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But why last few day when ISDN said it ventured into AI and Robotic business analyst don' t upgrade ? have not eat enough yet ?
SmallSmall ( Date: 28-Apr-2026 08:59) Posted:
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Profits taking completed now new round coming
Some bought cheap now profit taking still for those has missed can enter for later more profits
For those interested:
CGSI April 27, 2026
ISDN Holdings Ltd Industrial automation demand resilient
■ FY25 revenue (S$440, +18% yoy) was 6% above our forecast due to recognition of construction revenue from its mini-hydropower plants.
■ FY25 net profit (S$7m, -21% yoy) was 11% above our forecast. The decline was due to S$4.5m of unrealised foreign exchange loss.
■ With demand for its key Industrial Automation business still resilient, we lift FY26-27F EPS by 22-36%. Reiterate Add with a higher S$0.96 TP.
CGSI April 27, 2026
ISDN Holdings Ltd Industrial automation demand resilient
■ FY25 revenue (S$440, +18% yoy) was 6% above our forecast due to recognition of construction revenue from its mini-hydropower plants.
■ FY25 net profit (S$7m, -21% yoy) was 11% above our forecast. The decline was due to S$4.5m of unrealised foreign exchange loss.
■ With demand for its key Industrial Automation business still resilient, we lift FY26-27F EPS by 22-36%. Reiterate Add with a higher S$0.96 TP.
My source told me that too.
SmallSmall ( Date: 28-Apr-2026 08:59) Posted:
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I heard New Target price double ? $0.96 CGSI
Strong buying volume.. 0.57
ysh2006 ( Date: 28-Apr-2026 08:35) Posted:
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This counter need a white cat that can catch the mouse lah.....still below 50c strong resistance.....
PiRPiR ( Date: 27-Apr-2026 08:52) Posted:
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laggards tech .... should up soon ...
PiRPiR ( Date: 27-Apr-2026 08:52) Posted:
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https://www.nextinsight.net/story-archive-mainmenu-60/949-2026/16640-isdn-core-profits-surge-26-in-second-year-of-turnaround-future-drivers-include-data-centres
====================
A FUNDAMENTAL ANALYSIS BY LEONG CHAN TEIK
ISDN: Core Profits Surge 26% In Second Year of Turnaround, Future Drivers Include Data Centres
ISDN Holdings has delivered a robust financial performance for FY2025, recording a 25.9% year-on-year increase in S$9.7 million core profit attributable to shareholders.
This marks the second consecutive year of turnaround and core profit growth for the Group.
ISDN&rsquo s top-line growth was strong, climbing 18.2% YoY to S$440.2 million, driven by resilient performances across its key business segments and geographies.
Gross profit increased by 10.8% to S$105.2 million, though the overall gross profit margin shrank 1.6 percentage points to 23.9%.
This was primarily due to the recognition of lower-margin construction revenue tied to the company' s expanding renewable energy projects in Indonesia.
FY2025 overview
The Board proposed a final dividend of 0.53 Singapore cents per share, amounting to a 25% payout ratio.
Forex Losses and Future Reporting
Despite the strong operational momentum, ISDN' s as-reported net profit declined by 20.7% to S$6.8 million.
This discrepancy is almost entirely due to S$4.5 million in non-cash, unrealised foreign exchange (forex) revaluation losses.
The company' s renewable energy business operates on long-term contracts spanning up to 25 years.
Under this model, long-term receivables and payables are revalued each period.
Because the USD weakened against the SGD and strengthened against the Rupiah during the year, it triggered significant unrealised forex losses on the income statement.
To mitigate this non-operational accounting volatility going forward, ISDN announced a shift in its reporting practices for the renewable energy segment.
MD and President Teo Cher Koon explained, " we are going to change the financial report currency from SGD to USD. So with that, we will not have to worry about the long term unrealized forex loss" .
Future long-term unrealised forex fluctuations will be reflected in Other Comprehensive Income (OCI) rather than creating severe swings in the core Profit & Loss statement.
Two Primary Pillars and Growth Drivers
ISDN&rsquo s strategy is rooted in two primary pillars: Industrial Automation and Renewable Energy.
1. Industrial Automation -- This core segment delivered an 8.9% YoY revenue increase, driven by a 5.4% growth in China and an 18.3% surge in Southeast Asia.
