[Click e-Stock] "Pharmicell Expected to Achieve Record-High Quarterly Results"

On October 28, Meritz Securities analyzed that Pharmicell has seen a sharp increase in sales of low dielectric constant materials as it began full-scale shipments of GB300 last month.

Yang Seungsoo, a researcher at Meritz Securities, stated, "We estimate that in the third quarter of this year, the company achieved standalone sales of 26.5 billion won and operating profit of 8.3 billion won," adding, "This represents increases of 81.8% and 549.6%, respectively, compared to the same period last year."

He continued, "Until August, sales of low dielectric constant materials to domestic customers were sluggish due to inventory adjustments during the transition to GB300," and added, "Since September, sales of low dielectric constant materials have surged following the start of GB300 shipments."

He predicted, "With the increase in sales of low dielectric constant materials and the narrowing deficit in the biomedical division, quarterly operating profit growth is expected to resume."

Yang estimated, "In the fourth quarter of this year, sales will reach 35.2 billion won and operating profit will reach 12.5 billion won," analyzing that "these figures represent increases of 64.0% and 299.1%, respectively, compared to the same period last year, marking an all-time record for quarterly performance."

He explained, "Demand for the Nvidia GB300 NVL72 rack is surging due to its performance efficiency relative to cost," and added, "In fact, since the start of GB300 shipments in September, NVL72 shipment volume has more than doubled compared to August."

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