1. What Happened? S&S Tech’s Q2 2025 Earnings Release

S&S Tech released its preliminary Q2 2025 earnings on July 29, 2025. While revenue and operating profit beat market expectations, net profit fell short.

  • Revenue: KRW 60.7B (vs. expected KRW 58B, +5%)
  • Operating Profit: KRW 13.3B (vs. expected KRW 12.6B, +6%)
  • Net Profit: KRW 10.1B (vs. expected KRW 12.6B, -20%)

2. Why These Results? Analyzing the Positive & Negative Factors

Positive Factors

  • Positive returns on EUV investments
  • Strong semiconductor and display market

Negative Factors

  • Unclear reasons for net profit decline (potential factors include rising raw material prices, exchange rate fluctuations)
  • Potential increase in market competition

3. What’s Next? Market Outlook and Analysis

Macroeconomic uncertainties, such as rising US interest rates and volatile raw material prices, coupled with intensifying competition in the semiconductor market, could pose challenges for S&S Tech. However, positive returns on EUV investments offer potential long-term growth.

4. What Should Investors Do? Action Plan

Investors should be aware of potential short-term volatility in stock price. Closely monitor the company’s further disclosures and future performance improvement strategies. Investment decisions should be made considering macroeconomic indicators and industry trends. Long-term investors should continue to monitor the performance of EUV investments.