Financial Analysis

KT&G (033780.KS) Q1 2026: Tobacco Exports Drive 28% Profit Surge to ₩364.5B

Overseas cigarette expansion and a weaker won push operating margin to 21.4%, but a ₩182.3 billion non-cash FX translation gain inflates headline net income — r

LIG Defense (079550.KS) Q1 2026: Profit +56%, Cash Sinks 88%

LG Innotek (011070.KS) Q1 2026: Optical Margins Triple as Operating Profit Surges 136%

Hanwha Systems (272210.KS) Q1 2026: Defense Profit Surges 37% as Austal Stake Loss Flips Net to −₩95.8B

POSCO Future M (003670.KS) Q1 2026: Net Profit Slumps 87% on ₩127.2B Cathode Inventory Write-Down

HD Hyundai (267250.KS) Q1 2026: ₩2.8T OP Doubles, Parent Gets 38%

Hyundai Rotem (064350.KS) Q1 2026: Revenue Surges 24% to ₩1.46T as Poland K2 Deliveries Hit Stride

Doosan (000150.KS) Q1 2026: Profit Leaps 72% as CCL Hits 30%

Samsung Heavy Industries (010140.KS) Q1 2026: Operating Profit Surges 122% as Net Debt Ratio Collapses to 3%

HD Korea Shipbuilding & Offshore Engineering (009540.KS) Q1 2026: Operating Profit Surges 58% to ₩1.36T as ₩89T Backlog Anchors Supercycle

Korea Zinc (010130.KS) Q1 2026: Silver Rally Lifts Profit 175%

Hanmi Semiconductor (042700.KS) Q1 2026: Operating Profit Plunges 88% as HBM TC Bonder Orders Stall