LOT VACUUM (083310) Q2 2026 earnings summary
Event summary combining transcript, slides, and related documents.
Q2 2026 earnings summary
23 Aug, 2026Executive summary
Specializes in manufacturing, sales, and servicing of dry vacuum pumps for semiconductors, displays, solar, and secondary batteries, with 2026 H1 consolidated sales of KRW 144.1 billion and a dominant 83.2% revenue share from vacuum pumps.
Maintains a strong domestic market presence (79% of sales) and is the only domestic dry vacuum pump specialist, competing with global firms.
Recent years marked by R&D achievements, product line expansion, and a 2025 merger to streamline operations and enhance competitiveness.
Financial highlights
2026 H1 consolidated revenue: KRW 144.1 billion (down from KRW 244.9 billion in 2025 H1).
Operating income: KRW 3.3 billion (vs. operating loss of KRW 8.1 billion in 2025 H1).
Net income: KRW 5.5 billion (vs. net loss of KRW 7.8 billion in 2025 H1).
Cash and cash equivalents: KRW 77.8 billion as of June 2026.
Total assets: KRW 338.6 billion; equity: KRW 249.9 billion.
Outlook and guidance
Market demand for vacuum pumps expected to remain stable due to ongoing semiconductor and display investments and replacement cycles.
Company aims to maintain R&D investment, expand product lines, and strengthen after-sales service to reinforce market leadership.
Latest events from LOT VACUUM
- 2025 saw revenue drop and deeper losses, with over 74% of sales from one major client.083310
Q4 2025 - Revenue dropped 43.8% with a swing to operating loss and sharply lower net income.083310
Q4 2024 - Q3 2025 revenue and margins declined, with top two customers driving nearly 90% of sales.083310
Q3 2025 - Q1 2025 revenue and profit fell sharply, with a net loss and high customer concentration risk.083310
Q1 2025 - Profitability restored in 2025.2Q, but H1 2025 saw a sharp revenue drop and net loss.083310
Q2 2025 - Revenue fell 57% year-over-year, with profits sharply down but cash and R&D investment maintained.083310
Q3 2024 - H1 2024 sales fell sharply, but the company remains profitable and focused on core vacuum pump technology.083310
Q2 2024 - Q1 2026 revenue was KRW 62.6B with a net loss of KRW 2.5B, driven by vacuum pump sales.083310
Q1 2026