1. KB Korea Conference: What Did Samsung SDS Announce?
Samsung SDS presented its first-half 2025 business performance and future strategies at the KB Korea Conference on September 2, 2025. Key highlights included the robust growth of its IT services, increased investment in AI and cloud businesses, and efforts to improve profitability in the logistics sector.
2. Performance Analysis: IT Services Growth vs. Logistics Decline, Why?
In the first half of 2025, Samsung SDS achieved revenue of KRW 7.017 trillion (a 5.8% increase year-on-year). While the IT services sector grew by 4.4%, operating profit decreased by 11.2% to KRW 498.7 billion due to declining profitability in the logistics sector (-12.8%) and increased R&D expenses. The decline in logistics profitability is attributed to intensified competition and freight rate volatility.
3. Future Growth Strategies: AI, Cloud, and Digital Logistics Innovation. How?
Samsung SDS plans to strengthen its AI and cloud businesses within the IT services sector with FabriX, Brity Copilot, and GPUaaS. In the logistics sector, the company will focus on expanding digital forwarding services based on Cello Square and enhancing competitiveness through investment in Vizion, a US-based digital logistics startup.
4. Key Checkpoints for Investors
- Concrete achievements and future growth potential of AI and cloud businesses
- Effectiveness of logistics profitability improvement strategies
- Response strategies to global economic slowdown and exchange rate volatility
Investors should carefully analyze the future growth potential and risk factors of Samsung SDS based on information from this IR session and reflect them in their investment strategies.