1. KOMICO IR: What Was Discussed?

On August 19, 2025, KOMICO held an investor relations (IR) session for institutional investors. The main objectives were to present the first-half business performance and share key business strategies for securing future growth drivers such as AI and 5G, while strengthening communication with investors.

2. Why It Matters: Semiconductor Market Growth and KOMICO’s Future

KOMICO directly benefits from the booming semiconductor industry. The expansion of AI, 5G, and server markets, as well as the trend toward advanced semiconductor processes, are key factors supporting KOMICO’s growth. However, with recent increases in financial expenses, the market’s evaluation of the growth strategies and financial soundness plans presented in this IR is crucial.

3. What’s Next?: IR Analysis and Future Outlook

  • Positive Factors: Solid sales growth in the first half, potential benefits from advanced semiconductor market growth, and securing growth momentum through active overseas investment.
  • Risk Factors: Increasing financial expenses, potential for increased competition, and concerns about a global economic slowdown.

KOMICO has set a long-term goal of achieving KRW 700 billion in sales and KRW 250 billion in EBITDA by 2027. If the specific implementation plans and financial stability measures to achieve this align with market expectations, it is expected to have a positive impact on the stock price. Conversely, if the IR content falls short of market expectations or uncertainties remain, stock price volatility could increase.

4. What Investors Should Do: Check Key Indicators and Gather Information

Investors should thoroughly analyze IR materials and related news, and continuously monitor KOMICO’s core business strategies, financial indicator trends, and changes in the competitive landscape. In particular, it is necessary to pay close attention to future financial expense management, profitability improvement, and the performance of global market expansion strategies.