Slide 1: 2Q FY2026 Business Result
이엔에프테크놀로지 2Q FY2026 Business Result 26년 2분기실적발표자료 I 2026.08
Slide 2: Earnings Release, Q&A, Appendix
ḂÈẸḔẾẸḔḖ Chapter 1. Earnings Release Chapter 2. Q&A Appendix ḄỂḖḜËĔỂĖẾĒ 댥꺎ﾭ 긄 끗괐꿀 꺲껿갻 Ε 꿔꼪끸끄끿댛꺿Ά 꿮귷꺿꿀가닧 긁끢닞냑 꾋뀵굴, 끗괐끘꺿끌 댅끤끄 꺎꼪뀸ᾚ껿닠ἡ뀊꿀 가닧 닱댱 ҹ꼨 Ή곲 넼끐뀸 냑냑 꾋꼣ﾺￇẦ 겘닠, 긄 끗괐ﾭ 궷곐꿀 가닠 꿘놏끿긁괳 늨닣닞Μ끓꼣ﾺￇ. 끉곞닠 꿘놏 끿긁ﾭ 끉궷 꾌곰냓 겘ﾭ 꾇냒 꾌곰냑냑 꾋뀷뀤닷Ά 꼦끢 꺚댟, ᾚ눋긛굺댛닠 꺎끿 겘ﾭￛ녡 꿘꺚닞꿓갍꺎끿끄 그Ε꿀 걮계 꿔닱뀸 귉뀸 껻 끓ΜẤ끉꿀ᾚ끤갺ӌ ᾁ 꾐꼦갻 ἡ 뀊Ά 꼪낁 ԯΆ
Slide 3: Chapter 1. Earnings Release
Chapter 1. ƁĔĒẸỂẸ ỆḖ ƉẾËẾĔḖẾ 01.경영성과(1)분기실적요약 경영성과(2) 실적현황(연결) 경영성과(3) 실적현황(별도)
Slide 4: Quarterly results summary
01 ḂỀĔẺḔẾĒȀ. EĔĒẸỂ ẸỆḖ ƉẾËẾĔḖẾ Ε꿔꺿Ά ẲȀẴ긙ᾚ꼪끸 뀃꾡 귈갨녓 귂 걣꼝닒골끉 끹 꺎꾸 긗궙 꼪끸 댐낑 굒녹꾘 녶끉 귂 꺑꾸극 긺낺 꿔꾸끉끊Ẳ괫) 녶끉 ￌ뀤: 꾰 뀗 ￌ뀤: 꾰 뀗 귈갨녓 걣꼝닒골끉 ᾚ눋 꿔꾸끉끊 꿔꾸끉끊괫 15.2% 14.6% 14.3% ȀẤẢ ĀẪ 13.6% ȀẤ ÀẠÄ ȀẤ ẢẪĀ ȀÀ ȀẤ ǠẢȂ ÄẠ ȀȀ ÄȀ ÀÄẢ 273 ǠǠĀ ÀȀǠ 249 ǠẠȀ 235 215 ȀẤẪȀÀ ȀẤẪǠĀ ȀẤẪȂǞ ȀẤȀẠ Ả ÄẪÄǠẦȀDZ ÄẪÄǠẦÄDZ ÄẪÄÀẦȀDZ ÄẪÄÀẦÄDZ ÄẪÄǠẦȀDZ
