UBOT Holding Limited posted solid first-half results for 2026, driven by broad-based demand for back-end semiconductor transport media.
Revenue and Profitability • Group revenue rose 27.2% year-on-year to HK$115.05 million. • Gross profit increased 38.9% to HK$46.14 million; gross margin expanded to 40.1% from 36.7%. • Net profit attributable to shareholders more than doubled to HK$11.48 million (1H25: HK$5.27 million). • Basic earnings per share climbed to 2.24 HK cents from 1.03 HK cents.
Segment Performance • Tray and tray-related products remained dominant, generating HK$111.22 million, or 96.7% of total revenue. • Carrier tape and reel sales advanced 70.2% to HK$2.96 million, accounting for 2.6% of revenue. • MEMS and sensor packaging contributed HK$0.87 million, 0.8% of revenue.
Geographic Mix • Southeast Asia and Mainland China each delivered HK$42.08 million and HK$42.03 million respectively. • Taiwan generated HK$20.35 million; United States & Europe HK$2.05 million; Hong Kong, Korea & Japan combined HK$8.54 million.
Balance-Sheet Highlights • Cash and cash equivalents rose to HK$9.38 million (31 Dec 2025: HK$4.47 million). • Bank borrowings increased to HK$85.46 million (31 Dec 2025: HK$71.86 million); gearing remained at 0.9x. • Net assets strengthened to HK$90.46 million (31 Dec 2025: HK$83.29 million). • Capital commitments for property, plant and equipment totalled HK$3.14 million.
Dividend The board declared an interim dividend of HK1.0 cent per share, payable on 29 September 2026 to shareholders on record as of 16 September 2026.
Outlook Management cites continued global semiconductor strength—supported by AI infrastructure and high-performance computing demand—and plans to expand automation, widen the carrier-tape portfolio, and upgrade the Philippines facility into a regional hub. The board notes cyclical and policy risks but remains confident in sustained medium-term growth.