SK Electronics raises FY9/25 guidance after strong quarterly results

Published 12/08/2025, 11:36
SK Electronics raises FY9/25 guidance after strong quarterly results

Investing.com -- SK Electronics reported third-quarter fiscal year 2025 results showing sales of ¥7.8 billion, up 3.6% year-over-year, while operating profit reached ¥1,032 million, down 27.0% compared to the same period last year.

Despite the year-over-year profit decline in the third quarter, the company maintained high performance levels similar to the first half of the fiscal year. The quarterly results exceeded market expectations of ¥7.4 billion in sales and ¥800 million in operating profit.

For the first nine months of fiscal year 2025, SK Electronics achieved sales of ¥22.0 billion, representing a 12.2% increase year-over-year. EBITDA rose 27.2% to ¥5,556 million, while operating profit jumped 40.0% to ¥3,172 million.

Compared to the second quarter, the company posted gains of ¥500 million in sales and ¥100 million in operating profit. The OLED ratio increased to 51% in the third quarter, up 11 percentage points quarter-over-quarter.

Chinese business expanded to represent 65% of total sales, a 7 percentage point increase. The company benefited from stronger smartphone and OLED development demand amid new model releases. Korean business rose to 19%, up 4 percentage points.

SK Electronics acquired Asahi Tec, a manufacturer of screen masks and metal masks for automotive and electronics parts, as a subsidiary in May. This acquisition contributed ¥125 million in sales and ¥7 million in operating profit to the third quarter results.

The company raised its full-year fiscal 2025 guidance, adding ¥300 million to sales and ¥400 million to operating profit forecasts. For the fourth quarter, SK Electronics targets ¥7.3 billion in sales, ¥1,694 million in EBITDA, and ¥828 million in operating profit.

While the fourth quarter outlook anticipates a modest quarter-over-quarter decline in sales due to seasonality, the company expects continued healthy trends, primarily in smartphone and OLED segments.

SK Electronics reduced its fiscal year 2025 capital expenditure budget by ¥800 million to ¥7.1 billion due to delays in projects originally scheduled for the fourth quarter. This adjustment also trimmed depreciation costs by ¥100 million.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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