 12:00:00 AM

Earnings ReleaseSentiment: Negative

Announced Q1 2026 consolidated earnings, which fell significantly short of market expectations. The company reported revenue of KRW 388.8 billion and an operating profit of KRW 20.6 billion, a 65.5% decrease year-over-year. The 'earnings shock' was attributed to a slump in sales of mobile Display Driver ICs (DDI) and a base effect from high inventory demand in the prior year. High importance is estimated due to the significant earnings shock likely causing a price impact of 10% or more expected.

Korean Translation

2026년 1분기 연결 실적 발표, 시장 기대치를 큰 폭으로 하회함. 매출 3,888억 원, 영업이익 206억 원(전년 동기 대비 65.5% 감소)을 기록함. 이번 '어닝 쇼크'는 모바일 디스플레이 구동칩(DDI) 판매 부진 및 전년도 재고 확보 수요에 따른 기저효과에 기인함. 10% 이상의 주가 영향이 발생할 것으로 예상됨.

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