1. What Happened? Hansol Holdings Q2 Earnings Breakdown

Hansol Holdings reported revenue of KRW 278.5 billion, operating profit of KRW 7.3 billion, and net income of KRW 16.6 billion in Q2 2025, marking a return to profitability. This represents a significant improvement year-over-year and constitutes an earnings surprise, exceeding market forecasts. The improved performance of Hansol Logistics played a particularly positive role.

2. Why the Improvement? Key Drivers of Growth

The primary drivers of this earnings improvement are the growth of the logistics business and the recovery of the paper industry. Rising sea freight rates, increased cargo volume, and enhanced competitiveness in secondary battery logistics fueled growth in the logistics sector. Growth in industrial paper and improved profitability in printing paper contributed to the recovery of the paper business. Stable growth in the electronics components business and a strengthened shareholder return policy also contributed positively.

3. What’s the Outlook? Opportunities and Threats

Hansol Holdings is expected to generate stable profits based on its diversified business portfolio. However, increased FX volatility and the possibility of a global economic slowdown remain risk factors. Fluctuations in raw material prices and intensifying competition also require ongoing monitoring.

4. What Should Investors Do? Action Plan

While there is potential for short-term momentum in the stock price, a cautious approach to investment decisions is necessary. Investors should consider macroeconomic factors such as FX volatility and the possibility of a global economic recession, along with changes in the competitive landscape. From a long-term perspective, it’s important to pay attention to the stability of the business portfolio and the shareholder return policy.