Slide 5: Quarterly results (consolidated)
01 ḂỀĔẺḔẾĒȀ. EĔĒẸỂ ẸỆḖ ƉẾËẾĔḖẾ Ε꿔꺿Ά ẲÄẴ꼪끸 댅댟Ẳ꿋ԯ Ẵ 끹ὁ 갲ᾚ가긺굒녹 ȂẦẢẮ 냐ѧ , 꿔꾸끉끊 ȀÀẦẪẮ 냐ѧ 굒녹꾘 녶끉 ￌ뀤: 꾰 뀗 굒녹뀗ѧ 귂 뉸Ή긺 녶끉 ￌ뀤: 꾰 뀗 꿔꾸끉끊Ẳ괫) 녶끉 ￌ뀤: 꾰 뀗 14.9% ÀẤẢẪĀ 14.0% 11.6% 10.2% ǠẤ ȂÄẠ ǠẤ ĀÄȂ 4.5% ǠẤ ǞȀȀ ǠẤ Ä31 ǠẤ ẪẢ2 ẢȂ1 ǞẤ499 ǞẤÄÄẪ ÄẤĀẢẢ ǠĀ3 ÄẤẢẢẪ ǠÄÄ ẠǠẪ Ä39 ÄẪÄǞ ÄẪÄẠ ÄẪÄǠ ÄǠẦÄDZ ÄÀẦÄDZ ÄẪÄǞ ÄẪÄẠ ÄẪÄǠ ÄǠẦÄ
Slide 6: Quarterly results (separate)
01 ḂỀĔẺḔẾĒȀ. EĔĒẸỂ ẸỆḖ ƉẾËẾĔḖẾ Ε꿔꺿Ά ẲÄẴ꼪끸 댅댟Ẳ극갨Ẵ 끹ὁ 갲ᾚ가긺굒녹 ȀÄẦẠẮ 냐ѧ , 꿔꾸끉끊 ÄẦÀẮ 냐ѧ 굒녹꾘 녶끉 ￌ뀤: 꾰 뀗 굒녹뀗ѧ 귂 뉸Ή긺 녶끉 ￌ뀤: 꾰 뀗 꿔꾸끉끊Ẳ괫) 녶끉 ￌ뀤: 꾰 뀗 15.5% 14.1% 13.1% 11.4% ǠẤ ĀĀẪ 5.2% ǠẤ ȀĀÄ ẠẤȂĀȂ ǠẤ ÄẪ5 ẠẤÀẠ1 ẠẤǠĀȂ ẢȂ5 ǞẤ Ä39 ÄẤȂȂ1 ǠĀ3 ÄẤẢȂ1 ÄẤẠ34 ẠẠ7 ẠǠȂ Ä57 ÄẪÄǞ ÄẪÄẠ ÄẪÄǠ ÄǠẦÄDZ ÄÀẦÄDZ ÄẪÄǞ ÄẪÄẠ ÄẪÄǠ ÄǠẦÄDZ
Slide 7: Chapter 2. Q&A
Chapter 2. DZẶǢ Q. 낱뀃 꼨Έ 낁늿 ҩ귊 댅댟뀷 꾯게ӫ 갺ﾭ냑?
Slide 8: Q&A
QẦ ḂỀĔẺḔẾĒÄ. QẶǢ 낱뀃 꼨Έ 낁늿 ҩ귊 댅댟뀷 꾯게ӫ 갺ﾭ냑Æ 귈갨녓 DÈḖḔḂĈ D ḂËẾĔẸẾĒ 걣꼝닒골끉 ƇḈƁḄ뀊 끷귈꺎굄 눾다 ƁḔḜỀĔẸḔ ḂĈDǍΨ끿 냒댱 뀝끉늌 늴굶꿀 끙괨닞ﾭ ᾁὐ 뇼ᾚ끄꼠곞괻 끑끗, ƇḈƁḄ 걣꼝닒골끉끄 