Financial Analysis

S1 (012750.KS) Q1 2026: 62% Profit Drop on Pension Cost Surge

S1 (012750.KS) Q1 2026: 62% Profit Drop on Pension Cost Surge

S1 (012750.KS) Q1 2026: Profit Plunges 62% on Labor Cost Surge

S1 (012750.KS) Q1 2026: Profit Plunges 62% on Labor Cost Surge

DN Automotive (000275.KS) Q1 2026: Revenue Tops ₩1T as Heller Integration Crimps Operating Margin to 14.2%

DN Automotive (000275.KS) Q1 2026: Revenue Tops ₩1T as Heller Integration Crimps Operating Margin to 14.2%

Lotte Corp (004990.KS) Q1 2026: Equity Swing Flips Net Income, Common EPS Stays Negative

Lotte Corp (004990.KS) Q1 2026: Equity Swing Flips Net Income, Common EPS Stays Negative

Dalba Global (460230.KS) Q1 2026: Revenue Surges 50% to ₩171.2B as U.S. Sales Nearly Triple, 26% Margin Intact

Dalba Global (460230.KS) Q1 2026: Revenue Surges 51% to ₩171.2B as U.S. Sales Triple, 26% Margin Intact

Young One Holdings (009970.KS) Q1 2026: OEM Recovery Lifts Margins to 14.6% While Won Weakness Inflates Net Profit 79%

Young One Holdings (009970.KS) Q1 2026: OEM Recovery Lifts Margins to 14.6% While Won Weakness Inflates Net Profit 79%

HD Hyundai Marine Engine (071970.KS) Q1 2026: Operating Profit Surges 217% as Margin Doubles to 24%

HD Hyundai Marine Engine (071970.KS) Q1 2026: Operating Profit Surges 217% as Margin Doubles to 24%

GS E&C (006360.KS) Q1 2026: Sales Slump 21.6%, Margin at 3.1%

GS E&C (006360.KS) Q1 2026: Sales Slump 21.6%, Margin at 3.1%

HL Mando (204320.KS) Q1 2026: Net Profit +53% on India and ADAS Gains, FCF Stays at -₩70B

HL Mando (204320.KS) Q1 2026: Net Profit +53% on India and ADAS Gains, FCF Stays at -₩70B

Hanall Biopharma (009420.KS) Q1 2026: Operating Loss Flips to ₩840M Profit as Clinical Debt Surges 79%

Hanall Biopharma (009420) posts Q1 2026 operating profit of ₩840M, revenue +10.7% YoY. Short-term borrowings surge 79% ahead of Phase 3 clinical readouts.

F&F (383220.KS) Q1 2026: ₩104.2B Property Gain Doubles Net Income; Core Operating Profit Up 24%

F&F (383220.KS) Q1 2026: ₩104.2B Property Gain Doubles Net Income; Core Operating Profit Up 24%

iM Financial Group (139130.KS) Q1 2026: ₩154.5B Profit Flat as Provisions Surge 26%

iM Financial Group Q1 2026: ₩154.5B net profit (+0.1% YoY), operating income fell 7.3% to ₩193.9B as provisions surged 26.3%. iM Bank total assets crossed ₩105 trillion.

Shinyoung Securities Posts Record KRW 156.1 Billion Net Profit as KOSPI Surges 100% in FY2025

Shinyoung Securities (001720.KS) reported FY2025 consolidated net profit of KRW 156.1 billion (+39.1% YoY), driven by surging trading volumes and investment gains as the KOSPI doubled to 5,052 points.

Lotte Energy Materials Posts First Net Profit Since EV Downturn as Elecfoil Utilization Rebounds to 66.6%

Lotte Energy Materials swings to net income of KRW 3.9B in Q1 2026, from a KRW 54.8B loss a year ago, as Elecfoil utilization rebounds to 66.6% from a 47.4% full-year 2025 average.

Isu Specialty Chemical Posts 9.8% Revenue Growth in Q1 2026, but Operating Profit Drops 42.9%

Isu Specialty Chemical (457190.KS) reports Q1 2026 revenue of KRW 108.6 billion (+9.8% YoY), while operating income falls 42.9% to KRW 3.5 billion amid margin compression.

DL E&C (375500.KS) Q1 2026: Operating Profit Jumps 40% as Housing Margins Triple on Mix Shift

DL E&C reported Q1 2026 operating income of KRW 157.4 billion, up 40.4% year-on-year, as housing segment operating margin nearly tripled to 15.2% despite a 4.6% revenue decline to KRW 1.725 trillion.

