[에코플랜트 밸류업]① 환경·에너지서 '반도체' 수평이동 승부수

SK Ecoplant is strategically pivoting from environmental and energy solutions toward semiconductor supply chain infrastructure, which now represents 82.4% of Q1 2026 revenue. Operating margins have dramatically improved to 19.0%, with quarterly earnings exceeding full-year 2025 performance, driven primarily by strong memory module sales amid favorable market conditions. This restructuring exemplifies how traditional EPC companies are repositioning to capture high-margin growth in advanced semiconductor and AI infrastructure sectors.