★★

TLB

TLB Co., Ltd. Q1 2026: Strong Earnings Growth Driven by AI and DDR5 Demand

  • Q1 2026 consolidated revenue of KRW 75.8B (up 43% YoY), operating profit of KRW 10.7B (surge from KRW 0.8B in Q1 2025), net profit of KRW 8.5B (from KRW 0.9B).
  • Total assets KRW 263.0B, liabilities KRW 129.6B, equity KRW 133.4B; sound financial structure.
  • No share buyback or cancellation. 60,000 out of 110,000 treasury shares to be disposed for employee compensation. No dividend plan.
  • Credit rating maintained at BBB (stable, eCredible). Cash flow rating B.
  • Positive outlook driven by AI servers, DDR5, CXL, SOCAMM memory demand. Vietnam subsidiary operational.
  • Risks: raw material price and FX volatility, CEO personal guarantees of KRW 41.8B, environmental regulations.

KOSDAQ Filing Information

  • Filing: Quarterly Report (2026.03)
  • Company: TLB (356860)
  • Submission: TLB Co., Ltd.
  • Receipt: 05-12-2026

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