ISDN' s growth drivers are fueled by the rising adoption of Industry 4.0, AI, and the Internet of Things.
Mr. Teo highlighted this demand, noting, " Because of all these environments we need industrial automation software, hardware and the hottest thing right now is AI" .
Reflecting on the broader market shift, he noted in the company' s earnings release: " FY2025 reflects the underlying structural demand for industrial automation across our core markets. As manufacturers in China and Southeast Asia continue to upgrade capabilities, automation, robotics and AI-enabled solutions are becoming increasingly essential to productivity and competitiveness" .
Having strategically invested in talent during the recent downcycle, the company is now primed for returns. " We have already built up a pool of software and hardware engineers," Mr. Teo stated, " It' s about time that we expand our market reach and harvest from the market" .
On a side note,
Managing Director Teo Cher Koon emphasized
that both the semiconductor equipment and data-center markets are identified by management as primary growth drivers for ISDN in the coming years.
A. Semiconductor Backend Equipment: The backend semiconductor equipment sector is expected to " move very fast" and deliver " promising outcomes" . The semiconductor sector currently contributes a substantial 25% to 30% to revenue. ISDN continues to actively participate in the semiconductor backend equipment market across both Southeast Asia and China.
B. Data Centers: Although the data center market does not currently contribute much, ISDN is focusing on this highly promising industry. ISDN is actively growing its business and already is providing software solutions and platforms to help major operators manage their data centers more efficiently.
Along with smart warehouses, these areas are viewed as the primary verticals where ISDN sees its growth trajectory heading.
2. Renewable Energy -- Serving as a reliable generator of cash-rich, recurring earnings, the renewable energy segment saw its revenue more than double to S$58.9 million in FY2025.
While ISDN currently operates three mini-hydropower plants in Indonesia, its primary growth driver is capacity expansion.
Two additional mini hydropower plants are scheduled for completion in 2026, increasing total power output by +81%, adding more recurring earnings for the Group.
This expansion secures a much larger, sustainable recurring income base for ISDN for decades to come.
Some Q& A at FY25 results briefing
Q: When is ISDN planning to spin off the hydro plants?
Mr Teo: I' ve just hired a financial guy who has a lot of experience in M& A and in the financial markets, especially in infrastructure. So he' s coming on board in March 2026 and he will help us to strategize it, structure it so that we can spin it off, you know, at the right time.
Q: Will the energy crisis improve the valuation of ISDN' s hydro plants?
Mr Teo: Valuation should improve because as gas and petroleum become more expensive, hydropower becomes an even more affordable and attractive alternative.
Q: How is ISDN' s order book so far and for the next six months?
Mr Teo: We are quite happy the order book is actually at least 20-30% higher than the past. We have been seeing this order book for the past few months, since last November.
====================
A FUNDAMENTAL ANALYSIS BY LEONG CHAN TEIK
ISDN: Core Profits Surge 26% In Second Year of Turnaround, Future Drivers Include Data Centres
ISDN Holdings has delivered a robust financial performance for FY2025, recording a 25.9% year-on-year increase in S$9.7 million core profit attributable to shareholders.
This marks the second consecutive year of turnaround and core profit growth for the Group.
ISDN&rsquo s top-line growth was strong, climbing 18.2% YoY to S$440.2 million, driven by resilient performances across its key business segments and geographies.
Gross profit increased by 10.8% to S$105.2 million, though the overall gross profit margin shrank 1.6 percentage points to 23.9%.
This was primarily due to the recognition of lower-margin construction revenue tied to the company' s expanding renewable energy projects in Indonesia.
FY2025 overview
The Board proposed a final dividend of 0.53 Singapore cents per share, amounting to a 25% payout ratio.
Forex Losses and Future Reporting
Despite the strong operational momentum, ISDN' s as-reported net profit declined by 20.7% to S$6.8 million.
This discrepancy is almost entirely due to S$4.5 million in non-cash, unrealised foreign exchange (forex) revaluation losses.
The company' s renewable energy business operates on long-term contracts spanning up to 25 years.
Under this model, long-term receivables and payables are revalued each period.
Because the USD weakened against the SGD and strengthened against the Rupiah during the year, it triggered significant unrealised forex losses on the income statement.
To mitigate this non-operational accounting volatility going forward, ISDN announced a shift in its reporting practices for the renewable energy segment.