Ϋ댬뀯 닱꺚뀸 뀤닧끸뀊갺ﾭ Ὴ께꿟꿏궛 걡뀸 낁ӌ닞꿈 , 뀝끉늌 늴굶끄 ԯ닣뀸 녭껗댚닞Μ 끷귈꺎굄ẲǢẸḔỂƉẾḘËẾḜḔỂÈẸẴΨ끿뀊 꼧ѩ 껗끤곽Ấ 댱께 Ψ끿끄 껻뀯뀸 닱꺚꼦눃ﾭ 껁끿 껗끤 ￇ놕ẲĈĘËḔỂẬḈĔḚẾĒẴἈ낑끄 귅굄뀸 눾다꼧ѩ닡 껻끓ﾭΜᾚﾴ눾다ƁḔḜỀĔẸḔ ḂĈ D Ψ끿 Ά끿
Slide 9: Q&A
QẦ ḂỀĔẺḔẾĒÄ. QẶǢ 낱뀃 꼨Έ 낁늿 ҩ귊 댅댟뀷 꾯게ӫ 갺ﾭ냑Æ 귈갨녓 ĎỂƁḔḜỀĔẸḔ 귈갨녓 Μ꺶눖긺 끋꺑ẲCĎĊẴ 넰껁가 ẠḄ ĊǢĊḄ Ψ끿뀊 껗끤곽 ǞḄ ἣ걘 꼧ѩ Ψ끿꿀꺲 꼪괻뇑 냕댚굄뀸 ǢËËDḒḂ 귑꼧ẲDẾĒỂẦḒẸÊẾĒḂẾËËẴǍ끉댱 꺎뀊갺ﾭ 단꼬 껗끤 꺶눖끸뀵곽 낁ӌ닞ﾭ 갘 꺎뀊닞ﾭ 껗끤 Μҫ꺎 늣ѧ ẲDZ ĘĔËỂḘ ḚỂẸg ḔẾḖḔẴ ÄÀὁ 꺚꾸 꺤꺑 굾늴 Μҫ꺎 늣ѧ ẲDZ ĘĔËỂḘ ḚỂẸg ḔẾḖḔẴ ÄẢὁ 꺚꾸 꺤꺑 굾늴 귈갨녓 갨Ὴ꾘 귈갨녓 ḐỂƁḔḜỀĔẸḔ ḒẺ ƐẾĒẦ ḐĎĐ뀊 Ὴ께 귓꺶 댋꺿
Slide 10: Appendix
ǢẺẺẾẸÊỂẼ 01.회사개요 02. Business Overview 03. 제품및 레퍼런스 04. 소재기술노하우축적 05. 요약재무제표 (연결)(별도)
Slide 11: Company overview
01 ǢẺẺẾẸÊỂẼ 댥꺎ҩ뀃 댥꺎댅댟 낱뀃 꺎꾸끢 댥꺎굺 낱꼧댥꺎 끉꿂꿀닐눪뇼ὓ곽냑 가늴끉꺎 냑뀊꺳, ἸΕ궷 , 귅ᾚ껻 닠Ἁ Ψ끢 낺Ἁ Ϋ끷뀋 Ψ끢 궷Ἁ 놠끌 Ψ끢 걣꼝닒골끉뀊 ƁḔḜỀĔẸḔ꺤꺑 귈갨녓뀊 닐곽껁꼝놾궷놸 꺤꺑 꺸굀끌 ÄẪẪẪὁ Ǡ뀘 Ȁ끌 끗댥꺎 ḒB굠뉟괻꾴냉 끗긄Ὴ ẢȀ꾰 뀗 ḂĈ D꼠곞괻 꺤꺑 끐냒뀗 껻 ÀẠẪ굺 끗댥꺎 늅눪뇼ὓ곽냑 귈갨녓 귂 걣꼝닒골끉 낁낑Ψ끿뀊 닐곽껁꼝놾궷놸 낺 꺎꾸 긙꾠 뉠껻 댚닟낁늿 꿋Ἀҩ귊 귂 낁낑·뉸굒 긛꺑 Ή곲 껗끤 꺤꺑 낱껗 Εᾚ갨 뀊끋꼦 ᾚ덜Ἀ 눑꼪곽ǞǠ귣ᾞ ȀẠ ᾚ덜 뀎꺑 꾇꺑 Ψ
