SFA Semicon Q1 2026: Net Profit Turns Black Despite Operating Loss

Consolidated net profit of 1.19 billion won (vs. net loss of 19.1 billion won in FY2025)
Operating loss of 6.18 billion won (improved from 19.6 billion won loss in FY2025)
Revenue of 107.3 billion won (+42.6% QoQ from 75.3 billion won)
Cash and cash equivalents of 53.3 billion won (up 136% from 22.6 billion won at year-end)
Capacity utilization of 62% (SFA: 40%, Philippines: 67%)
2026 capex plan of 15.7 billion won for expansion
Customer concentration: 75% of sales from single customer
No dividend or share buyback; treasury shares held at 495,304 shares