OCI reported a Q2 swing to a 43.3 billion won operating profit on 535 billion won in revenue, driven by higher volumes and prices in petrochemicals and stronger semiconductor materials performance. The Basic Chemicals division posted solid sales and profit as CA and TDI volumes rose and TDI prices benefited from supply disruptions tied to regional tensions, while the Carbon Chemicals segment benefited from wide BTX spreads supported by firm oil prices. The company outlined strategic growth bets, including expanding investments in advanced materials and entering wafer reclamation for semiconductor packaging to diversify its portfolio and create future growth engines, with the acquisition of OCI Specialty to leverage existing infrastructure and push for early commercialization. OCI also highlighted expansion of conductive carbon black production to add high-value capacity and support applications like ultra-high voltage cables. Management signaled ongoing investments aligned with government semiconductor policies and customer expansion, aiming to broaden its semiconductor materials business beyond its current core. These moves come as OCI seeks to stabilize profitability and secure long-term growth in high-value materials while managing expectations for price and market dynamics in the near term.