Employees: 300
Size Lake Materials (281740.KS) is a South Korea Information Technology company (Semiconductors) with a market value of $468M, the 347th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩9,660 on 6 Nov 2026.
Performance Over six months the shares fell 58.0%, against -20.2% for the median peer and -24.5% for the South Korea market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue grew 5.7% over the last twelve months (peer median +14.4%); the operating margin is 11.1% (peer median 2.2%).
Valuation It trades at 13.9× forward earnings against a peer median of 17.4× (6th cheapest of 11).
Capital Return on invested capital runs 3.9 points below its cost of capital (7.6% WACC).
Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩148B | ₩141B | ₩139B | ₩118B | ₩132B |
| Revenue growth | — | +2% | +18% | -10% | — |
| Gross profit | ₩32.2B | ₩28.5B | ₩35.8B | ₩41.6B | ₩44.4B |
| EBITDA | ₩30.3B | ₩26.4B | ₩33.5B | ₩39.3B | ₩42.9B |
| Net income | ₩13.7B | ₩7.69B | ₩20.9B | ₩24.1B | ₩27.0B |
| Free cash flow | -₩1.83B | ₩1.90B | -₩43.3B | -₩46.7B | -₩26.7B |
| Capital expenditure | ₩16.6B | ₩13.7B | ₩44.4B | ₩61.6B | ₩43.8B |
| Total debt | ₩231B | ₩201B | ₩195B | ₩173B | ₩107B |
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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 | 281740.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -23.8% | -25.9% | 10th highest of 21 |
| 6-month return | -58.0% | -20.2% | 3rd lowest of 21 |
| Distance from 52-week high | -66.3% | -48.2% | 4th lowest of 21 |
| Revenue growth (TTM) | +5.7% | +14.4% | 7th lowest of 21 |
| Operating margin | 11.1% | 2.2% | 6th highest of 21 |
| Forward P/E | 13.9× | 17.4× | 6th cheapest of 11 |
| ROIC minus cost of capital | -3.9 pp | -4.6 pp | 11th highest of 21 |
| EV / EBITDA | 26.7× | 9.7× | 3rd most expensive of 9 |
| Net debt / EBITDA | 5.7× | -1.2× | 2nd most indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Lake Materials 281740.KS | South Korea | $468M | -58% | +6% | 11% | 13.9× | n/a | n/a |
| Maxic Technology 688458.SS | China | $468M | -14% | +7% | -14% | n/a | n/a | n/a |
| Contrel Technology 8064.TWO | Taiwan | $469M | -33% | +28% | 15% | n/a | 18.2% | -5.5% |
| SAMT 031330.KS | South Korea | $464M | -9% | +104% | 8% | n/a | n/a | n/a |
| China Chippacking Technology 688216.SS | China | $463M | -14% | +56% | 2% | n/a | 20.2% | +7.0% |
| PCL Technologies 4977.TW | Taiwan | $454M | -23% | -26% | 2% | 60.0× | n/a | n/a |
| IntelliEPI Inc. (Cayman) 4971.TWO | Taiwan | $452M | -60% | +31% | 19% | 41.6× | n/a | n/a |
| Jiawei Renewable Energy 300317.SZ | China | $484M | -24% | +16% | -21% | n/a | n/a | n/a |
| Japan Electronic Materials 6855.T | Japan | $451M | -31% | +38% | 26% | 9.7× | 10.9% | +9.7% |
| S & S Tech 101490.KS | South Korea | $451M | -71% | +20% | 20% | 11.5× | n/a | n/a |
| Guangzhou Anyka Microelectronics 688620.SS | China | $449M | -11% | +70% | 1% | 66.7× | n/a | n/a |
| Anpec Electronics 6138.TWO | Taiwan | $449M | -20% | +18% | 19% | 10.5× | -1.6% | +6.8% |
| Taiwan-Asia Semiconductor 2340.TW | Taiwan | $448M | -19% | 0% | -26% | 35.7× | n/a | n/a |
| Raydium Semiconductor 3592.TW | Taiwan | $488M | -10% | +6% | 5% | 9.5× | 0.8% | +9.2% |
| Triductor Technology (Suzhou) 688259.SS | China | $446M | -30% | -32% | -16% | 23.3× | 55.4% | +11.6% |
| ShenZhen Longtu Photomask Co., Ltd.Class A 688721.SS | China | $492M | -31% | +13% | 5% | n/a | n/a | n/a |
| Truelight 3234.TWO | Taiwan | $443M | +8% | +10% | -24% | n/a | n/a | n/a |
| Cheng Mei Instrument Technology 7853.TWO | Taiwan | $442M | -20% | +2% | -46% | n/a | n/a | n/a |
| Phoenix Pioneer Technology 6920.TWO | Taiwan | $442M | -44% | +32% | -10% | n/a | n/a | n/a |
| Clenergy Technology 603628.SS | China | $441M | -13% | -21% | 4% | n/a | 13.0% | +18.4% |
| ITH 6962.TW | Taiwan | $436M | -17% | -3% | 2% | 5.3× | 1.4% | -4.9% |