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PiRPiR
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29-May-2026 14:57
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$0.725 +5c (+7.40%) vol 8.8m
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SmallSmall
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29-May-2026 11:52
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+$0.045 back to $0.72 Volume 5.5 mil | ||||||||
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tongphlp
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28-May-2026 13:42
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to the moon
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SmallSmall
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28-May-2026 08:55
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Featured in Nextinsight today 28-05-26
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ISDN Holdings has delivered a strong set of results for 1Q 2026 riding the wave of a recovering semiconductor industry and capitalizing on strategic shifts in global supply chains. ISDN (market cap: ~S$328 million), whose stock is +88% year-to-date, has a dual focus on industrial automation and renewable energy. It reported a 24.2% year-on-year surge in revenue to S$113.7 million, which drove a turnaround in profitability, with net profit rising to S$3.7 million from S$120k. |
| Growth Drivers: Semiconductors and Strategic Investments |
1Q was largely powered by ISDN' s industrial automation segment, which saw revenue growth of 23% year-on-year, including a 53% leap in Southeast Asia. This surge is heavily tied to the upturn in the semiconductor equipment manufacturing sector across the region.
During the 2021-2023 industry downturn, ISDN proactively expanded its capabilities. As CEO Mr CK Teo explained at an earnings call, " we beefed up our capability. We invested in a better injection molding factory... and we expanded our business in Malaysia, ready for the upturn of the semiconductor industry" .
ISDN is also capturing market share with innovative solutions like its new IDI laser marking machine, which resolves critical space and speed constraints for outsourced semiconductor assembly and test (OSAT) companies.
According to Mr. Teo, this proprietary machine is " 2.5 times faster than the peers' and it saves a lot of space in the clean room" .
Analyst Perspectives & Geopolitical Tailwinds
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Analyst William Tng highlighted in his post-1Q report: " ISDN is benefitting indirectly from the global growth in AI, data centres, semiconductors and energy storage, as it supplies a broad range of components and solutions to these sectors."
He reiterated an " Add" rating on the stock with an unchanged S$0.96 target price, stating, " we expect earnings growth to resume over FY26-28F" with a projected EPS compound annual growth rate of 45.6%.
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Novo Tellus PE Fund 2, L.P. (2) - - 39,309,827 8.67%
like2learn ( Date: 20-May-2026 17:31) Posted:
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The company said the new laser marker delivers up to 2.5 times higher marking speed while occupying 22% less cleanroom floor space compared with widely used industry configurations, the filing said.
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https://www.isdnholdings.com/_files/ugd/330719_049eabc744c1486db0995cfbe5322910.pdf
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https://www.nextinsight.net/story-archive-mainmenu-60/942-2019/12730-isdn-novo-tellus-fund-to-become-substantial-holder
Our companies on average increase their value by well over 300% after a Novo Tellus investment."
today nice rebound, hope tmr onwards chiong ahhhhh !!!
pls do own due diligence.
height00 ( Date: 19-May-2026 19:45) Posted:
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This counter when tech rally it don?t rally when tech drop it will drop as well.
stockpicker ( Date: 19-May-2026 19:37) Posted:
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dunno next few days can rebound anot ???
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ISDN profit to shareholders soars 2,973% on +24% revenue growth and +767% growth in profit after tax
ISDN Holdings Limited reported solid growth across all regions, in both its core industrial automation business and its renewable energy business.
Industrial Automation revenue rose 23% YoY (+14% YoY in China, +53% YoY in Southeast Asia) in 1Q2026 as ISDN continued to gain market share with its competitive strengths across the full range of industrial automation technologies. Growth was broad- based across segments but showed notable strength in semiconductors and industrial robots which benefit from growth in leading-edge technology demand worldwide.
ISDN is a beneficiary of the rapid global growth in Al, Datacentre, Semiconductors and Energy Storage, as it supplies a broad range of components and solutions to these sectors and is seeing excellent results.
Order intakes continued to grow into FY2026, underpinned by strong industrial automation demand and significant commercial progress from earlier strategic investments in advanced technologies that complement and build out ISDN's full stack solutions.
Renewable energy revenue grew 39.3% YoY in revenue to S$6.7 million in 1Q2026, driven by construction income from two new mini-hydropower plants as they near operational completion this year.
