SKC Q2 2025 Earnings Analysis
1. Q2 Earnings: A Sign of Rebound?
The decline in sales and operating loss in Q1 were due to the sluggish battery foil business and worsening market conditions. The biggest concern in the Q2 earnings announcement is whether these sluggish performances have been overcome. Attention is focused on whether the performance of the chemical business unit and the effects of restructuring will act as positive factors.
2. External Environment Analysis: Opportunities and Threats
High interest rates in the US and Europe could negatively impact demand for SKC, but Korea’s interest rate cut is a positive factor. Raw material price volatility and exchange rate fluctuations will also act as major variables in SKC’s performance. In particular, the trend of copper prices and the won/dollar exchange rate should be closely monitored.
3. Investment Strategy: A Cautious Approach is Necessary
Volatility in stock prices is expected depending on Q2 earnings, management’s future outlook, and whether a mid- to long-term growth strategy is presented. Investment decisions should be made carefully, considering the contents of the Q2 earnings announcement, market reaction, and risk factors such as raw material price and exchange rate fluctuations. The progress of the Poland plant expansion and new business performance are also key checkpoints.
Frequently Asked Questions
When is SKC’s Q2 earnings announcement?
July 30, 2025, at 2:00 PM KST.
What were the main causes of the sluggish Q1 earnings?
The main causes were a decline in sales prices in the battery foil business, a slowdown in demand for secondary batteries, and the divestiture of business units.
What are the key points to consider when investing?
Raw material price volatility, exchange rate fluctuations, and competitor performance should be considered. Also, pay attention to the progress of the Poland plant expansion and the performance of new businesses.