1. Harim’s Q2 2025 Earnings: Key Highlights
Harim reported revenue of KRW 387.4 billion, operating profit of KRW 19.8 billion, and net income of KRW 29.7 billion for Q2 2025. This represents a year-over-year increase of 18.8% in revenue, a return to profitability in operating profit, and a similar positive swing for net income. Compared to Q1 2025, revenue increased by 20.1%, operating profit surged by 187%, and net income saw a remarkable 924% jump.
2. Factors Driving the Turnaround
What factors contributed to this positive performance? Let’s analyze the key drivers.
- Robust Revenue Growth: Harim maintained its strong market share in the domestic poultry market at 20.8%, ensuring stable revenue growth.
- Smart Factory Investments: The company’s smart factory in Iksan has enhanced productivity and reduced costs.
- Favorable External Environment: Declining international oil and freight prices eased raw material cost pressures.
3. Investor Action Plan
While Harim’s Q2 results are positive, investors should consider the following factors before making investment decisions.
- Sustainability of Growth: Evaluate the long-term growth potential beyond the short-term improvements.
- Volatility of Exchange Rates and Raw Material Prices: Consider the potential impact of external factors on future performance.
- New Business Growth and ESG Performance: Monitor the progress of new business ventures and ESG initiatives.