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← CockpitCompetitor Analysis › 010170.KS Taihan Fiberoptics Co., LtdOpen in the cockpit ↗

Taihan Fiberoptics Co., Ltd010170.KSCompetitor analysis, valuation and peers

South Korea · KRW·Industrials›Electrical Products

Part of Taihan Group, makes optical fiber and fiber-optic cables for telecom networks, sister to Taihan Cable & Solution.

Momentum neutral 52
Mkt cap
$1.21B
US dollars, full cap
Free float
85%
of shares outstanding
$/day
$61.2M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-17.5 pp
WACC 11.5%
Hurdle
n/a
no reverse DCF
Next earnings
12 days
18 Nov 2026
Close · KRW₩10,590
1D-9.2%
1W-23.3%
1M-41.0%
3M+4.0%
6M-30.1%
YTD+389.7%
1Y+504.7%
ATR %12.1%
52w lowhigh66.4% off high

What Taihan Fiberoptics does

Part of Taihan Group, makes optical fiber and fiber-optic cables for telecom networks, sister to Taihan Cable & Solution.

Sells fibre and cable in bulk to telecom operators and network builders, so volumes follow their build programmes. Fibre is a traded commodity priced against Chinese and other producers, and turning it into cable adds a step on top.

Products and services

  • Optical fiber
  • Fiber-optic cables
  • Copper telecom cables

Customers

  • Telecom carriers (KT, SK Telecom, LG Uplus)
  • Data center/network builders

Where it sits in the supply chain

  • Telecom infrastructure
  • Optical fiber & cable manufacturing
  • Telecom carrier supply chain

What could go right

  • Data-center/AI network buildout
  • 5G/fiber broadband rollout

What could go wrong

  • Telecom capex cyclicality
  • Copper/glass raw-material costs

Moat: narrow (scale, customer qualification). Established domestic fiber-optic maker with long-standing telecom-carrier relationships.

Headquarters: Anyang, South Korea · Founded: 1971 · Employees: 250

Named competitors

Taihan Fiberoptics at a glance

Size Taihan Fiberoptics (010170.KS) is a South Korea Industrials company (Electrical Products) with a market value of $1.21B, the 207th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩10,590 on 6 Nov 2026.

Performance Over six months the shares fell 30.1%, against -34.1% for the median peer and -24.5% for the South Korea market (cap-weighted) — 7th highest of 20 in its peer set.

Growth Revenue grew 6.1% over the last twelve months (peer median +13.2%); the operating margin is -9.6% (peer median 3.1%).

Valuation It trades at 11.1× enterprise value to sales against a peer median of 2.5× (3rd most expensive of 21).

Capital Return on invested capital runs 17.5 points below its cost of capital (11.5% WACC).

Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).

Relative performance

5010015011 May 202611 Aug 20266 Nov 2026Peer median 63010170.KS 60
Six months, rebased to 100: Taihan Fiberoptics against the median of its 20 peers (local-currency closes).

Taihan Fiberoptics financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩156B₩139B₩153B₩180B₩190B
Revenue growth—-9%-15%-5%—
Gross profit₩12.1B₩2.84B₩2.06B₩4.86B₩30.0B
EBITDA-₩8.64B-₩17.6B-₩25.6B-₩19.6B₩6.77B
Net income-₩23.1B-₩28.0B-₩56.0B-₩29.5B-₩3.08B
Free cash flow-₩20.8B-₩13.1B-₩28.5B-₩1.98B-₩41.4B
Capital expenditure₩2.54B₩869M₩4.55B₩8.09B₩9.58B
Total debt₩104B₩106B₩119B₩109B₩101B

Quarterly statements and history in the cockpit →

Taihan Fiberoptics competitor charts

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.

Performance: 6-month against 1-month return

-60%-40%-20%-40%-20%0%603248020150000049058610485A002580ATLANTAELE33633677301155002654000922603612300777VLXAMPX300863688032601311010170.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Taihan Fiberoptics is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%+100%+150%0×10×603248020150000049058610485A002580ATLANTAELE33633677301155603612300777AMPX688032601311010170.KSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Taihan Fiberoptics is the large dot.

