Financial Analysis

Hansol Chemical Posts 10.6% Revenue Jump in Q1 2026 on Semiconductor Materials Demand

Korea Gas Corporation (KOGAS) Logs KRW 910B Operating Profit in Q1 2026 as LNG Import Costs Fall 14.5%

Lotte Chemical (011170.KS) Q1 2026: ₩4.99T Revenue Rebounds 8% as Naphtha +21% Crushes Polymer Spreads

Netmarble (251270.KS) Q1 2026: Net Profit Surges 163% on ₩320.8B HYBE Divestiture, Core Gaming Up 7%

Netmarble (251270.KS) Q1 2026: Profit Surges 163% on ₩320B HYBE Exit

Kumho Petrochemical (011780.KS) Q1 2026: Operating Profit Halved as Iran War Stalls Spread Recovery

LG H&H (051900.KS) Q1 2026: Operating Profit Slides 24% as China Exit Erodes Revenue Base

LG Household & Health Care posted Q1 2026 consolidated revenue of ₩1,576.6 billion (-7.1% YoY), with operating profit falling 24.3% to ₩107.8 billion as China market withdrawal deepens and Beijing JV enters liquidation.

Orion (271560.KS) Q1 2026: Profit Surges 26% Despite Cocoa Spike

BNK Financial (138930.KS) Q1 2026: Earnings Surge 27%, NIM 1.88%

*Provisions fell 40% and fee income rebounded sharply, but with NIM pinned in the high-1% range, the durability of the earnings surge depends on whether the regional credit cycle has genuinely turned

Hyundai Steel (004020.KS) Q1 2026: Operating Loss Reversed but Net Red Ink Persists as $5.8B Louisiana Mill Adds ₩1T in Debt

Samsung Card (029780.KS) Q1 2026: Profit Slumps 15%, G&A Up 30%

KEPCO E&C (052690.KS) Q1 2026: Operating Profit Nearly Triples to ₩14.1B

Hanmi Pharma (128940.KS) Q1 2026: R&D at 16.6% Narrows Operating Profit 9%

Hanmi Pharmaceutical Q1 2026: Revenue flat at ₩392.9B (+0.5%), operating profit -9.1% to ₩53.6B as R&D hit 16.6% of sales. Net income rose 14.4% to ₩51.1B. Beijing Hanmi's 22% margin cushions results.

OCI Holdings (010060.KS) Q1 2026: Operating Profit Collapses 78% on ₩26.6B TerraSus Maintenance Loss

NC (036570.KS) Q1 2026: Aion 2 Ignites 22x Profit Jump to ₩113B

Hanwha Engine Q1 2026: ₩5.17 trillion backlog and positive free cash flow underpin margin recovery as SEAM acquisition reshapes balance sheet

L&F (066970.KS) Q1 2026: Revenue Doubles, Operating Swing Driven by ₩136.2B Inventory Reversal

Doosan Fuel Cell (336260.KS) Q1 2026: Revenue Surges 45%, Backlog Crashes to ₩30B

Doosan Bobcat Q1 2026: Revenue Rebounds to $1.53B as Net Income Climbs 15%, but Gross Margin Slips 131bp

Coway Q1 2026: Record ₩250.9 Billion Operating Profit Anchored by Rental Subscription Growth

Kakao Pay (377300.KS) Q1 2026: Profit 7x, Finance Turns Profitable

Gaon Cable (000500.KS) Q1 2026: Profit Up 27% as Copper Spike Burns ₩170.9B Cash

Doosan Robotics (454910.KS) Q1 2026: Revenue Nearly Triples as Consolidated Operating Loss Holds at ₩12.1B

Amorepacific (090430.KS) Q1 2026: Domestic Profit Surges 65%, COSRX Overseas Down 18%

Yuhan (000100.KS) Q1 2026: Net Profit +134% on Non-Op Windfall

Yuhan (000100.KS) Q1 2026: Net Profit +134% on Non-Op Windfall *Equity method gains and financial income power the headline profit surge; lazertinib advances to five-market approval while core operati

GS (078930.KS) Q1 2026: Profit Surges 3.5× on Caltex Equity Boom

GS Holdings (078930.KS) Q1 2026 controlling shareholder net income surged 3.5× YoY to ₩723.2B, driven by one-off inventory gains from a Hormuz-driven crude spike amplifying GS Caltex's equity contribution.

