Idis Holdings아이디스홀딩스

Idis Holdings' trailing revenue and profit have grown strongly since 2021, but the shares have fallen about 11% over three months.

Idis Holdings is a holding company whose subsidiaries make video equipment such as DVRs, industrial monitors, and card printers. On trailing twelve months to H1 2026 it reported revenue of ₩999B, operating income of ₩116B, and net income of ₩52B, with cash of ₩187B against borrowings of ₩18B. At ₩13,110 the shares trade well below the company's own DCF base value of ₩87,955, but the data does not explain why the market values it so low.

What stands out

• Revenue rose from ₩544B in 2021 to ₩908B in 2025, and trailing revenue reached ₩999B by H1 2026.
• Operating margin improved from 3.6% in 2021 to 9.9% in 2025, and trailing operating margin is 11.6%.
• Trailing free cash flow is ₩64B and the company holds net cash, with liabilities at 39% of equity.
• Recent filings include a 5%+ holding report, a liquidity provision agreement, and the half-year report, with no earnings-related surprises listed.
• The stock is down 10.7% over one month and 11.5% over three months, but up 15.4% over one year; no recent news headlines are in the data.
• Foreign ownership fell from 0.2% to 0% over 60 days, and retail investors were net sellers over the last 20 days.

What to watch

• The next quarterly and annual results, to see whether margin gains hold.
• Follow-up filings on the 5%+ holding report and the liquidity provision agreement.
• Foreign and retail investor flows, which were negative over the last 20 days; the data does not name specific business risks.