UNIVERSAL MICROWAVE TECH (3491) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
14 Jul, 2026Company overview and product portfolio
Founded in 1999, listed in 2008, with NT$688 million capital, focused on wireless communications.
Specializes in microwave and millimeter wave components and antennas for low-earth orbit satellites and mobile backhaul.
Main products include waveguide components, RF antennas, and solutions for 5G/4G backhaul, IoT, and smart applications.
Revenue breakdown and business focus
Low-earth orbit satellite segment contributed 59% of 2025 revenue and 79.4% in Jan-Apr 2026.
RF antennas accounted for 21.6% of 2025 revenue and 10.66% in Jan-Apr 2026.
5G/4G backhaul made up 15.9% of 2025 revenue and 9.94% in Jan-Apr 2026.
Technology and competitive advantages
Advanced millimeter wave and THz technology with high-precision machining and low insertion loss.
Long-term competitive edge from industry trends, key clients, mature design, and custom solutions.
Acts as a critical, hard-to-replace supplier with proven product reliability and flight history.
Latest events from UNIVERSAL MICROWAVE TECH
- H1 2026 revenue hit NT$1.92B, with LEO satellites fueling 77% of sales and 161% profit growth.3491
Investor presentation - Record Q1 2026 results fueled by LEO satellite growth and expanding production capacity.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