Hanwha Solutions (009830.KS) Q1 2026: ₩92.6B Operating Swing as Chemicals Rebound, Qcells Profit Halves

Hanwha Solutions posted consolidated operating profit of ₩92.6 billion in Q1 2026, a 205.5% year-on-year surge from ₩30.3 billion, ending a two-year operating loss streak that had consumed ₩1.37 trill

Daeduck (008060.KS) Q1 2026: AI Substrates Flip Profit to ₩51.3B

LG Display (034220.KS) Q1 2026: Operating Profit Surges 4.4x as ₩13.7T Debt Swells Net Loss to ₩575.7B

LG Display (034220.KS) Q1 2026: Profit 4× but ₩576B Net Loss Bites

SK Biopharma (326030.KS) Q1 2026: Cenobamate Lifts Operating Profit 250%, Margin Hits 39%

Single-drug operating leverage transforms SK Biopharmaceuticals from loss-making drug launcher to high-margin cash generator — operating margin more than doubles year-over-year.

Hankook Tire (161390.KS) Q1 2026: Margin Hits 9.5%, Operating Profit Surges 43%

Hanjin KAL (180640.KS) Q1 2026: +17% Profit Hides 69% Equity Income Drop

DB HiTek (000990.KS) FY2025: 45% Profit Surge, 8-Inch Fab at 92%

HD Hyundai Construction Equipment (267270.KS) Q1 2026: Infracore Merger Triples Revenue to ₩2.3T, Operating Margin Doubles to 8.3%

The January 1, 2026 absorption of HD Hyundai Infracore instantly recast HD Hyundai Construction Equipment as a global top-tier construction machinery and engine conglomerate, with first-quarter results confirming that the merger's financial impact was both explosive and immediate.

LG CNS (064400.KS) Q1 2026: Profit Surges 19% on Cloud-AI Demand

LG CNS가 IPO 후 첫 온전한 비교 분기를 클라우드·AI 수요로 채웠다. 2026년 1분기 연결 매출은 1조 3,150억원으로 전년 동기 대비 8.6% 늘었고, 영업이익은 942억원으로 19.4% 증가하며 영업이익률을 6.5%에서 7.2%로 끌어올렸다. 매출의 58%를 차지하는 클

Sanil Electric (062040.KS) Q1 2026: Revenue Surges 52% to ₩150.3B on US Grid Supercycle

Sanil Electric posted Q1 2026 revenue of ₩150.3B (+52.1% YoY) driven by the U.S. power grid supercycle, with order backlog at ₩477.4B and 93.6% utilization.

ISU Petasys (007660.KS) Q1 2026: 41% Profit Surge, ₩76B Cash Burn

ISU Petasys posted record Q1 2026 revenue of ₩340.3B (+34.8% YoY) and operating profit of ₩67.2B (+41.0%), but operating cash flow swung to -₩76.5B as receivables surged ₩104.4B.

Hanwha (000880.KS) Q1 2026: Net Profit Surges 76% as Shipbuilding Leads, Defense Retreats

Hanwha (000880.KS) Q1 2026: Net Profit Surges 76% as Shipbuilding Leads, Defense Retreats

Samyang Foods (003230.KS) Q1 2026: Revenue +35%, Europe Triples

Samyang Foods Q1 2026: revenue KRW 714.4B (+35%), operating profit KRW 177.1B (+32%), Europe sales +215%, overseas +38% YoY. Operating margin held at 24.8%.

DB Insurance (005830.KS) Q1 2026: Net Profit Slumps 44% as Claims Costs Surge

Kiwoom (039490.KS) Q1 2026: Operating Profit Surges 91% to ₩621B

Daehan Electric Wire (001440.KS) Q1 2026: Record ₩60.4B Operating Profit; Hedge Losses Flip Net to Red

HYBE (352820.KS) Q1 2026: Record ₩698B Revenue as ₩225B RSU Charge Swings to Operating Loss

HD Hyundai Marine Solution (443060.KS) Q1 2026: Record ₩574.6B Revenue, but 70% of Net Profit Surge Is FX-Driven

Samsung Securities (016360.KS) Q1 2026: Record ₩450.9B Profit Surges 82% on Historic Trading Boom

NH Investment & Securities (005940.KS) Q1 2026: Operating Profit Surges 120% to ₩636.7B as KOSPI 6,300 Propels Trading Gains 679%

Daewoo E&C (047040.KS) Q1 2026: Operating Profit Surges 69% as Cost Rate Drops 6.5%p, Cash Burns ₩185B

POSCO International (047050.KS) Q1 2026: Operating Profit Surges 30%, Energy Earns Half

S-Oil (010950.KS) Q1 2026: Margins Snap Back, Profit Hits ₩1.23T

Samsung Epis Holdings Q1 2026: Profit Intact, Cash Bleeds ₩315.6B

KT (030200.KS) FY2025: Cloud Surges 27%, Revenue Climbs to ₩28.2T

Korea Investment Holdings (071050.KS) Q1 2026: Net Profit Doubles to ₩916.7B as KOSPI 5,000 Rally Explodes Trading and Fee Income