Slide 12: Business overview
02 ǢẺẺẾẸÊỂẼ BĘḖỂẸẾḖḖ ƇƐẾĒƐỂẾƩ 꼧ѩ꾘, 꼨ᾒ , 댅꺚꾘, 귅괻꾘 걡 귈갨녓 Ψ끿극 ￇ꾨닠 껗끤 ΨΉ 귈갨녓 Ȃ가 Ψ끿 ἡ 꺎꾸꿔꿉 껗끤ΨΉ 껗끤ΨΉ ẲĈĔỂẸẴ 껗끤ΨΉ 껗끤ΨΉ 웨이퍼공정 산화공정 포토공정 식각공정 박막공정 금속배선 공정 EDS 패키징 ƉƉḂ ƁBƉ 꼧ѩΨ끿 Ậ꼣꼧 귅괻 ẲƉẾḖỂḖḔƉẾÊĘḜẾÊ DƉ갨늨 ẲƁ ÊỆẾ BẾĔÊ ὐΫ Ẩ댅꺚 ẲƁ ḔḜỀỂẸỆẴ ẲDƉ ĎḔĒỂẺẴ ḂÈĔḔỂẸỆẴ ƉẾĖÈ ƐỂẸỆẴ ὐΫΨ끿 끹 뀝끉늌 ѧ끢끗괻 댥곽 끋껧 댱 ѵΫ꾘 뇏뉴 끹 깄꿀 귈뀽닞ﾭ 걁Ὧӫ
Slide 13: Products and references
03 ǢẺẺẾẸÊỂẼ 낁늿 귂 골늌고꼝 귈갨녓뀊 놾궷놸 낁낑 끹궙ᾚ껿귂 골늌고꼝 긁뀬 꺑꾸극, ᾚ껿극낁늿 귂 낱뀃 Μҫ꺎 껗ҩ 끸뀊 꺑꾸 낁늿 귂 꺸굺 낱뀃 Μҫ꺎 닐곽껁꼝놾궷놣 댚끋놾궷놣 귈갨녓늨눷Ψ끿, 꼧ѩΨ끿꿀 꺎뀊닞ﾭ껗끤 귈갨녓늨눷Ψ끿꿀 꺎뀊닞ﾭ껗끤 꼧ѩ꾘 ẲƁḔḜỀĔẸḔẴĄǠẪẮ CḆẤBƇƁ걡 늨눷골냑꼝뉟뀊 끤괐 ĄDỀÈḔÈĒẾḖỂḖḔĈ ÈẸÈĖ ẾĒẤDÈËḚĖ ẾĒ 귈갨녓 DỀÈḔÈ ǢḜỂÊ GẾẸẾĒĔḔÈĒẲDǢƂẴ 꼨ᾒ ẲḐỀỂẸẸẾĒḖẴĄΜ껽갨 DƂĈ ƁǢẤDƂĈ Ɓ댒다궛 걡 ẲÀẠẮẴ 귅괻꾘 ẲĎḔĒỂẺẺẾĒẴĄḂ
Slide 14: Material technology know-how history
04 ǢẺẺẾẸÊỂẼ 껗끤 ᾚ껿ὐ닞뀋 녷끸 ÄǠὁѫ Ἦ곽귥귈갨녓 귂 걣꼝닒골끉 ᾚ꾸닱뀵곽ￇ꾨닠 껗끤 꾨꺑 ΨΉ 귂 꼨Έ 낁늿 냑께 ҩ귊 갨꾡ᾚ ÄẪȀẠ Ƹ 꺿끢ᾚ ÄẪẪẢƸÄẪȀǞ 꺸굀ᾚ ÄẪẪẪƸÄẪẪÀ Ἁ꺑댚 걡 꼨Έ 껗끤 ҩ귊 귂 낁늿Ἂ 댛가 놾궷놸 껗끤 긄ӿ 꾨꺑 귂 Ἦ곽귥꼦끢 냓녹 놾궷놸 ᾚ껿ҩ귊 귂 껗끤 ΨΉ 꼦끘 ÄẪȀẠ 녽ἐ 녌꾉꼦뉈끗꾨닧ѩ꺲녓ԯ Ẳ녌꾉낁Ǡ꺑꾸ￌ냑끑낱Ẵ ÄẪẪẢ 놸곞늕끉꼝뉟긄ӿ 꾨꺑 ÄẪȀǠ ᾚ덜꺎꿠귂낺꾔꿋Ἀ껗 낳Ψ 끉녌굅긛껻녹끄눑 ÄẪȀÀ 뉠닲ᾚ껿꺚껁낙가꿴꺚껻꺚 ÄẪẪẪ 끉꿂꿀닐눪뇼ὓ 곽냑꺸굀 ÄẪẪ
