Material-KY Reports July Revenue of NT$1.059 Billion, Setting New Yearly High with 32.05% Year-on-Year Growth

Material-KY (4763-TW) announced its latest revenue figures today (6th), revealing that July 2026 revenue stabilized above the NT$1 billion mark at NT$1.059 billion—setting a new monthly high for 2026, representing a 4.5% month-on-month increase and a 32.05% year-on-year growth, demonstrating steadily recovering business momentum. Cumulative revenue from January to July 2026 reached NT$6.613 billion, down 24.98% year-on-year.

In the first half of 2026, Material-KY recorded revenue of NT$5.554 billion. The market is watching whether inventory destocking trends will boost operations in the second half, potentially leading to stronger revenue performance compared to the first half.

However, company executives noted that while certain clients continue adjusting their inventories, overall industry inventory levels are gradually returning to healthy ranges. Demand replenishment is expected to become increasingly evident in the second half of the year. Meanwhile, the company continues to optimize delivery scheduling mechanisms and enhance supply chain collaboration efficiency to actively capture opportunities arising from customer inventory restocking and new order placements.

Beyond deepening its core business in acetate tow fibers, Material-KY is actively expanding into high-value-added product areas, including filter tow for heated-not-burned tobacco (HNB), non-woven materials for oral nicotine pouches (snus), and novel gel-bead (bursting bead) filters. These initiatives aim to capitalize on the rapidly growing market opportunities presented by new-generation tobacco products.

Additionally, with rising demand for apparel-grade acetate fiber in mainland China and increasing consumer preference for eco-friendly and sustainable materials globally, Material-KY is planning to gradually expand production capacity for its low-carbon, environmentally advantageous acetate filament yarn—marketed under the 'Sen-Ling' (Forest Silk) brand. The company is also actively penetrating emerging markets across Asia, the Middle East, Africa, and Latin America to build new long-term growth drivers for its operations.