APR (278470.KS) Q1 2026: Revenue Doubles, Margin Hits 25.7%

KAI (047810.KS) Q1 2026: Revenue Surges 56% to Record ₩1.09T

Hyundai E&C (000720.KS) Q1 2026: Revenue Slumps 16%, Margin Holds at 2.9%

IBK (024110.KS) Q1 2026: Profit Slips 7.5% as Provisions Jump 20%

LS (006260.KS) Q1 2026: Revenue Surges 37% to Record ₩9.5T on Copper Price Rally

Hyundai AutoEver (307950.KS) Q1 2026: 12% Revenue Growth Masks 21% Profit Drop on Outsourcing Surge

LS (006260.KS) Q1 2026: ₩9.5T Revenue Record, Op Profit +56%, Net Income Halved

LS Corporation posted record quarterly revenue of ₩9.5T in Q1 2026, up 37.5% YoY, with operating profit rising 56.4% — but net income halved due to hedging flows.

LG (003550.KS) Q1 2026: Equity Earnings Halve, Profit Slumps 35%

KT&G (033780.KS) Q1 2026: Tobacco Exports Drive 28% Profit Surge to ₩364.5B

Overseas cigarette expansion and a weaker won push operating margin to 21.4%, but a ₩182.3 billion non-cash FX translation gain inflates headline net income — r

LIG Defense (079550.KS) Q1 2026: Profit +56%, Cash Sinks 88%

LG Innotek (011070.KS) Q1 2026: Optical Margins Triple as Operating Profit Surges 136%

Hanwha Systems (272210.KS) Q1 2026: Defense Profit Surges 37% as Austal Stake Loss Flips Net to −₩95.8B

POSCO Future M (003670.KS) Q1 2026: Net Profit Slumps 87% on ₩127.2B Cathode Inventory Write-Down

HD Hyundai (267250.KS) Q1 2026: ₩2.8T OP Doubles, Parent Gets 38%

Hyundai Rotem (064350.KS) Q1 2026: Revenue Surges 24% to ₩1.46T as Poland K2 Deliveries Hit Stride

Doosan (000150.KS) Q1 2026: Profit Leaps 72% as CCL Hits 30%

Samsung Heavy Industries (010140.KS) Q1 2026: Operating Profit Surges 122% as Net Debt Ratio Collapses to 3%

HD Korea Shipbuilding & Offshore Engineering (009540.KS) Q1 2026: Operating Profit Surges 58% to ₩1.36T as ₩89T Backlog Anchors Supercycle

Korea Zinc (010130.KS) Q1 2026: Silver Rally Lifts Profit 175%

Hanmi Semiconductor (042700.KS) Q1 2026: Operating Profit Plunges 88% as HBM TC Bonder Orders Stall

Korean Air (003490.KS) Q1 2026: Operating Profit Surges 47% to ₩516.9B as Middle East War Fuels European Route Windfall

Hyosung Heavy (298040.KS) Q1 2026: Profit Leaps 49%, Backlog ₩20T

Hanwha Ocean (042660.KS) Q1 2026: Operating Profit Surges 71%, Margin Accelerates to 13.7%

Mirae Asset Securities (006800.KS) Q1 2026: SpaceX Stake Drives Industry-First ₩1T Quarterly Profit, Up 288%

LS Electric (010120.KS) Q1 2026: North America Revenue Surges 87% as Quarterly Operating Profit Hits Record ₩126.6B

HD Hyundai Electric (267260.KS) Q1 2026: Revenue Up 2.2% but Operating Profit Surges 18.4% as ₩11.4T Backlog Meets 95% Utilization

SK Inc. (034730.KS) Q1 2026: Operating Profit Surges 8.6x to ₩3.67T as HBM Cycle and Oil Refining Rebound Collide

HD Hyundai Heavy (329180.KS) Q1 2026: OP Doubles to ₩905B on Mipo Merger

Doosan Enerbility (034020.KS) Q1 2026: ₩27.2T Backlog Builds as Core Margin Stalls at 3.04%

Samsung Electro-Mech (009150.KS) Q1 2026: Non-Samsung Surges 24%

SK Square (402340.KS) Q1 2026: ₩5.89T Reserve Freed at Hynix Peak

SK Innovation (096770.KS) Q1 2026: ₩2.16T Profit on Hormuz Spike

SK Telecom (017670.KS) Q1 2026: Wireless Margin Plunges 14.5% as ₩1.7T Capital Reserve Transfer Loads Dividend Firepower

