1. OPUSNET H1 2025 Performance: What Happened?

OPUSNET reported impressive Q2 2025 results, with revenue reaching ₩58.1 billion, operating profit at ₩5.5 billion, and net income at ₩4.5 billion, marking substantial growth compared to the previous quarter. Notably, operating profit surged by a staggering 817% quarter-over-quarter, and the operating profit margin significantly improved to 9.47%.

2. Reasons Behind the Surge

This growth can be attributed to the increased proportion of maintenance revenue (39.6%) and the decrease in network construction revenue (39.0%). Stable maintenance revenue ensures consistent profits, while investments in new technologies like Cisco SI Gold Partnership, SDN, cloud, and big data contribute to securing future growth drivers. The company’s robust financial health, with a debt-to-equity ratio of 10.46%, is another positive factor.

3. Future Outlook and Investment Strategy

Building on its strong Q2 performance, OPUSNET is expected to maintain steady growth. However, investors should consider potential headwinds such as a slowdown in the ICT market, increased competition, and sensitivity to interest rate fluctuations due to the size of its short-term borrowings. Closely monitoring future earnings trends and the company’s efforts to secure new growth drivers will be crucial.

4. Action Plan for Investors

  • Develop a deep understanding of OPUSNET’s business model and competitive advantages.
  • Analyze ICT market trends and competitive landscape.
  • Continuously monitor future earnings announcements and disclosures.
  • Make investment decisions based on individual investment goals and risk tolerance.