1. KNS IR: Key Takeaways and Analysis

Despite a slight decline in sales, KNS achieved significant profitability improvement in the first half of 2025, with operating profit more than doubling year-on-year. This success can be attributed to an increased focus on high-margin automated equipment for auto parts and cost reduction efforts. However, with a potential slowdown looming in the global EV market, KNS is actively pursuing new growth engines, including direct production of secondary battery components through a joint venture in China and expansion into the solar power business.

2. Why Pay Attention to KNS’s IR?

This IR is expected to provide answers to investors’ key questions, including the sustainability of improved profitability, growth strategies for new businesses, and strategies to address the global EV market slowdown. Of particular interest is how KNS plans to strengthen its market competitiveness based on its core technological advantages, such as the development of 4680 battery equipment and increased CID equipment production speed.

3. Key IR Checkpoints and Investment Strategies

  • Sustainable Profitability: Look beyond short-term gains and examine KNS’s long-term profitability strategy.
  • New Business Growth Roadmap: Scrutinize the specific goals and implementation plans for the secondary battery and solar energy businesses.
  • Market Slowdown Response: Analyze the company’s concrete response plans, including strategies for the Chinese market and business diversification.

The information presented at the IR and management’s responses will be crucial indicators of KNS’s future growth potential. Investors should carefully analyze this information to assess the company’s value from a long-term investment perspective.