1. SK E&S 2025 Half-Year Earnings: Key Highlights

SK E&S announced its half-year earnings on August 13, 2025. The key figures are as follows:

  • – Revenue: KRW 65.3 billion (Expected KRW 52 billion, +26%)
  • – Operating Profit: KRW 9.5 billion (Expected KRW 9.8 billion, -3%)
  • – Net Profit: KRW 14.2 billion (Expected KRW 5.5 billion, +158%)

2. Driving Forces Behind the Strong Performance

The strong performance can be attributed to the continued growth of the renewable energy business, expansion of the ESS business, improvement in non-operating income, and reduction in financial costs.

3. Positive Factors and Hidden Risks

While the surge in revenue and net profit is positive, the high debt-to-equity ratio (380.96%) remains a significant risk. The slightly lower-than-expected operating profit also warrants further analysis. Macroeconomic factors, such as rising interest rates and exchange rate volatility, could also pose challenges.

4. Investor Action Plan: A Prudent Investment Strategy

If you are considering investing in SK E&S, carefully evaluate the following:

  • – Continued growth potential of the renewable energy market
  • – Competitiveness and global expansion strategy of the ESS business
  • – Debt reduction plans and efforts to improve financial health
  • – Strategies to mitigate risks related to interest rate and exchange rate fluctuations

Don’t be swayed by short-term stock price movements. Focus on a long-term perspective and continuously analyze the company’s value.