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Employees: 943
Size LOTTE Fine Chem (004000.KS) is a South Korea Materials company (Chemicals: Specialty) with a market value of $634M, the 296th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩33,800 on 6 Nov 2026.
Performance Over six months the shares fell 51.3%, against -22.0% for the median peer and -24.5% for the South Korea market (cap-weighted) — 2nd lowest of 20 in its peer set.
Growth Revenue grew 18.3% over the last twelve months (peer median +9.8%); the operating margin is 6.6% (peer median 2.4%).
Valuation It trades at 4.5× forward earnings against a peer median of 18.0× (cheapest of 9).
Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.0 points below its cost of capital (6.1% WACC).
Next results Next results expected around 10 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩2.06T | ₩1.75T | ₩1.67T | ₩1.77T | ₩2.46T |
| Revenue growth | — | +5% | -6% | -28% | — |
| Gross profit | n/a | ₩193B | ₩168B | ₩273B | ₩516B |
| EBITDA | n/a | ₩239B | ₩209B | ₩293B | ₩528B |
| Net income | ₩196B | ₩106B | ₩36.4B | ₩182B | ₩146B |
| Free cash flow | n/a | ₩29.3B | -₩38.1B | ₩124B | ₩493B |
| Capital expenditure | n/a | ₩272B | ₩198B | ₩100.0B | ₩144B |
| Total debt | n/a | ₩67.6B | ₩198B | ₩22.2B | ₩21.8B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 004000.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -20.8% | -11.2% | 3rd lowest of 21 |
| 6-month return | -51.3% | -22.0% | 2nd lowest of 20 |
| Distance from 52-week high | -52.9% | -47.5% | 9th lowest of 21 |
| Revenue growth (TTM) | +18.3% | +9.8% | 9th highest of 21 |
| Operating margin | 6.6% | 2.4% | 9th highest of 21 |
| Forward P/E | 4.5× | 18.0× | cheapest of 9 |
| Growth the price implies (Req g, 7 yrs) | -8.2% | 2.2% | 2nd least demanding of 9 |
| Growth delivered (Del g) | +6.8% | +7.4% | 5th highest of 9 |
| Hurdle (Req g minus delivered) | -15.0 pp | -5.3 pp | 2nd least demanding of 9 |
| ROIC minus cost of capital | -2.0 pp | -3.2 pp | 9th highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| LOTTE Fine Chem 004000.KS | South Korea | $634M | -51% | +18% | 7% | 4.5× | -8.2% | +6.8% |
| Yueyang Xingchang Petro-Chemical 000819.SZ | China | $636M | -29% | +44% | 1% | n/a | n/a | n/a |
| Miracll Chemicals 300848.SZ | China | $632M | -45% | +23% | 1% | 12.2× | n/a | n/a |
| Xilong Scientific 002584.SZ | China | $632M | -11% | +23% | 1% | n/a | n/a | n/a |
| Hangzhou Gaoxin Materials Technology 300478.SZ | China | $631M | +11% | -21% | -9% | n/a | 30.8% | -0.9% |
| Chori 8014.T | Japan | $629M | -6% | +3% | 4% | n/a | -13.4% | +6.7% |
| Allied Supreme 4770.TW | Taiwan | $629M | +12% | -15% | 19% | 14.2× | 3.4% | +12.4% |
| Hubei Hongyuan Pharmaceutical Technology 301246.SZ | China | $639M | -47% | +45% | 12% | n/a | n/a | n/a |
| Hongbaoli 002165.SZ | China | $645M | -32% | +10% | -19% | n/a | n/a | n/a |
| Longyan Zhuoyue New Energy 688196.SS | China | $622M | -38% | +2% | 1% | 35.0× | n/a | n/a |
| Foosung 093370.KS | South Korea | $648M | -38% | +27% | 8% | 21.9× | n/a | n/a |
| Argus (Shanghai) Textile Chemicals 603790.SS | China | $618M | -11% | +21% | 14% | n/a | 11.7% | +0.7% |
| Beijing Shougang LanzaTech Technology 2553.HK | Hong Kong | $653M | n/a | 0% | -45% | n/a | n/a | n/a |
| Anshan Hifichem 300758.SZ | China | $615M | -22% | +11% | 9% | 45.2× | 15.5% | +8.2% |
| Jiangsu Baichuan High-Tech New Materials 002455.SZ | China | $656M | -42% | +9% | 1% | n/a | n/a | n/a |
| Waga Energy WAGA.PA | France | $659M | -3% | +7% | -20% | n/a | n/a | n/a |
| Formosan Union Chemical 1709.TW | Taiwan | $607M | +128% | -3% | 14% | n/a | -1.6% | +1.2% |
| Zanyu Technology 002637.SZ | China | $605M | -34% | -3% | 3% | 9.3× | -0.9% | +11.0% |
| Balaji Amines BALAMINES.NS | India | $604M | +15% | +21% | 19% | 36.2× | n/a | n/a |
| Lightwave Logic LWLG | United States | $673M | -73% | +165% | -9,688% | n/a | n/a | n/a |
| Ishihara Sangyo Kaisha 4028.T | Japan | $596M | -22% | +1% | 11% | 9.5× | 1.1% | +8.8% |