MD and President Teo Cher Koon explained, " we are going to change the financial report currency from SGD to USD. So with that, we will not have to worry about the long term unrealized forex loss" .
Future long-term unrealised forex fluctuations will be reflected in Other Comprehensive Income (OCI) rather than creating severe swings in the core Profit & Loss statement.
Two Primary Pillars and Growth Drivers
ISDN&rsquo s strategy is rooted in two primary pillars: Industrial Automation and Renewable Energy.
1. Industrial Automation -- This core segment delivered an 8.9% YoY revenue increase, driven by a 5.4% growth in China and an 18.3% surge in Southeast Asia.
ISDN' s growth drivers are fueled by the rising adoption of Industry 4.0, AI, and the Internet of Things.
Mr. Teo highlighted this demand, noting, " Because of all these environments we need industrial automation software, hardware and the hottest thing right now is AI" .
Reflecting on the broader market shift, he noted in the company' s earnings release: " FY2025 reflects the underlying structural demand for industrial automation across our core markets. As manufacturers in China and Southeast Asia continue to upgrade capabilities, automation, robotics and AI-enabled solutions are becoming increasingly essential to productivity and competitiveness" .
Having strategically invested in talent during the recent downcycle, the company is now primed for returns. " We have already built up a pool of software and hardware engineers," Mr. Teo stated, " It' s about time that we expand our market reach and harvest from the market" .
On a side note,
Managing Director Teo Cher Koon emphasized
that both the semiconductor equipment and data-center markets are identified by management as primary growth drivers for ISDN in the coming years.
A. Semiconductor Backend Equipment: The backend semiconductor equipment sector is expected to " move very fast" and deliver " promising outcomes" . The semiconductor sector currently contributes a substantial 25% to 30% to revenue. ISDN continues to actively participate in the semiconductor backend equipment market across both Southeast Asia and China.
B. Data Centers: Although the data center market does not currently contribute much, ISDN is focusing on this highly promising industry. ISDN is actively growing its business and already is providing software solutions and platforms to help major operators manage their data centers more efficiently.
Along with smart warehouses, these areas are viewed as the primary verticals where ISDN sees its growth trajectory heading.
2. Renewable Energy -- Serving as a reliable generator of cash-rich, recurring earnings, the renewable energy segment saw its revenue more than double to S$58.9 million in FY2025.
While ISDN currently operates three mini-hydropower plants in Indonesia, its primary growth driver is capacity expansion.
Two additional mini hydropower plants are scheduled for completion in 2026, increasing total power output by +81%, adding more recurring earnings for the Group.
This expansion secures a much larger, sustainable recurring income base for ISDN for decades to come.
Some Q& A at FY25 results briefing
Q: When is ISDN planning to spin off the hydro plants?
Mr Teo: I' ve just hired a financial guy who has a lot of experience in M& A and in the financial markets, especially in infrastructure. So he' s coming on board in March 2026 and he will help us to strategize it, structure it so that we can spin it off, you know, at the right time.
Q: Will the energy crisis improve the valuation of ISDN' s hydro plants?
Mr Teo: Valuation should improve because as gas and petroleum become more expensive, hydropower becomes an even more affordable and attractive alternative.
Q: How is ISDN' s order book so far and for the next six months?
Mr Teo: We are quite happy the order book is actually at least 20-30% higher than the past. We have been seeing this order book for the past few months, since last November.
This forum chat group has the price indication on top while other group missing ,can highlight to admin to link price ?
ysh2006 ( Date: 24-Apr-2026 19:49) Posted:
|
The chart point to uptrend , if AI and robotic business the SS think are profitable than we might see it continue this trend..
Let's see if it can break 545 in jun 2023....
48c +6.5c +15.66% today so far
Above 52 week high which was 43.5c
New partnership and this is a new initiative.
Should be good for ISDN if it work well.
Should be good for ISDN if it work well.
Joelton ( Date: 22-Apr-2026 11:12) Posted:
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ISDN Holdings&rsquo subsidiary secures Soradynamics and Trinity as strategic partners to drive robotics and AI business
ISDN Holdings&rsquo (SGX:I07) (ISDN) wholly-owned subsidiary, AR Robotics and Automation Pte Ltd (AR Robotics), has divested 486,500 ordinary shares to Trinity One LT Limited (Trinity) and Soradynamics, Co Ltd (Soradynamics).
