Lumir IR Key Takeaways

  • 1. IR Event: Strengthening Communication with Investors

    Lumir shared its current management status and future vision, and answered investor questions during the domestic NDR IR on August 21st. This demonstrates a proactive approach to enhancing investor confidence and corporate value.

  • 2. Core Business and Competitiveness: Leading SAR Satellite Technology

    Lumir has proven its technological prowess with successful satellite launches and securing the contract for the next-generation medium-sized satellite No. 5 SAR system. With the launch of LumirX-1 in the first half of 2026, they plan to accelerate their entry into the global satellite service market. New businesses such as drone SAR and space bio cabinets are also underway.

  • 3. Financial Status Analysis: Continued Investment for Future Growth

    While revenue decreased compared to the same period last year, the debt ratio improved and cash liquidity is secured. The high ratio of R&D investment to sales demonstrates their commitment to securing future growth engines. The short-term decline in performance is attributed to temporary factors such as delays in projects at major clients, and future revenue recovery and profitability improvement are expected.

  • 4. Future Growth Outlook: Leaping Forward with the LumirX System

    Lumir is expected to secure long-term growth through the establishment and full-scale service of the LumirX constellation satellite system, expansion of civil business, and entry into new businesses. The success of technology development and projects is a key factor to monitor continuously.

  • 5. Action Plan for Investors

    Investors should pay attention to Lumir’s technological competitiveness, the potential of the LumirX system, and the growth potential of new businesses. It is crucial to carefully review the growth strategies and risk management plans presented in the IR to inform investment decisions.