1. BCnC IR: What Happened?

BCnC held its IR meeting on July 24, 2025, targeting domestic institutional investors. The company focused on explaining its main business activities and addressing questions to enhance investor understanding. Following a disappointing Q1 performance, investor attention was focused on future business strategies and growth potential.

2. Q1 Earnings and Fundamentals: Why Does it Matter?

BCnC reported declining sales and a net loss in Q1 2025. While seasonal factors and a temporary decrease in market demand were cited as reasons, the high debt ratio (132.99%) and raw material price fluctuation risks raised investor concerns. However, in-house production of synthetic quartz material (QD9+), mass production of new material (CD9), and successful development of silicon materials suggest long-term growth potential. The success of new businesses (ST-T1, BC-T1) is expected to significantly impact future corporate value.

3. Key IR Takeaways and Investor Impact: What Should You Do?

  • Positive Factors: Increased investor confidence, promotion of new businesses and technologies (ST-T1, BC-T1, QD9+, CD9, silicon material), sharing risk management strategies, and securing investment opportunities.
  • Negative Factors: Unexpected negative questions and potential negative market reactions.

External factors, such as US/Europe/Korea base interest rates, KRW/USD and KRW/EUR exchange rates, raw material (crude oil) prices, and international gold prices, could also influence BCnC’s stock price.

4. Investment Action Plan: What Should a Savvy Investor Do?

Investors should carefully analyze the IR content and evaluate the company’s explanation for the weak Q1 performance and its future growth strategy. It’s crucial to review concrete information regarding the commercialization potential of new businesses and plans for debt ratio reduction, while also examining strategies for responding to external environmental changes. Continuous monitoring of market reactions and disclosed information following the IR, paying close attention to Q2 earnings announcements and the progress of new businesses, is essential.