Sec IR: What was discussed?

Sec delivered key messages at its IR session on September 10, 2025, aiming to enhance investor understanding of its electron beam and X-ray technologies and boost its corporate value. Here are the main points:

  • 1. Introduction to electron beam and X-ray technologies
  • 2. Overview of the company and its business (semiconductors, batteries, defense, etc.)
  • 3. Future investment plans

Sec’s Growth Drivers: Why should you pay attention?

Sec specializes in X-ray inspection systems, playing a crucial role in future growth industries such as HBM, advanced packaging, electric vehicle batteries, ESS, and K-defense. The trend towards 3D CT X-ray systems and the increasing demand for reliable battery inspection further highlight Sec’s technological competitiveness. The company’s focus on enhancing competitiveness through AI/Deep-learning technology is also noteworthy.

Investment Points and Risks: What should investors do?

Despite a weak Q1 performance, Sec boasts a solid order backlog of 58.524 billion won. The company plans to improve profitability by utilizing funds secured through its IPO for facility investment and production capacity expansion. However, the global economic slowdown and exchange rate volatility represent potential risk factors.

Action Plan for Investors

Investors considering Sec should carefully review the IR materials and upcoming earnings announcements while continuously monitoring macroeconomic and industry trends. It will be particularly helpful to assess the specific results of Sec’s core technological competitiveness, growth strategies, and plans for profitability improvement.