ISU Petasys stock outlook hinges on high-spec product mix
Published on 10/30/2026 at 02:02 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSProfitability outlook and product mix
- Daol Investment & Securities expects ISU Petasys to benefit from higher selling prices and a larger share of high-spec products.
- The analysis identifies TPUv8 supply approvals and AI accelerator demand as additional growth drivers.
- Projected operating performance depends on product mix, pricing and the use of secured production capacity.
ISU Petasys could improve profitability as high-spec products take a larger share of its business, according to an October 20 analysis by Financial News. The report cited forecasts from Daol Investment & Securities, rather than new company guidance.
Higher-value products support margins
Daol analyst Kim Yeon-mi forecast third-quarter revenue of 433 billion Korean won, an increase of 46.2 percent year over year. Operating profit was projected at 96.1 billion won, up 64.4 percent, implying an operating margin of 22.2 percent.
The analysis attributed the expected improvement to selling-price increases and a shift in product mix. Price increases for major customers were brought forward, while lower-margin product volumes declined. Daol expected the share of high-spec products in new orders to rise from 14 percent in the first quarter to the 30 percent range in the third quarter.
AI supply approvals remain a driver
AI accelerator demand is another part of the outlook. The report said ISU Petasys had completed supply approvals for its TPUv8 products with each design partner and planned to expand high-spec production using secured capacity. Daol projected next year's revenue at 2.3192 trillion won and operating profit at 571.1 billion won.
The brokerage maintained a Buy rating and a target price of 180,000 won. It also expected further price increases from year-end as copper-clad laminate prices rise. Those figures are analyst estimates and should not be confused with company-reported results.
ISU Petasys at a glance
- Company: ISU Petasys
- ISIN: KR7007660004
- Business: Printed circuit boards for network equipment, AI accelerators, servers, storage and aerospace applications
- Analysis date: October 20, 2026
For broader South Korean market context, see current KOSPI market coverage.
More news and analyses are available on the ISU Petasys stock topic page.