Slide 15: Summary financial statements (consolidated)
05 ǢẺẺẾẸÊỂẼ 뀃꾡끤궖낁늴Ẳ꿋ԯ Ẵ 끤궖꺚눕늴 ￌ뀤: 귔굅 뀗 껚끊Η꺑꺲 ￌ뀤: 귔굅 뀗 Ἀ긙 ÄẪÄǞ ÄẪÄẠ ÄẪÄǠ ÄẪÄÀẦÄDZ Ἀ긙 ÄẪÄǞ ÄẪÄẠ ÄẪÄǠ ÄẪÄÀẦÄDZ 뀬갲끗꺑 ÄÄȀẤÄẢẢ ÄẠÀẤȀ ǠĀ ÄÀÄẤẠÄǞ ÄĀĀẤÄȂẢ 굒녹꾘 ǠǞȀẤȀẪǞ ǠȂÄẤ ẠǞẠ ÀẢẪẤȂĀÀ ǞẠĀẤȂ ȂẪ 긺뀬갲끗꺑 ẠǞẢẤ ǞÄẠ ẠẢẢẤǞĀÄ ẠȂÀẤȂẢȂ ẠĀǠẤÀ ÄȀ 굒녹뀗ѧ ẠẠÄẤẪǞẢ ẠǠẪẤÄǞÄ ǠȀÄẤÀȂẢ ÄǠÀẤẪÄĀ 끗꺑녨Η ÀǠȂẤÀẪȀ ẢÄǞẤǠǠȀ ẢẠĀẤ ǞẪȀ ẢĀẠẤĀẪȂ 굒녹녨
Slide 16: Summary financial statements (separate)
05 ǢẺẺẾẸÊỂẼ 뀃꾡끤궖낁늴Ẳ극갨Ẵ 끤궖꺚눕늴 ￌ뀤: 귔굅 뀗 껚끊Η꺑꺲 ￌ뀤: 귔굅 뀗 Ἀ긙 ÄẪÄǞ ÄẪÄẠ ÄẪÄǠ ÄẪÄÀẦÄDZ Ἀ긙 ÄẪÄǞ ÄẪÄẠ ÄẪÄǠ ÄẪÄÀẦÄDZ 뀬갲끗꺑 ȀǠẪẤẪǞÄ ȀǠǞẤẪǞÀ ȀȂÄẤĀĀẠ ȀȂÀẤẠẠÄ 굒녹꾘 ẠȂĀẤẢĀȀ ǠȀĀẤ ȀẢǞ ǠĀȂẤĀȂÄ ǞÄǞẤȂǠÀ 긺뀬갲끗꺑Ẫ ǞẠĀẤÄ ẪÄ ǞȂȂẤȂẢẠ ẠẪȂẤǞĀǞ ẠǞẪẤẢẪẠ 굒녹뀗ѧ ẠẪȂẤẠẢẪ ẠẪẪẤȀĀÀ ẠǠǞẤǠÀǞ ÄẠǞẤǞǠÄ 끗꺑녨Η ẠĀĀẤ ÄǞẠ ǠẠȀẤĀȀẪ ǠĀȀẤǞȂẢ ÀȀẢẤȀẠÀ 굒녹녨끉끊
Slide 17: IR EPEIXt A2tA - 070-4492-2721
En IR EPEIXt A2tA - 070-4492-2721