1. Yunghwa Tech H1 2025 Earnings: What Happened?

Yunghwa Tech reported revenue of KRW 27.5 billion, operating profit of KRW 4.7 billion, and net income of KRW 1 billion for H1 2025. While revenue remained similar year-over-year, net income decreased significantly.

2. Driving Factors Behind the Results: Why Did This Happen?

Increased cost of goods sold (COGS) and selling, general, and administrative expenses (SG&A) are the primary factors contributing to the decline in profitability. Although revenue remained stable due to increasing demand for EV components, these cost increases offset potential gains.

3. Future Outlook and Investment Strategy: What’s Next?

  • Positive Factors: EV market growth, global competitiveness, improved financial health
  • Negative Factors: Declining profitability, exchange rate volatility, customer concentration

Yunghwa Tech holds strong growth potential within the expanding EV market, but improving profitability is crucial. Investors should closely monitor the company’s cost management strategy, response to exchange rate fluctuations, and efforts to diversify its customer base.

4. Action Plan for Investors

  • Monitor profitability improvement strategies
  • Assess exchange rate trends and hedging strategies
  • Evaluate efforts to secure new customers
  • Analyze the impact of macroeconomic changes