Pan Ocean Posts 24% Operating Profit Jump in Q1 2026 as LNG Segment Delivers Record Margins

Pan Ocean reports Q1 2026 revenue of KRW 1.51T (+8.3% YoY) and operating income of KRW 140.9B (+24.4%), driven by LNG segment delivering a 44.5% operating margin. Net income rose 31.2% to KRW 94.5B with EPS of KRW 177.

SGI Seoul Guarantee Posts KRW 57.5B Quarterly Profit as Guarantee Premiums Climb 28% Year-on-Year

SGI Seoul Guarantee reported Q1 2026 net profit of KRW 57.5 billion, nearly tripling year-on-year, as guarantee premiums climbed 28% and operating margins expanded sharply. K-ICS solvency ratio held at 395.1%, well above the 130% regulatory minimum.

Hansol Chemical Posts 10.6% Revenue Jump in Q1 2026 on Semiconductor Materials Demand

Korea Gas Corporation (KOGAS) Logs KRW 910B Operating Profit in Q1 2026 as LNG Import Costs Fall 14.5%

Lotte Chemical (011170.KS) Q1 2026: ₩4.99T Revenue Rebounds 8% as Naphtha +21% Crushes Polymer Spreads

Netmarble (251270.KS) Q1 2026: Net Profit Surges 163% on ₩320.8B HYBE Divestiture, Core Gaming Up 7%

Netmarble (251270.KS) Q1 2026: Profit Surges 163% on ₩320B HYBE Exit

Kumho Petrochemical (011780.KS) Q1 2026: Operating Profit Halved as Iran War Stalls Spread Recovery

LG H&H (051900.KS) Q1 2026: Operating Profit Slides 24% as China Exit Erodes Revenue Base

LG Household & Health Care posted Q1 2026 consolidated revenue of ₩1,576.6 billion (-7.1% YoY), with operating profit falling 24.3% to ₩107.8 billion as China market withdrawal deepens and Beijing JV enters liquidation.

Orion (271560.KS) Q1 2026: Profit Surges 26% Despite Cocoa Spike

BNK Financial (138930.KS) Q1 2026: Earnings Surge 27%, NIM 1.88%

*Provisions fell 40% and fee income rebounded sharply, but with NIM pinned in the high-1% range, the durability of the earnings surge depends on whether the regional credit cycle has genuinely turned

Hyundai Steel (004020.KS) Q1 2026: Operating Loss Reversed but Net Red Ink Persists as $5.8B Louisiana Mill Adds ₩1T in Debt

Samsung Card (029780.KS) Q1 2026: Profit Slumps 15%, G&A Up 30%

KEPCO E&C (052690.KS) Q1 2026: Operating Profit Nearly Triples to ₩14.1B

Hanmi Pharma (128940.KS) Q1 2026: R&D at 16.6% Narrows Operating Profit 9%

Hanmi Pharmaceutical Q1 2026: Revenue flat at ₩392.9B (+0.5%), operating profit -9.1% to ₩53.6B as R&D hit 16.6% of sales. Net income rose 14.4% to ₩51.1B. Beijing Hanmi's 22% margin cushions results.

OCI Holdings (010060.KS) Q1 2026: Operating Profit Collapses 78% on ₩26.6B TerraSus Maintenance Loss

NC (036570.KS) Q1 2026: Aion 2 Ignites 22x Profit Jump to ₩113B

Hanwha Engine Q1 2026: ₩5.17 trillion backlog and positive free cash flow underpin margin recovery as SEAM acquisition reshapes balance sheet

L&F (066970.KS) Q1 2026: Revenue Doubles, Operating Swing Driven by ₩136.2B Inventory Reversal

Doosan Fuel Cell (336260.KS) Q1 2026: Revenue Surges 45%, Backlog Crashes to ₩30B

Doosan Bobcat Q1 2026: Revenue Rebounds to $1.53B as Net Income Climbs 15%, but Gross Margin Slips 131bp

Coway Q1 2026: Record ₩250.9 Billion Operating Profit Anchored by Rental Subscription Growth

Kakao Pay (377300.KS) Q1 2026: Profit 7x, Finance Turns Profitable

Gaon Cable (000500.KS) Q1 2026: Profit Up 27% as Copper Spike Burns ₩170.9B Cash

Doosan Robotics (454910.KS) Q1 2026: Revenue Nearly Triples as Consolidated Operating Loss Holds at ₩12.1B

