1. IMT’s H1 2025 Performance: What Went Wrong?

While IMT achieved revenue growth of 7.3 billion KRW in H1 2025, the company reported an operating loss of 300 million KRW and a net loss of 700 million KRW. Increased investment in new business ventures, acquisition costs, rising raw material prices, and unfavorable exchange rates contributed to this decline.

2. Why the Profitability Concerns?

IMT’s profitability challenges are not solely attributable to external factors. Despite increased revenue driven by HBM market growth, the company’s inability to generate profit suggests internal operational inefficiencies. Costs related to new investments and acquisitions are posing a significant short-term burden.

3. IMT’s Outlook: What’s Next?

IMT’s future hinges on its ability to maintain competitiveness in high-growth sectors like HBM and EUV. Key factors to watch include the successful commercialization of new ventures, implementation of effective cost-cutting measures, and transparent communication with investors. The macroeconomic environment presents significant challenges for IMT.

4. Investor Takeaways: Navigating the Uncertainty

Investors should exercise caution in the short term due to potential volatility in IMT’s stock price. A long-term perspective requires careful monitoring of IMT’s technological competitiveness, the performance of its new business ventures, and progress on profitability improvements. Thorough research and analysis are crucial before making any investment decisions.