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Korean maker of power transformers for electric grids and data centers, benefiting from the AI/data-center power buildout.
Korean maker of power transformers for electric grids and data centers, benefiting from the AI/data-center power buildout.
Moat: narrow (customer qualification, scale). Qualified transformer supplier amid a global grid/data-center transformer shortage.
Headquarters: Ansan, South Korea · Founded: 1957 · Employees: 333
Size Sanil Electric (062040.KS) is a South Korea Industrials company (Electrical Products) with a market value of $2.62B, the 110th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩116,400 on 6 Nov 2026.
Performance Over six months the shares fell 56.2%, against -21.9% for the median peer and -24.5% for the South Korea market (cap-weighted) — 2nd lowest of 21 in its peer set.
Growth Revenue grew 28.7% over the last twelve months (peer median +13.7%); the operating margin is 35.6% (peer median 10.3%).
Valuation It trades at 17.1× forward earnings against a peer median of 22.3× (5th cheapest of 16).
Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +51%, so the hurdle is -36 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 15.7 points above its cost of capital (11.2% WACC).
Next results Next results expected around 25 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩603B | ₩502B | ₩334B | ₩215B | ₩108B |
| Revenue growth | — | +50% | +56% | +99% | — |
| Gross profit | n/a | ₩233B | ₩143B | ₩77.5B | ₩28.7B |
| EBITDA | n/a | ₩183B | ₩112B | ₩49.1B | ₩14.2B |
| Net income | ₩185B | ₩149B | ₩83.7B | ₩39.0B | ₩4.09B |
| Free cash flow | n/a | ₩100B | -₩74.2B | ₩12.5B | -₩1.22B |
| Capital expenditure | n/a | ₩16.5B | ₩89.8B | ₩23.0B | ₩5.75B |
| Total debt | n/a | ₩1.20B | ₩1.45B | ₩18.3B | ₩44.4B |
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 |
|---|---|---|---|---|---|---|
| Sanil Electric 062040.KS | $2.62B | -56% | +29% | 36% | 17.1× | 15.1% |
| Hd Hyundai Electric 267260.KS | $9.71B | -71% | +21% | 25% | 15.0× | 0.7% |
| Iljin Electric 103590.KS | $1.52B | -65% | +24% | 9% | 11.2× | n/a |
| Ls Electric 010120.KS | $12.8B | -58% | +32% | 10% | 31.6× | 21.9% |
| Hyosung Heavy 298040.KS | $10.8B | -60% | +13% | 13% | 18.9× | 13.5% |
| Siemens Energy ENR.DE | $111B | -33% | +9% | 9% | 26.4× | 17.3% |
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 | 062040.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -49.7% | -9.2% | lowest of 21 |
| 6-month return | -56.2% | -21.9% | 2nd lowest of 21 |
| Distance from 52-week high | -65.9% | -48.4% | 4th lowest of 21 |
| Revenue growth (TTM) | +28.7% | +13.7% | 8th highest of 21 |
| Operating margin | 35.6% | 10.3% | highest of 21 |
| Forward P/E | 17.1× | 22.3× | 5th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | 15.1% | 19.6% | 6th least demanding of 12 |
| Growth delivered (Del g) | +50.8% | +11.5% | highest of 12 |
| Hurdle (Req g minus delivered) | -35.7 pp | +6.7 pp | least demanding of 12 |
| ROIC minus cost of capital | +15.7 pp | -0.1 pp | 2nd highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sanil Electric 062040.KS | South Korea | $2.62B | -56% | +29% | 36% | 17.1× | 15.1% | +50.8% |
| Luster LightTech 688400.SS | China | $2.63B | -37% | +10% | 0% | 28.1× | 56.8% | +10.7% |
| Baoding Tianwei Baobian Electric 600550.SS | China | $2.65B | -36% | +13% | 4% | n/a | 45.5% | +7.1% |
| Huaming Power Equipment 002270.SZ | China | $2.66B | -19% | +7% | 32% | 22.3× | 5.9% | +12.3% |
| GS Yuasa 6674.T | Japan | $2.67B | -33% | +6% | 10% | 9.9× | n/a | n/a |
| Weihai Guangwei Composites 300699.SZ | China | $2.68B | -35% | +12% | 16% | 45.8× | 13.8% | +6.2% |
| Schneider Electric Infrastructure SCHNEIDER.NS | India | $2.69B | -21% | +10% | 10% | 76.0× | 56.2% | +17.4% |
| Daming Electronics 603376.SS | China | $2.71B | -22% | +110% | 9% | n/a | n/a | n/a |
| Zhongshan Broad-Ocean Motor 002249.SZ | China | $2.73B | -21% | +1% | 6% | n/a | 7.7% | +9.5% |
| Qingdao Hanhe Cable 002498.SZ | China | $2.74B | -37% | +21% | 3% | 18.3× | n/a | n/a |
| Fortior Technology (Shenzhen) 1304.HK | Hong Kong | $2.76B | -15% | +54% | 25% | 31.8× | n/a | n/a |
| HBL Engineering HBLENGINE.NS | India | $2.46B | -1% | +63% | 31% | n/a | 22.6% | +29.4% |
| Tianneng Battery 688819.SS | China | $2.79B | -37% | +2% | 0% | 10.9× | -7.9% | +5.4% |
| Shijiazhuang Shangtai Technology 001301.SZ | China | $2.80B | -16% | +34% | 13% | 16.6× | n/a | n/a |
| Shenzhen Senior Technology Material 300568.SZ | China | $2.80B | -23% | +45% | 10% | 27.4× | n/a | n/a |
| Ming Yang Smart Energy 601615.SS | China | $2.80B | -47% | +8% | -4% | 19.4× | n/a | n/a |
| Tongding Interconnection Information 002491.SZ | China | $2.44B | -15% | +50% | 11% | n/a | n/a | n/a |
| Kirloskar Oil Engines KIRLOSENG.NS | India | $2.44B | -8% | +23% | 15% | 36.6× | 25.3% | +18.6% |
| PhiChem 300398.SZ | China | $2.43B | -6% | +15% | 17% | 27.3× | 19.6% | +11.7% |
| Mabuchi Motor 6592.T | Japan | $2.84B | +18% | +12% | 12% | 17.9× | 5.8% | +11.5% |
| Time Interconnect Technology 1729.HK | Hong Kong | $2.84B | -57% | +84% | 7% | 10.8× | n/a | n/a |