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Major Korean petrochemical producer of ethylene, polyethylene, polypropylene and PTA, part of Lotte Group.
Major Korean petrochemical producer of ethylene, polyethylene, polypropylene and PTA, part of Lotte Group.
Earns the spread between what it sells petrochemicals for and what it pays for its raw material, mostly naphtha (an oil-based feedstock), so cheaper feedstock or higher product prices lift earnings. Overseas units in Malaysia and the US widen the base.
Moat: none (scale). Commodity petrochemical producer; margins set by the global cycle, little pricing power.
Headquarters: Seoul, South Korea · Founded: 1976 · Employees: 4,349
Size LOTTE CHEMICAL (011170.KS) is a South Korea Materials company (Chemicals: Specialty) with a market value of $1.45B, the 176th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩46,600 on 6 Nov 2026.
Performance Over six months the shares fell 59.1%, against -22.4% for the median peer and -24.5% for the South Korea market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue grew 5.1% over the last twelve months (peer median +9.1%); the operating margin is -1.9% (peer median 8.6%).
Valuation It trades at 0.8× enterprise value to sales against a peer median of 2.1× (4th cheapest of 21).
Capital Return on invested capital runs 6.0 points below its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩20.2T | ₩18.5T | ₩19.9T | ₩19.9T | ₩22.3T |
| Revenue growth | — | -7% | 0% | -10% | — |
| Gross profit | ₩811B | ₩214B | ₩259B | ₩737B | ₩232B |
| EBITDA | ₩880B | ₩226B | ₩316B | ₩813B | ₩185B |
| Net income | -₩1.17T | -₩2.04T | -₩1.71T | -₩50.0B | ₩61.6B |
| Free cash flow | -₩1.84T | -₩1.23T | -₩816B | -₩2.90T | -₩2.60T |
| Capital expenditure | ₩1.02T | ₩1.63T | ₩2.26T | ₩3.65T | ₩2.60T |
| Total debt | ₩10.5T | ₩9.61T | ₩10.7T | ₩10.0T | ₩6.32T |
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 | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| LOTTE CHEMICAL 011170.KS | $1.45B | -59% | +5% | -2% | 0.8× | n/a |
| Lgchem 051910.KS | $12.6B | -42% | 0% | 0% | 1.2× | n/a |
| Hanwha Solutions 009830.KS | $4.30B | -49% | +14% | 0% | 0.4× | n/a |
| Formosa Plastics 1301.TW | $12.1B | +22% | -11% | -2% | 1.7× | 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 | 011170.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -23.2% | -14.5% | 3rd lowest of 21 |
| 6-month return | -59.1% | -22.4% | lowest of 21 |
| Distance from 52-week high | -61.0% | -41.3% | 2nd lowest of 21 |
| Revenue growth (TTM) | +5.1% | +9.1% | 9th lowest of 21 |
| Operating margin | -1.9% | 8.6% | lowest of 21 |
| EV / Sales | 0.8× | 2.1× | 4th cheapest of 21 |
| ROIC minus cost of capital | -6.0 pp | -1.8 pp | 2nd lowest of 21 |
| Net debt / EBITDA | 9.4× | 0.4× | most indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| LOTTE CHEMICAL 011170.KS | South Korea | $1.45B | -59% | +5% | -2% | 0.8× | n/a | n/a |
| Elementis ELM.L | United Kingdom | $1.45B | +34% | -12% | 20% | 2.7× | 16.9% | -4.8% |
| Jilin OLED Material Tech 688378.SS | China | $1.45B | -17% | +74% | 18% | 11.7× | 46.2% | +15.2% |
| Guangdong Orient Zirconic Industry Science & Technology 002167.SZ | China | $1.44B | +5% | +17% | 14% | 6.6× | 32.4% | +10.1% |
| Anhui Guangxin Agrochemical 603599.SS | China | $1.43B | -29% | -13% | 18% | 2.6× | -3.8% | +0.6% |
| Shaily Engineering Plastics SHAILY.NS | India | $1.48B | +14% | +18% | 24% | 13.0× | 35.8% | +22.8% |
| Anhui Wanwei Updated High-Tech Material Industry 600063.SS | China | $1.49B | -32% | +3% | 4% | 1.7× | n/a | n/a |
| Shenzhen Rongda Photosensitive & Technology 300576.SZ | China | $1.40B | -31% | +14% | 10% | 7.7× | n/a | n/a |
| Shandong Dawn Polymer 002838.SZ | China | $1.40B | -35% | +31% | 6% | 1.5× | n/a | n/a |
| Guangdong Guanghua Sci-Tech 002741.SZ | China | $1.40B | -9% | +61% | 4% | 2.3× | n/a | n/a |
| KumhoPetrochem 011780.KS | South Korea | $1.50B | -37% | 0% | 7% | 0.3× | -16.5% | +7.5% |
| Denka 4061.T | Japan | $1.51B | -33% | -3% | 9% | 1.2× | n/a | n/a |
| Befar 601678.SS | China | $1.51B | -14% | +19% | 5% | 1.0× | -6.4% | +18.2% |
| Osaka Soda 4046.T | Japan | $1.52B | -2% | +8% | 19% | 2.0× | 5.1% | +0.5% |
| GCH Technology 688625.SS | China | $1.38B | -32% | +8% | 18% | 9.2× | 27.6% | +16.3% |
| Stepan SCL | United States | $1.52B | +26% | +10% | 4% | 0.7× | 14.9% | +4.5% |
| BASF India BASF.NS | India | $1.35B | -23% | +13% | 4% | 0.7× | n/a | n/a |
| Wankai New Materials 301216.SZ | China | $1.35B | -48% | +5% | 4% | 0.9× | n/a | n/a |
| ADAMA 000553.SZ | China | $1.55B | -33% | -6% | 3% | 0.8× | -7.2% | +0.3% |
| Proto Labs PRLB | United States | $1.57B | -5% | +12% | 8% | 2.5× | 26.8% | +4.2% |
| Genesis Energy, L.P GEL | United States | $1.57B | -21% | -17% | 19% | 3.0× | 2.2% | -2.2% |