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Korean maker of EV and energy-storage batteries plus small-format batteries and electronic materials for semiconductors and displays.
Korean maker of EV and energy-storage batteries plus small-format batteries and electronic materials for semiconductors and displays.
Sells battery cells under multi-year supply contracts tied to specific car models, so revenue follows customers' production plans, with premium European makers a mainstay. It builds US capacity through joint ventures with Stellantis and General Motors in Indiana rather than alone. Samsung Electronics is its largest shareholder.
In one line: Korea's Panasonic Energy, with a materials-business tail..
Moat: narrow (scale, customer qualification, process know-how). Long-standing qualified supplier to premium automakers like BMW, plus materials tied to Samsung group demand.
Headquarters: Yongin, South Korea · Founded: 1970 · Employees: 12,826
Size Samsung Sdi (006400.KS) is a South Korea Industrials company (Electrical Products) with a market value of $26.8B, the 14th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩468,000 on 6 Nov 2026.
Performance Over six months the shares fell 32.7%, against -21.3% for the median peer and -24.5% for the South Korea market (cap-weighted) — 6th lowest of 21 in its peer set.
Growth Revenue grew 20.7% over the last twelve months (peer median +16.4%); the operating margin is -0.2% (peer median 12.5%).
Valuation It trades at 45.9× forward earnings against a peer median of 20.2× (4th most expensive of 21).
Capital Return on invested capital runs 9.0 points below its cost of capital (8.9% WACC).
Next results Next results expected around 28 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩15.9T | ₩13.3T | ₩16.6T | ₩21.4T | ₩20.1T |
| Revenue growth | — | -20% | -23% | +7% | — |
| Gross profit | n/a | ₩1.37T | ₩3.02T | ₩3.71T | ₩4.15T |
| EBITDA | n/a | ₩378B | ₩2.21T | ₩3.25T | ₩3.27T |
| Net income | ₩332B | -₩649B | ₩599B | ₩2.01T | ₩1.95T |
| Free cash flow | n/a | -₩2.27T | -₩6.41T | -₩1.94T | -₩168B |
| Capital expenditure | n/a | ₩3.13T | ₩6.36T | ₩4.06T | ₩2.81T |
| Total debt | n/a | ₩11.1T | ₩11.7T | ₩5.80T | ₩5.22T |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Samsung Sdi 006400.KS | $26.8B | -33% | +21% | 0% | 45.9× | n/a |
| LG Energy Solution 373220.KS | $58.2B | -27% | +25% | 1% | n/a | n/a |
| Contemporary Amperex Technology 300750.SZ | $179B | -42% | +51% | 14% | 13.0× | 1.6% |
| Panasonic 6752.T | $44.5B | -6% | +4% | 8% | 13.5× | 9.8% |
| SK Innovation 096770.KS | $13.4B | -25% | +26% | 9% | 4.5× | n/a |
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 | 006400.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -16.7% | -7.1% | 6th lowest of 21 |
| 6-month return | -32.7% | -21.3% | 6th lowest of 21 |
| Distance from 52-week high | -35.3% | -33.8% | 11th highest of 21 |
| Revenue growth (TTM) | +20.7% | +16.4% | 10th highest of 21 |
| Operating margin | -0.2% | 12.5% | lowest of 21 |
| Forward P/E | 45.9× | 20.2× | 4th most expensive of 21 |
| ROIC minus cost of capital | -9.0 pp | +3.6 pp | lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Samsung Sdi 006400.KS | South Korea | $26.8B | -33% | +21% | 0% | 45.9× | n/a | n/a |
| Shengyi Technology 600183.SS | China | $25.7B | -8% | +56% | 22% | 20.3× | 20.5% | +14.1% |
| Sungrow Power Supply 300274.SZ | China | $25.3B | -40% | -24% | 12% | 14.9× | 12.1% | +35.8% |
| NARI Technology 600406.SS | China | $28.6B | -8% | +12% | 13% | 21.7× | 2.5% | +11.4% |
| Vestas Wind Systems A/S VWS.CO | Denmark | $31.0B | +8% | +10% | 7% | 21.3× | 0.5% | +4.9% |
| Hubbell HUBB | United States | $22.7B | -13% | +16% | 21% | 19.1× | 10.5% | +9.7% |
| Fujikura 5803.T | Japan | $33.0B | -50% | +28% | 19% | 14.3× | 28.9% | +12.9% |
| Prysmian PRY.MI | Italy | $33.9B | -35% | +17% | 8% | 20.2× | 13.1% | +14.4% |
| Yangtze Optical Fibre & Cable Joint Stock 601869.SS | China | $19.8B | -32% | +68% | 34% | 23.8× | 15.7% | +11.6% |
| Rockwell Automation ROK | United States | $41.7B | -17% | +11% | 14% | 25.0× | 27.2% | +5.7% |
| EVE Energy 300014.SZ | China | $17.0B | -28% | +51% | 6% | 15.5× | n/a | n/a |
| Zangge Mining 000408.SZ | China | $15.5B | -26% | +35% | 51% | 12.5× | 22.0% | +13.4% |
| Bharat Heavy Electricals BHEL.NS | India | $15.4B | +3% | +29% | 9% | 41.2× | 44.1% | +14.6% |
| Ningbo Deye Technology 605117.SS | China | $15.3B | -26% | +71% | 27% | 17.3× | 7.9% | +32.1% |
| ABB India ABB.NS | India | $15.2B | -6% | +8% | 13% | 85.7× | 47.3% | +17.8% |
| Hengtong Optic-Electric 600487.SS | China | $14.9B | -38% | +21% | 9% | 11.8× | n/a | n/a |
| TBEA 600089.SS | China | $14.2B | -29% | +12% | 6% | 15.2× | n/a | n/a |
| Ametek AME | United States | $52.4B | -1% | +14% | 27% | 24.8× | 18.5% | +10.3% |
| Siemens SIEMENS.NS | India | $13.4B | -8% | -12% | 9% | 72.7× | n/a | n/a |
| Dongfang Electric 1072.HK | Hong Kong | $13.1B | -56% | +7% | 5% | 10.4× | n/a | n/a |
| CG Power & Industrial Solutions CGPOWER.NS | India | $12.9B | -10% | +24% | 12% | 72.3× | n/a | n/a |