Celltrion (068270.KS) filed an amended preliminary earnings disclosure with Korea's Financial Supervisory Service on July 27, 2026—a formal 기재정정 (material correction) updating the original consolidated income statement filed on July 3. The amendment reaffirms record second-quarter results: consolidated revenue of ₩1.3 trillion and operating profit of ₩430 billion.
TL;DR - Q2 2026 revenue ₩1.30 trillion (+35.2% YoY), operating profit ₩430 billion (+77.3% YoY) - Operating margin expanded to 33%, up 8 percentage points from 25% in Q2 2025 - Beat FnGuide consensus: revenue beat by ~₩60 billion; operating profit beat by ~₩29.3 billion - New biosimilars (Zymfentra, Steqeyma, Omlyclo, Vegzelma) now exceed 60% of total sales - 22 buy-side analysts, avg. target price ₩265,333 (+37.6% upside vs July 26 close of ₩211,500)
Part A — Disclosure and Key Figures
What Was Amended
The July 27 DART filing (rcept_no 20260727800078) carries the designation "[기재정정]연결재무제표기준영업(잠정)실적(공정공시)"—a regulatory amendment to the July 3 preliminary earnings fair disclosure (공정공시). Under Korean capital-market rules, a 기재정정 is required when any item in a previously filed voluntary disclosure needs correction or clarification, even if core profit figures remain unchanged.
