1. Amorepacific Announces Impressive H1 2025 Results

On August 25, 2025, at the UBS Korea Summit 2025, Amorepacific held its investor relations (IR) presentation, announcing a strong performance in the first half of 2025. Revenue reached ₩2.0725 trillion and operating profit hit ₩191.4 billion, representing a 14.1% and 149.1% year-on-year increase, respectively.

2. The Keys to the Turnaround

This impressive growth is attributed to the successful acquisition of Cosrx, strengthened online and multi-brand shop channels, and a focus on core categories for each brand. International business played a significant role, with revenue reaching ₩909.4 billion, a 26.6% year-on-year surge. High growth in the Americas and improved profitability in China were key contributors.

3. The IR Presentation’s Message to Investors

Through this IR presentation, Amorepacific aimed to build investor confidence by highlighting its robust fundamentals and future growth potential. The company emphasized its global expansion strategy, digital transformation efforts, and investments in new brands and technologies, signaling its intent to attract international investment.

4. Key Checkpoints for Investors

  • Sustained International Growth: Continued growth in the Americas and recovery in the Chinese market are crucial.
  • Cosrx Synergy: Investors should monitor the continued growth potential from the acquisition.
  • Macroeconomic Factors: Consider external factors such as exchange rates, raw material prices, and the possibility of a global economic slowdown.
  • Intensifying Competition: Amorepacific needs to demonstrate differentiated strategies and strong execution in a competitive landscape.

5. Is Amorepacific a Good Investment?

Amorepacific has taken significant strides towards a successful turnaround, backed by strong H1 2025 results. However, investors should carefully consider the key checkpoints mentioned above before making any investment decisions.