Taiwan · Delayed Price · Currency is TWD Chroma ATE Earnings Call Transcripts
Fiscal Year 2026
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Record Q1 results with net sales up 73% year-over-year and strong growth in AI-driven ATS and semiconductor testers. Gross margin reached 63%, and major AI HPC clients are driving demand, prompting capacity expansion plans.
Fiscal Year 2025
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Record sales and net income in 2025 were driven by robust growth in testing equipment, AI power, and photonics sectors. Margins and returns improved significantly, with strong order visibility for 2026 and continued expansion in key technology markets.
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Q3 net sales grew 14% year-over-year, with net income up 253% due to a one-time apartment sale gain. AI server power and semiconductor segments are set for continued double-digit growth, supported by strong customer demand and ongoing expansion.
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Second quarter saw 17% year-over-year sales growth and record margins, with strong performance in testing equipment, semiconductors, and photonics. AI server and system-level tester demand is driving robust outlook for the second half, despite FX headwinds.
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Shareholders approved record-high cash dividends and reviewed strong financial growth, driven by AI-related semiconductor demand. All major proposals, including amendments to the Articles of Incorporation, passed with significant support.
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First quarter results set new records for revenue and net income, with strong growth in both the power and semiconductor segments. Management expects continued momentum into Q2, driven by robust demand for AI and 5G infrastructure, but remains cautious about macroeconomic and geopolitical risks.
Fiscal Year 2024
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2024 saw 16% sales growth, 32% net income growth, and a 22% ROE, driven by strong semiconductor and photonics performance. A one-time TWD 3 billion capital gain and a 72% dividend payout were reported, with 2025 growth expected from semiconductors and sector recovery.
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Q3 2024 saw 16% YoY revenue growth and strong semiconductor momentum, offsetting weakness in EV/power. Metrology and system-level testers are set to drive future growth, with robust order visibility through 2026 and a stable 70% dividend payout ratio.
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Q2 2024 saw strong 25% year-over-year and sequential sales growth, with net income up 36% and EPS up 38%. Semiconductor sales surged 200% in H1, and the outlook for H2 is positive, though ATS growth remains flat due to EV sector weakness.