PiRPiR ( Date: 16-May-2026 01:24) Posted:
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ysh2006 ( Date: 17-May-2026 09:44) Posted:
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ysh2006 ( Date: 16-May-2026 09:23) Posted:
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like2learn ( Date: 16-May-2026 00:21) Posted:
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Beyond the 2,973% Surge: Why ISDN?s 1Q 2026 Results Are the Real Deal
For those who knows me, I'm an almost decade long ISDN investor. Been attending every briefing, AGM, knowing the company. Today's 1Q sheds new light on its future. I will be doing a deep dive into the nuances of industrial recovery, operating leverage, and the path to $0.96 (CGSI Target Price)
If you only looked at the headline numbers for ISDN Holdings? 1Q 2026 results, you?d be forgiven for thinking there was a typo. A 2,973% increase in net profit is the kind of figure that usually screams "accounting anomaly" or "one-off gain." But for those of us who have been tracking this company through the lean years of 2023 and 2024, these results aren't just a statistical fluke?they are the first loud signal that the engine is finally back in gear.
Let?s be real for a moment: the percentage is high because 1Q 2025 was a painfully low base. However, moving past the shock value of that growth, the underlying health of the business tells a much more compelling story. Revenue is up 24.2% year-on-year to S$113.7 million. More importantly, the net profit margin has expanded from a razor-thin 0.7% to a healthy 4.7%.
1) The Seasonality Myth
In the world of industrial automation, the first quarter is historically the "quiet" one. Between the Lunar New Year factory shutdowns in China and the post-holiday lull in production, ISDN usually records its lowest numbers of the year in 1Q. Historically, this period accounts for barely 20% of annual revenue. This is why the 1Q 2026 performance is so significant. If the company is already hitting S$113.7 million in revenue during its "slowest/shortest" period, what happens when we hit the peak industrial cycles of 3Q? We are looking at a trajectory that doesn't just meet expectations?it likely shatters them.
2) Operating Leverage: The Lean Machine
The most satisfying nuance in this press release isn't the sales growth it?s the cost control. For several years, ISDN was in a "gestation" phase?hiring specialized engineers, expanding into new markets like Vietnam, and building out its hydropower infrastructure. In 1Q26, we finally saw "Operating Leverage" in action. While revenue grew by 24%, operating expenses only grew by 12%. This means the heavy lifting of building the platform is done, and every new dollar of sales is now dropping much more efficiently to the bottom line. This is exactly what you want to see in a growth-to-value transition.
"The shift isn't just about moving parts anymore. ISDN has successfully pivoted into the AI and Robotics supply chain, servicing the very data centres and automated factories that are defining this decade."
3) The Hydropower Hedge
One detail that might have slipped past casual readers was the performance of the Renewable Energy pillar. Existing plants actually saw a dip in generation due to weather volatility, which is a once in a blue moon abnormally. However, the company offset this with S$4.9 million in construction income from its new plants, Lau Biang 2 and 3.
As an investor, I view this as a temporary weather-related "hiccup" that masks a long-term goldmine. Once these two plants come fully online later this year, they will provide a high-margin, recurring revenue stream that is completely decoupled from the volatile semiconductor cycle. It?s the "safety net" the company has been building for years.
4) Sanity Checking the $0.96 Target
CGS International (CGSI) recently put out a target price of S$0.96. At the time, it felt ambitious. But looking at these numbers, the math starts to look conservative. CGSI projected a full-year net profit of roughly S$15.3 million. ISDN has already banked 24% of that in its historically weakest quarter.
If the company follows its usual seasonal ramp-up, we could see full-year profits crossing the S$20 million mark. At that level, an EPS of 4.5 to 5.0 cents is well
within reach. Even at a modest 18x P/E?hardly aggressive for a company with a foot in both AI and Green Energy?that S$0.90+ range is fundamentally supported.
Final Thoughts
Is it a smooth ride? Rarely. Industrial stocks are always sensitive to global macro
shifts. But the "nuances" in this 1Q release suggest that ISDN is no longer the entity it was during the 2024 inventory digestion phase. It is leaner, more diversified, and clearly benefitting from the AI-driven retooling of global factories. The years of investing in hiring talented manpower and businesses over the downturn have helped the company increase their market share during the upturn. We are reaping the rewards from a long term focused management.
For those of us holding for the long term, this quarter was the proof of concept we
needed. The "turnaround" is over the "expansion" has begun.
like2learn ( Date: 16-May-2026 00:23) Posted:
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Beyond the 2,973% Surge: Why ISDN&rsquo s 1Q 2026 Results Are the Real Deal
https://www.investingnote.com/posts/3019426
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ISDN profit to shareholders soars 2,973% on +24% revenue growth and +767% growth in profit after tax
https://links.sgx.com/FileOpen/eISDN_1Q2026%20Business%20Update.ashx?App=Announcement& FileID=889118