1. Samhyun’s 2025 Semi-Annual Results: Key Highlights

Samhyun recorded KRW 26.8 billion in revenue, KRW 1.5 billion in operating profit, and KRW 3.2 billion in net profit for the first half of 2025. While revenue slightly decreased year-over-year, it showed a slight increase from Q1 to Q2.

2. Robotics, Defense, and Future Mobility: New Growth Engines

Beyond its existing automotive components business, Samhyun is diversifying into robotics, defense, and future mobility to secure future growth engines.

  • The acquisition of Caselab strengthens its robotics capabilities through AI-based autonomous driving and robot control technologies.
  • Success in the defense sector, including the Cheongung II supply contract with the UAE, contributes to stable revenue generation.
  • Ventures into future mobility, including AAM, electric ships, and electric agricultural machinery, demonstrate long-term growth potential.

3. Robust Financial Structure: Foundation for Stable Growth

Samhyun maintains a very stable financial structure with a debt-to-equity ratio of 23.24% and a net debt-to-equity ratio of 0.09% as of the first half of 2025. The increase in fair value financial assets by KRW 47.5 billion demonstrates successful investment activities.

4. Investment Considerations: Managing Potential Risks

External factors such as automotive market volatility, exchange rate fluctuations, and rising raw material prices can impact Samhyun’s profitability. High R&D investment can also put pressure on short-term profitability.

5. Investment Strategy: A Long-Term Perspective

Samhyun holds high long-term growth potential, with the successful establishment of new businesses and technological innovation being key drivers of enterprise value growth. Investors should monitor the performance of new businesses and the efficiency of R&D investments from a long-term perspective.