
Lumir IR: What Happened?
Lumir held an IR session on September 9th as part of Eugene Online’s Corporate Day. Key management updates and a Q&A session addressed the status of the launch contract with Company S and the current state of their civilian business (marine solenoids).
Lumir IR: Why Does It Matter?
Lumir holds significant growth potential in the space industry and anticipates stable growth in its civilian business. However, short-term operating losses and underperformance have been investor concerns. This IR session served as a critical opportunity to address these concerns and enhance communication with investors. Specifically, the details regarding the launch contract with Company S and the status of the civilian business provided essential clues for evaluating the company’s future.
Lumir IR: What’s Next?
- Positive Impacts: Potential improvement in investor sentiment, concretization of business plans and enhanced credibility, strengthened IR activities.
- Negative Impacts (Risks): Stock price decline if disappointing information is disclosed, lower-than-expected Q&A satisfaction, continued short-term financial burden.
Action Plan for Investors
Investors should carefully analyze the IR information, closely examining key points like the launch contract with Company S, civilian business (solenoid) updates, the 2026 LumirX satellite launch plan, and future financial improvement and profitability strategies. It is crucial to consider the possibility of increased short-term stock price volatility and to make investment decisions based on continuous monitoring of the company’s business plan execution capabilities and financial health improvements.
FAQ
What are Lumir’s main businesses?
Lumir’s primary focus is on space operations (SAR satellite technology, LumirX satellite launch, and satellite constellation system construction) and a civilian business (marine solenoids).
How is the launch contract with Company S progressing?
This IR session is expected to provide details on the contract’s specific schedule, terms, and anticipated revenue contribution.
What is the current state of Lumir’s finances?
While the debt ratio has improved, operating losses persist, and the high proportion of R&D expenses poses a challenge to short-term profitability.


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