Hanwha Aerospace (012450.KS) Q1 2026: Margin Hits 11.1% as Cash Burns ₩1.7 Trillion

LG Uplus (032640.KS) Q1 2026: FCF Jumps 5.8x as Buyback Debuts

KEPCO (015760.KS) Q1 2026: ₩3.78T Op Profit Holds, Debt Ratio Falls to 401%

LG Chem (051910.KS) Q1 2026: Battery Drag Tips Group to ₩50B Operating Loss

Samsung SDS (018260.KS) Q1 2026: Op Profit Plunges 71% on 18x DOL

POSCO (005490.KS) Q1 2026: Profit Surges 24% as Debt Swells ₩1.8T

Shinhan Financial (055550.KS) Q1 2026: ₩1.62T Profit Lifted by 26% Non-Interest Surge as NPL Ticks Up

Hanwha Aerospace (012450.KS) Q1 2026: 11% Margin but Operating Cash Burns ₩1.71T as Debt Surges ₩3T

LG Electronics (066570.KS) Q1 2026: Profit Jumps 33% on TV Comeback

SK Inc. (034730.KS) Q1 OP Jumps 760%; NH Lifts Target 61% on NAV

SK Inc. (034730.KS) reported Q1 operating profit of ₩3.67 trillion, up 760% year-on-year, prompting NH Investment to raise its 12-month target 61% to ₩750,000 on a NAV-rerating thesis.

Hana Financial Group (086790.KS) Q1 2026: Net Profit Rises 7.3% to ₩1.21T as NPL Coverage Plunges 8.4pp

Samsung Life (032830.KS) Q1 2026: ₩18T Capital Surge as Profit Jumps 89%

A bond-revaluation tailwind lifted equity by nearly a third in a single quarter, even as core insurance margins held steady.

KB Financial Group (105560.KS) Q1 2026: Net Profit Jumps 12.8% to ₩1.92T as ₩7.5T Capital Reserve Transfer Loads Buyback Arsenal

SK Square's Q1 Profit Hits Record ₩8.3T, Lifts Holdco to KOSPI No. 3

SK Square — the SK Group investment arm spun off from SK Telecom in 2021 and now SK Hynix's largest single shareholder — said on Thursday that its first-quarter oper

Kakao Corp. (035720.KS) — FY2025 Financial Analysis

Kia (000270.KS) — Q1 FY2026 Financial Analysis

Shinhan Financial Group (055550.KS) — FY2025 Financial Analysis

SK Innovation Swings to ₩2.16 Trillion Q1 Profit as Iran War Lifts Refining Margins

SK Innovation (096770.KS) swung to a ₩2.16T Q1 operating profit from a ₩30.7B loss, as a ₩780B inventory gain at SK Energy followed the post-Iran-war oil spike.

LG Chem (051910.KS) — FY2025 Financial Analysis

Samsung C&T Corporation (028260.KS) — FY2025 Financial Analysis

KakaoBank (323410.KS) Q1 Net Hits Record ₩187.3B on Superbank IPO

KakaoBank's Q1 net jumped 36.3% to a record ₩187.3 billion ($128.4M), but a one-off ₩93.3B Superbank IPO gain masked a 13.9% drop in core operating profit.

Ssangyong C&E Co., Ltd. (003410, Delisted from KOSPI) — FY2025 Financial Analysis

Celltrion (068270.KS) Q1 Profit Doubles on Biosimilar Surge

Celltrion's Q1 operating profit more than doubled to 321.9 billion won as biosimilar sales drove revenue up 28% to a record 1.145 trillion won.

NAVER (035420.KS), Kakao Hit Record Q1 but Lag KOSPI Rally

Kakao Games Q1 Loss Doubles to ₩25.5B as New-Title Drought Drags Revenue Down 33%

Hanmi Pharmaceutical Q1 Operating Profit Falls 9.1% as China Unit Doubles, Holding Co. Climbs 24%

LG Energy Solution posts ₩207.8 billion Q1 loss; LG Chem swings to deficit

Samsung's Chip Arm Posts Record ₩53.7 Trillion Q1 Profit as HBM4 Ramps for Nvidia

APR (278470.KS) FY2025 Financial Analysis: 111% Revenue Surge & 3x Profit Growth

Samsung SDI Q1 2026 Operating Loss Narrows to ₩155.6 Billion, Beats Street Forecasts

Doosan Robotics FY2025 Financials: Revenue –29.6%, Operating Loss Widens ₩59.4B

SK Hynix FY2025 Analysis: ₩97T Revenue, 48.6% OPM Record

Hyundai Mobis FY2025 Financial Report: Profit Divergence

Ottogi FY2025 Financial Analysis: Revenue Growth Despite 20% Operating Profit Plunge