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UNIVERSAL MICROWAVE TECH (3491) investor relations material
UNIVERSAL MICROWAVE TECH Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and business focus
Founded in 1999, listed in 2008, with NT$688 million capital, specializing in wireless communications.
Main products include microwave and millimeter wave components and antennas for low earth orbit (LEO) satellites, mobile backhaul, and RF antennas.
Key application areas: LEO satellites, mobile communications, unmanned vehicles, and smart transportation.
Financial performance and growth
H1 2026 revenue reached NT$1.92 billion, up 69.5% YoY, setting a new record for the period.
H1 2026 gross margin was 56.9%, with operating profit margin at 28.9% and EPS at NT$8.15, surpassing last year's full-year profit.
LEO satellite products contributed 77% of H1 2026 revenue, up from 59% YoY.
Net profit for H1 2026 was NT$561 million, up 161% YoY.
Product and market highlights
Three main business lines: 5G/4G backhaul (10.7% of H1 2026 revenue), RF antennas (12.3%), and LEO satellites (77%).
LEO satellite business covers payload, TTC, ISL, DTC, and feeder links, with 85% of H1 2026 LEO revenue from payload-related products.
Competitive advantages include advanced mmWave/THz design, precision manufacturing, strong customer base, and custom solutions.
- Record Q1 2026 results fueled by LEO satellite growth and expanding production capacity.3491
Investor presentation - Low-earth orbit satellite solutions and millimeter wave technology drive rapid growth.3491
Investor presentation - LEO satellite solutions drive revenue growth, leveraging advanced millimeter-wave technology.3491
Investor presentation - Q1 2024 revenue grew 43% and net income rose 84% year-over-year, with EPS at NT$2.22.3491
Q1 2025 - Q1 2026 saw record revenue and profit growth, with higher margins and expanded dividends.3491
Q1 2026 - First-half 2024 net income jumped 127% year-over-year, driven by strong revenue growth.3491
Q2 2024 - H1 2024 revenue grew 4.8% but net income dropped 24% amid margin pressure and subsidiary divestment.3491
Q2 2025 - Revenue and profit soared year-over-year, driven by margin gains and global expansion.3491
Q3 2024 - Revenue and profit declined year-over-year, with ongoing international expansion and capital discipline.3491
Q3 2025
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