1. Kolmar Korea’s IR: What to Expect

This IR will cover Kolmar Korea’s Q2 2025 financial results, along with performance updates for key business segments and future growth strategies. Investors are particularly interested in the continued growth of the cosmetics and pharmaceutical divisions, which drove the strong Q1 results, and the performance of Yeonwoo Co., Ltd.

2. Q1 2025 Performance Analysis: Drivers of Positive Growth

Kolmar Korea experienced significant growth in both revenue and operating profit in Q1 2025. The cosmetics business benefited from the growth of basic cosmetics and online channel expansion, while HK inno.N’s pharmaceutical business continued its growth trajectory, driven by strong sales of ‘K-CAB’ and investments in new drug development. The H&B business also showed steady growth. The decline in Yeonwoo Co., Ltd.’s revenue is attributed to a temporary adjustment due to changes in consolidated accounting methods; on a separate basis, performance remained stable.

3. Investor Action Plan: Key IR Takeaways & Investment Strategy

Investors should focus on the following key points during this IR:

  • Q2 Earnings: Meeting consensus estimates and sustainability of growth
  • New Pipeline: Development status and future growth drivers
  • Macroeconomic Strategies: Approach to managing exchange rate and interest rate fluctuations
  • Yeonwoo Co., Ltd. Growth Strategy: Sales recovery and future growth plans

It’s crucial to develop an investment strategy based on the IR results and the evolving market landscape.