1. Seoho Electric H1 2025 Performance: Light and Shadow

Seoho Electric achieved remarkable growth in the first half of 2025, with consolidated revenue of KRW 65.15 billion and operating profit of KRW 15.08 billion. Large overseas project orders and increased maintenance demand in the port crane control system segment drove this growth. However, due to foreign exchange volatility, net profit decreased by 26.2% year-on-year to KRW 8.45 billion, and the debt ratio also increased significantly.

2. Growth Drivers and Future Outlook

Seoho Electric’s core business, port crane control systems, shows high growth potential, aligned with the trends of the 4th Industrial Revolution (5G, automation, remote operation). Their proprietary automated systems and experienced engineering workforce are Seoho Electric’s core competencies. They are also focusing on securing future growth engines through continuous R&D investment.

3. Key Checkpoints for Investors

Before investing in Seoho Electric, investors should carefully consider the following risk factors: strategies for dealing with foreign exchange volatility, the cause and management plan for the increased debt ratio, and the impact of global economic fluctuations on their business.

4. Investment Action Plan

  • Positive Factors: Growth of the port automation market, solid order backlog, technological competitiveness
  • Points to Note: Foreign exchange volatility, increasing debt ratio

Before making an investment decision, it is crucial to consider the above factors comprehensively and establish a future monitoring plan.