1. JVuM’s Q1 2025 Earnings: A Mixed Bag

JVuM recorded sales of KRW 42.8 billion and operating profit of KRW 8.9 billion in Q1 2025. While sales decreased compared to the same period last year, operating profit increased. This mixed result stems from declining demand in the small pharmacy market, offset by strong sales of large-scale equipment.

2. Key Points to Watch at the August 1st IR

The upcoming IR will primarily focus on Q2 earnings and the future outlook. Pay close attention to the following:

  • Q2 Earnings: Potential for sales rebound and profitability maintenance
  • Future Outlook: Strategies to address economic downturn and intensifying competition
  • New Products and Global Market Expansion: Impact of new product launches (COUNTMATE, INTIPharm, MENITH) and global expansion strategies
  • Risk Management: Measures to mitigate risks related to exchange rate fluctuations and raw material price volatility

3. Action Plan for Investors

Stock price volatility may increase following the IR results. Investors should carefully analyze the IR information and consider the following points when formulating their investment strategy:

  • Positive Scenario: Improved Q2 earnings and positive future outlook → Consider buying
  • Negative Scenario: Continued sluggish performance and uncertain outlook → Consider holding or selling