JLMAG Rare-Earth Co.,Ltd. (ASX: 300748) has issued a positive performance forecast for the first half of 2026.
The company expects its net profit attributable to shareholders to reach between 400 million yuan and 460 million yuan, representing a year-on-year increase of 31.17% to 50.84%.
Key Drivers of Growth
The company's management attributed the robust performance to the execution of its annual operational strategy, which focuses on legal compliance, customer-centricity, and strengthening its core magnetic materials business.
Key initiatives include the on-schedule construction of a new 20,000-ton capacity facility, active exploration of opportunities in embodied robot motor rotors, and a commitment to reaching new heights.
Through measures such as technological innovation, organizational optimization, digital transformation, and lean management, the company has successfully ensured contract fulfillment and on-time delivery to customers while achieving steady business growth.
Market Position and Revenue Breakdown
JLMAG continues to solidify its leading position in the new energy and energy-saving environmental protection sectors while actively expanding into emerging markets.
Total operating revenue for the period is expected to increase by approximately 30% year-on-year.
Within the new energy vehicle and auto parts segment, revenue grew by about 30%.
Revenue from the robotics and industrial servo motor segment saw a more substantial increase of roughly 90%, with small-batch deliveries of its embodied robot motor rotor products already underway.
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