Amorepacific (090430.KS) Q1 2026: Domestic Profit Surges 65%, COSRX Overseas Down 18%

Yuhan (000100.KS) Q1 2026: Net Profit +134% on Non-Op Windfall

Yuhan (000100.KS) Q1 2026: Net Profit +134% on Non-Op Windfall *Equity method gains and financial income power the headline profit surge; lazertinib advances to five-market approval while core operati

GS (078930.KS) Q1 2026: Profit Surges 3.5× on Caltex Equity Boom

GS Holdings (078930.KS) Q1 2026 controlling shareholder net income surged 3.5× YoY to ₩723.2B, driven by one-off inventory gains from a Hormuz-driven crude spike amplifying GS Caltex's equity contribution.

Hanwha Solutions (009830.KS) Q1 2026: ₩92.6B Operating Swing as Chemicals Rebound, Qcells Profit Halves

Hanwha Solutions posted consolidated operating profit of ₩92.6 billion in Q1 2026, a 205.5% year-on-year surge from ₩30.3 billion, ending a two-year operating loss streak that had consumed ₩1.37 trill

Daeduck (008060.KS) Q1 2026: AI Substrates Flip Profit to ₩51.3B

LG Display (034220.KS) Q1 2026: Operating Profit Surges 4.4x as ₩13.7T Debt Swells Net Loss to ₩575.7B

LG Display (034220.KS) Q1 2026: Profit 4× but ₩576B Net Loss Bites

SK Biopharma (326030.KS) Q1 2026: Cenobamate Lifts Operating Profit 250%, Margin Hits 39%

Single-drug operating leverage transforms SK Biopharmaceuticals from loss-making drug launcher to high-margin cash generator — operating margin more than doubles year-over-year.

Hankook Tire (161390.KS) Q1 2026: Margin Hits 9.5%, Operating Profit Surges 43%

Hanjin KAL (180640.KS) Q1 2026: +17% Profit Hides 69% Equity Income Drop

DB HiTek (000990.KS) FY2025: 45% Profit Surge, 8-Inch Fab at 92%

HD Hyundai Construction Equipment (267270.KS) Q1 2026: Infracore Merger Triples Revenue to ₩2.3T, Operating Margin Doubles to 8.3%

The January 1, 2026 absorption of HD Hyundai Infracore instantly recast HD Hyundai Construction Equipment as a global top-tier construction machinery and engine conglomerate, with first-quarter results confirming that the merger's financial impact was both explosive and immediate.

LG CNS (064400.KS) Q1 2026: Profit Surges 19% on Cloud-AI Demand

LG CNS가 IPO 후 첫 온전한 비교 분기를 클라우드·AI 수요로 채웠다. 2026년 1분기 연결 매출은 1조 3,150억원으로 전년 동기 대비 8.6% 늘었고, 영업이익은 942억원으로 19.4% 증가하며 영업이익률을 6.5%에서 7.2%로 끌어올렸다. 매출의 58%를 차지하는 클

Sanil Electric (062040.KS) Q1 2026: Revenue Surges 52% to ₩150.3B on US Grid Supercycle

Sanil Electric posted Q1 2026 revenue of ₩150.3B (+52.1% YoY) driven by the U.S. power grid supercycle, with order backlog at ₩477.4B and 93.6% utilization.

ISU Petasys (007660.KS) Q1 2026: 41% Profit Surge, ₩76B Cash Burn

ISU Petasys posted record Q1 2026 revenue of ₩340.3B (+34.8% YoY) and operating profit of ₩67.2B (+41.0%), but operating cash flow swung to -₩76.5B as receivables surged ₩104.4B.

Hanwha (000880.KS) Q1 2026: Net Profit Surges 76% as Shipbuilding Leads, Defense Retreats

Hanwha (000880.KS) Q1 2026: Net Profit Surges 76% as Shipbuilding Leads, Defense Retreats

Samyang Foods (003230.KS) Q1 2026: Revenue +35%, Europe Triples

Samyang Foods Q1 2026: revenue KRW 714.4B (+35%), operating profit KRW 177.1B (+32%), Europe sales +215%, overseas +38% YoY. Operating margin held at 24.8%.

DB Insurance (005830.KS) Q1 2026: Net Profit Slumps 44% as Claims Costs Surge

Kiwoom (039490.KS) Q1 2026: Operating Profit Surges 91% to ₩621B