Taihan Fiberoptics competitors and peer comparison

Head to head with its named competitors (010170.KS vs GLW vs PRY.MI vs 5801.T)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Taihan Fiberoptics 010170.KS$1.21B-30%+6%-10%11.1×n/a
Corning GLW$91.4B-43%+19%17%5.6×24.7%
Prysmian PRY.MI$33.9B-35%+17%8%1.5×13.1%
Furukawa Electric 5801.T$8.75B-54%+13%6%1.2×n/a

How Taihan Fiberoptics compares with its peers

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.

Taihan Fiberoptics against its 20 peers (data as of 6 Nov 2026)
Measure010170.KSPeer medianRank in peer set
1-month return-41.0%-16.1%3rd lowest of 21
6-month return-30.1%-34.1%7th highest of 20
Distance from 52-week high-66.4%-55.4%2nd lowest of 21
Revenue growth (TTM)+6.1%+13.2%9th lowest of 21
Operating margin-9.6%3.1%7th lowest of 21
EV / Sales11.1×2.5×3rd most expensive of 21
ROIC minus cost of capital-17.5 pp-3.6 pp4th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Taihan Fiberoptics 010170.KSSouth Korea$1.21B-30%+6%-10%11.1×n/an/a
Jiangsu Xihua New Energy Technology 603248.SSChina$1.21B-31%+32%33%6.8×n/an/a
Lotte Energy Materials 020150.KSSouth Korea$1.21B-53%-12%-13%2.5×n/an/a
Shenzhen Desay Battery Technology 000049.SZChina$1.20B-28%+9%2%0.5×n/an/a
SPG 058610.KSSouth Korea$1.20B-42%-7%5%4.9×40.9%-0.8%
PowerX 485A.TJapan$1.20B-55%+213%-1%9.0×n/an/a
Shandong Sacred Sun Power Sources 002580.SZChina$1.23B-34%+22%4%2.1×21.6%+14.2%
Atlanta Electricals ATLANTAELE.NSIndia$1.19B-10%+59%16%5.4×20.6%+28.4%
FOCI Fiber Optic Communications 3363.TWOTaiwan$1.24B-59%-2%-16%21.6×n/an/a
Jiangsu Zenergy Battery Technologies 3677.HKHong Kong$1.19B-56%+58%6%1.0×n/an/a
PFISTERER PFS0.DEGermany$1.18Bn/a+17%14%2.1×15.5%n/a
Jiangsu Haili Wind Power Equipment Technology 301155.SZChina$1.18B-31%-69%-17%7.9×n/an/a
Shenzhen Mason Technologies 002654.SZChina$1.18B-34%-6%1%1.8×n/an/a
Harbin Electric Corp. Jiamusi Electric Machine 000922.SZChina$1.18B-22%+3%7%1.5×11.1%+15.8%
Sunstone Development 603612.SSChina$1.25B-32%+28%8%0.9×n/an/a
Sinofibers Technology 300777.SZChina$1.26B-48%-61%-25%18.3×55.1%+16.7%
Volex VLX.LUnited Kingdom$1.27B-20%+9%9%1.1×13.2%+22.3%
Amprius Technologies AMPXUnited States$1.27B-48%+144%-17%11.0×n/an/a
Ningbo KBE Electrical Technology 300863.SZChina$1.27B-20%+21%4%2.4×n/an/a
Hoymiles Power Electronics 688032.SSChina$1.29B-38%+47%-16%2.7×n/an/a
Camel 601311.SSChina$1.29B-26%-4%2%0.6×-0.5%+11.2%

Questions

Who are Taihan Fiberoptics's main competitors?
Named competitors: Corning (GLW), Prysmian (PRY.MI), Furukawa Electric (5801.T). The cockpit's measured peer set (industry) also includes Jiangsu Xihua New Energy Technology (603248.SS), Lotte Energy Materials (020150.KS), Shenzhen Desay Battery Technology (000049.SZ), SPG (058610.KS), PowerX (485A.T), Shandong Sacred Sun Power Sources (002580.SZ).
Is Taihan Fiberoptics expensive compared with its peers?
On ev / sales it trades at 11.1× against a peer median of 2.5×, 3rd most expensive of 21 in its peer set.
How has Taihan Fiberoptics stock performed?
Over six months to 6 Nov 2026 the shares returned -30.1% against -34.1% for the median peer; over one year +504.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.