[메자닌 투자파일] 아이엠티, 발행사 우위 조건…실적 턴어라운드 기대

IMT's favorable convertible bond terms—0% coupon and company-friendly provisions—demonstrate investor confidence in its profitability turnaround and growth prospects. The company's 400% revenue surge over two years (65 billion won in 2023 to 329 billion won in 2025) and return to operating profitability prove execution. Its exclusive 12-inch HBM ceramic substrate supply to SK Hynix and planned factory expansion position IMT to capture the rapidly growing AI semiconductor market, where specialized memory components are becoming critical infrastructure.