ISDN says that the divestment brings together Trinity' s financial backing and market development expertise, as well as Soradynamics' proprietary technology, to accelerate AR Robotics' commercial development in advanced robotics and AI solutions for international markets.
Following the divestment, ISDN retains a 30% equity stake in AR Robotics, with Trinity holding 40% and Soradynamics holding 30%.
In addition, ISDN will contribute $1.0 million in seed capital to establish the operations while Soradynamics brings proprietary drone technology and multi-camera video fusion capabilities, independently tested for stability and endurance on par with leading global players.
Trinity, a British Virgin Islands (BVI) registered company, provides financial backing as AR Robotics&rsquo largest shareholder.
ISDN adds that AR Robotics&rsquo core business model is built on a robotics and AI platform that uses the drone as its hardware foundation.
&ldquo Notably, the partnership enters with early commercial progress, supported by an initial contract pipeline of approximately US$10 million, and its multi-camera video fusion technology is currently in trials with notable agencies in Singapore,&rdquo the company adds.
&ldquo The geopolitical shift away from Chinese-made robotics is creating a real and immediate opening for what we are building here, and we enter with US$10 million contracts in the pipeline to show the market is ready,&rdquo says Teo Cher Koon, managing director and president of ISDN.
&ldquo We strongly believe that our partnership with Trinity and ISDN will further strengthen our position in the market in the offering of Japanese drone and robotics technologies to the region,&rdquo says Hirotaka Kuroki, director of Soradynamics.
&ldquo We believe Singapore will continue to attract more of such partnerships and we welcome collaborations to leverage on our core competencies in Deep Tech Manufacturing for the robotics, drone and AI industry," says Darren Loi, partner of Trinity.
Shares of ISDN closed 0.5 cents higher, or 1.22% up at 41.5 cents on April 21.
ISDN's subsidiary AR Robotics brings in Soradynamics and Trinity as strategic partners to drive robotics and Al business
AR Robotics (a wholly owned subsidiary of ISDN prior to the divestment) holds a 30% equity stake in the partnership with Soradynamics and Trinity, bringing in seed capital of S$1.0 million, manufacturing know-how, and its Asia sales network.
As global supply chain realignment accelerates the shift away from Chinese-made robotics, AR Robotics is well-positioned as a performance-proven alternative to serve markets in Asia Pacific, Europe, and the United States.
The new partnership marks a new milestone in ISDN's strategy of building and commercialising advanced technology ventures, strengthening its foothold as a leading industrial automation platform across Asia.
Singapore, 21 April 2026 - ISDN Holdings Limited ("ISDN", the "Company", and together with its subsidiaries, the "Group"), a leading industrial automation and renewable energy solutions provider in Asia, announces that its wholly-owned subsidiary, AR Robotics and Automation Pte. Ltd. ("AR Robotics"), has divested 486,500 ordinary shares in AR Robotics to Trinity One LT Limited ("Trinity") and Soradynamics, Co., LTD. ("Soradynamics"). The divestment brings together Trinity's financial backing and market development expertise, as well as Soradynamics' proprietary technology, to accelerate AR Robotics' commercial development in advanced robotics and Al solutions for international markets. Following the divestment, ISDN retains a 30% equity stake in AR Robotics, with Trinity holding 40% and Soradynamics holding 30%.
In addition, ISDN will contribute S$1.0 million in seed capital to to establish the operations, together with its manufacturing know-how and Asia sales network built over nearly four decades of industrial automation experience. Soradynamics brings proprietary drone technology and multi-camera video fusion capabilities, independently tested for stability and endurance on par with leading global players. Trinity, a British Virgin Islands ("BVI") registered company, provides financial backing as AR Robotics' largest shareholder. Trinity was instrumental in bringing Soradynamics to Singapore, with this partnership marking the first time all three parties have come together to drive a commercial entity.
AR Robotics' core business model is built on a robotics and Al platform that uses the drone as its hardware foundation. Using this platform, AR Robotics is developing modular end effectors for multiple high-growth industrial applications, including firefighting, inspection, delivery, and surveillance.
Notably, the partnership enters with early commercial progress, supported by an initial contract pipeline of approximately USD10 million, and its multi-camera video fusion technology is currently in trials with notable agencies in Singapore.
AR Robotics targets markets in Asia Pacific first, with plans to expand into Europe and the United States. With global supply chain realignment driving demand for non-Chinese
laggard tech stock ...