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Korean chemicals-to-fashion conglomerate making industrial materials, films, aramid fiber and apparel, flagship of Kolon Group.
Korean chemicals-to-fashion conglomerate making industrial materials, films, aramid fiber and apparel, flagship of Kolon Group.
Earns most from industrial materials sold to global tire, auto and electronics makers, products qualified for each customer and priced by volume and grade, with the fashion arm a separate retail business. The company sits under holding company Kolon Corporation of the Kolon Group.
In one line: A smaller, more diversified DuPont-meets-VF Corp.
Moat: narrow (scale, brand). Vertically diversified chaebol unit with entrenched supply relationships in tire cord and aramid fiber.
Headquarters: Gwacheon, South Korea · Employees: 4,260
Size Kolon Ind (120110.KS) is a South Korea Materials company (Textiles) with a market value of $858M, the 257th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩37,000 on 6 Nov 2026.
Performance Over six months the shares fell 60.7%, against +15.7% for the median peer and -24.5% for the South Korea market (cap-weighted) — lowest of 15 in its peer set.
Growth Revenue grew 1.8% over the last twelve months (peer median +2.5%); the operating margin is 3.9% (peer median 7.7%).
Valuation It trades at 4.9× forward earnings against a peer median of 20.1× (cheapest of 11).
Price implies For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +0 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 3.0 points below its cost of capital (5.2% WACC).
Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩4.98T | ₩4.87T | ₩4.84T | ₩4.73T | ₩5.37T |
| Revenue growth | — | +1% | +2% | -12% | — |
| Gross profit | ₩1.33T | ₩1.23T | ₩1.30T | ₩1.31T | ₩1.45T |
| EBITDA | ₩452B | ₩367B | ₩412B | ₩447B | ₩476B |
| Net income | ₩105B | ₩6.94B | ₩79.4B | ₩39.0B | ₩180B |
| Free cash flow | ₩197B | ₩147B | -₩7.55B | ₩39.1B | -₩283B |
| Capital expenditure | ₩217B | ₩184B | ₩259B | ₩320B | ₩294B |
| Total debt | ₩3.11T | ₩3.09T | ₩2.99T | ₩2.41T | ₩2.34T |
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 |
|---|---|---|---|---|---|---|
| Kolon Ind 120110.KS | $858M | -61% | +2% | 4% | 4.9× | 4.2% |
| KumhoPetrochem 011780.KS | $1.50B | -37% | 0% | 7% | 4.3× | -16.5% |
| Toray Industries 3402.T | $11.1B | +6% | +6% | 6% | 16.6× | 5.5% |
| Teijin 3401.T | $2.07B | +7% | -14% | -7% | 6.9× | -11.5% |
| DuPont DD | $19.4B | -1% | -43% | 14% | 18.3× | 14.7% |
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 | 120110.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -33.9% | -2.3% | lowest of 16 |
| 6-month return | -60.7% | +15.7% | lowest of 15 |
| Distance from 52-week high | -64.7% | -19.2% | lowest of 16 |
| Revenue growth (TTM) | +1.8% | +2.5% | 8th highest of 15 |
| Operating margin | 3.9% | 7.7% | 3rd lowest of 15 |
| Forward P/E | 4.9× | 20.1× | cheapest of 11 |
| Growth the price implies (Req g, 7 yrs) | 4.2% | 20.8% | 2nd least demanding of 10 |
| Growth delivered (Del g) | +4.2% | +10.5% | 2nd lowest of 10 |
| Hurdle (Req g minus delivered) | +0.1 pp | +8.2 pp | 3rd least demanding of 10 |
| ROIC minus cost of capital | -3.0 pp | -2.7 pp | 8th highest of 15 |
| EV / EBITDA | 8.7× | 12.9× | 4th cheapest of 13 |
| Net debt / EBITDA | 6.0× | 1.4× | 2nd most indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Kolon Ind 120110.KS | South Korea | $858M | -61% | +2% | 4% | 4.9× | 4.2% | +4.2% |
| Raymond RAYMOND.NS | India | $761M | +111% | -6% | 6% | 79.4× | n/a | n/a |
| Indo Count Industries ICIL.NS | India | $1.03B | +68% | +19% | 8% | 29.7× | 31.4% | +10.5% |
| Kusumgar KUSUMGAR.NS | India | $612M | n/a | n/a | n/a | 34.7× | n/a | n/a |
| Aditya Birla Real Estate ABREL.NS | India | $1.26B | -33% | -26% | -19% | n/a | 39.6% | -30.9% |
| Trident TRIDENT.NS | India | $1.29B | -11% | -4% | 11% | 17.1× | 18.5% | +7.9% |
| Arvind ARVIND.NS | India | $1.43B | +10% | +19% | 8% | 26.6× | 21.1% | +12.8% |
| Sanathan Textiles SANATHAN.NS | India | $500M | +21% | +77% | 5% | 23.2× | n/a | n/a |
| Vardhman Textiles VTL.NS | India | $1.56B | -15% | +3% | 9% | 12.0× | n/a | n/a |
| Alok Industries ALOKINDS.NS | India | $442M | -41% | +6% | -4% | n/a | n/a | n/a |
| Filatex India FILATEX.NS | India | $427M | +100% | 0% | 6% | n/a | 20.8% | +13.3% |
| GHCL GHCL.NS | India | $406M | -21% | +2% | 20% | 7.7× | -2.5% | +4.2% |
| Jindal Worldwide JINDWORLD.NS | India | $399M | +39% | -2% | 5% | n/a | 21.9% | +6.0% |
| Nitin Spinners NITINSPIN.NS | India | $390M | +33% | 0% | 11% | 12.8× | 6.8% | +14.7% |
| Mayur Uniquoters MAYURUNIQ.NS | India | $344M | +23% | +16% | 22% | 14.7× | 14.8% | +13.6% |
| Sangam (India) SANGAMIND.NS | India | $310M | +10% | +12% | 9% | n/a | n/a | n/a |