1. Hyundai Mobis 2025 H1: What Happened?

Hyundai Mobis recorded solid growth in the first half of 2025, with sales of KRW 159,362 billion (+7.6%) and operating profit of KRW 8,700 billion (+39.7%). Increased overseas sales and efficient cost management were key drivers. However, net profit slightly decreased year-on-year to KRW 9,344 billion (-8%) due to increased investment costs.

2. Behind the Solid Growth: Why the Growth?

The main factors behind the sales growth are the increase in global vehicle production and the mass production effect of the new plant in the Americas. Also, efforts to manage costs and improve productivity contributed to improved operating profit margins. Strategic R&D investment to preempt the future mobility market is also being positively evaluated.

3. Future Outlook and Investment Strategies: What’s Next?

Global economic volatility and intensifying competition in the EV market could act as major risk factors. However, Hyundai Mobis is focusing on strengthening its competitiveness in the future mobility market by expanding orders for electric vehicle parts, developing autonomous driving technology, and expanding overseas markets. These efforts are expected to provide long-term growth momentum.

4. Action Plan for Investors

  • Monitor trends in expanding orders for electrification parts
  • Check the results of autonomous driving and software technology development
  • Analyze overseas production and sales network expansion strategies
  • Evaluate efforts to strengthen ESG management