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Hanilcmt300720.KSCompetitor analysis, valuation and peers

South Korea · KRW·Materials›Construction Materials
Momentum leader 90
Mkt cap
$905M
US dollars, full cap
Free float
29%
of shares outstanding
$/day
$1.17M
20-day average traded
Fwd P/E
11.9×
forward earnings
ROIC−WACC
-0.4 pp
WACC 5.0%
Hurdle
-11 pp
Req g minus delivered
Next earnings
12 days
18 Nov 2026
Close · KRW₩16,710
1D-2.5%
1W+4.6%
1M+3.3%
3M+19.3%
6M-4.2%
YTD-7.0%
1Y-4.6%
ATR %3.1%
52w lowhigh15.1% off high

What Hanilcmt does

Employees: 980

Hanilcmt at a glance

Size Hanilcmt (300720.KS) is a South Korea Materials company (Construction Materials) with a market value of $905M, the 248th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩16,710 on 6 Nov 2026.

Performance Over six months the shares fell 4.2%, against -10.6% for the median peer and -24.5% for the South Korea market (cap-weighted) — 9th highest of 21 in its peer set.

Growth Revenue fell 10.1% over the last twelve months (peer median +4.8%); the operating margin is 10.6% (peer median 7.1%).

Valuation It trades at 11.9× forward earnings against a peer median of 17.5× (2nd cheapest of 14).

Price implies For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -11 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 0.4 points below its cost of capital (5.0% WACC).

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

Relative performance

809010011 May 202611 Aug 20266 Nov 2026300720.KS 97Peer median 88
Six months, rebased to 100: Hanilcmt against the median of its 20 peers (local-currency closes).

Hanilcmt financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩1.38T₩1.42T₩1.74T₩1.80T₩1.49T
Revenue growth—-18%-3%+21%—
Gross profit₩319B₩315B₩471B₩450B₩303B
EBITDA₩232B₩215B₩347B₩308B₩180B
Net income₩102B₩74.2B₩184B₩170B₩78.8B
Free cash flow₩75.3B₩18.0B₩71.6B₩39.7B-₩112B
Capital expenditure₩117B₩143B₩173B₩212B₩111B
Total debt₩811B₩797B₩742B₩682B₩521B

Quarterly statements and history in the cockpit →

Hanilcmt 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

-50%-25%0%+25%+50%-20%0%002302131378215232NWPX600425600449000608001212P520030126008815273LOMACPAC605006WGNCALTRMIX300720.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Hanilcmt is the large dot.

Fundamentals: revenue growth against valuation

-40%-20%0%+20%20×40×60×78215232NWPX600425600449P520030122504LOMACPAC605006300720.KSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Hanilcmt is the large dot.

Capital: growth delivered against growth the price implies

-20%-10%0%+10%+20%-20%0%20%002302131378215232NWPX600425600449P5200301260088125045273LOMACPACWGNCALT300720.KSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Hanilcmt is the large dot.

Hanilcmt competitors and peer comparison

How Hanilcmt 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.

Hanilcmt against its 20 peers (data as of 6 Nov 2026)
Measure300720.KSPeer medianRank in peer set
1-month return+3.3%-4.5%5th highest of 21
6-month return-4.2%-10.6%9th highest of 21
Distance from 52-week high-15.1%-30.2%7th highest of 21
Revenue growth (TTM)-10.1%+4.8%7th lowest of 20
Operating margin10.6%7.1%7th highest of 21
Forward P/E11.9×17.5×2nd cheapest of 14
Growth the price implies (Req g, 7 yrs)-3.2%-1.3%9th least demanding of 17
Growth delivered (Del g)+7.9%+4.4%7th highest of 17
Hurdle (Req g minus delivered)-11.1 pp-3.5 pp5th least demanding of 17
ROIC minus cost of capital-0.4 pp-2.5 pp8th highest of 21
EV / EBITDA7.4×8.1×5th cheapest of 13
Net debt / EBITDA2.1×1.2×2nd most indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Hanilcmt 300720.KSSouth Korea$905M-4%-10%11%11.9×-3.2%+7.9%
China West Construction 002302.SZChina$884M-16%-24%-7%n/a12.5%-5.0%
China Resources Building Materials Technology 1313.HKHong Kong$873M-31%-12%-3%n/a-8.1%-10.6%
Maeda Kosen 7821.TJapan$944M+21%+11%17%14.8×-4.7%+10.6%
Sumitomo Osaka Cement 5232.TJapan$969M+49%+5%7%13.7×4.6%-1.3%
NWPX Infrastructure NWPXUnited States$841M-22%+16%12%17.5×6.2%+12.9%
Xinjiang Qingsong Building Materials & Chemicals (Group) 600425.SSChina$833M-16%-8%9%17.3×2.0%+5.1%
Ningxia Building Materials 600449.SSChina$818M-12%-36%0%19.0×-3.6%+0.3%
Yang Guang 000608.SZChina$814M+60%+68%4%n/an/an/a
Sinostone (Guangdong) 001212.SZChina$814M-52%-21%-18%n/an/an/a
Pan-United P52.SISingapore$784M-9%+26%7%15.4×-5.3%+17.3%
Guangdong Dongpeng 003012.SZChina$779M-24%-15%0%29.8×-3.8%-3.3%
Jilin Yatai (Group) 600881.SSChina$776M+3%-15%-21%n/a5.0%-20.1%
Goldsun Building Materials 2504.TWTaiwan$1.06B-14%-3%22%8.4×-7.1%+3.6%
Mitani Sekisan 5273.TJapan$1.12B+33%+9%18%n/a-8.4%+7.7%
Loma Negra Compania Industrial Argentina SA Sponsored ADR LOMAUnited States$1.12B-21%-5%9%16.6×13.6%+2.9%
Cementos Pacasmayo SAA Sponsored ADR CPACUnited States$1.16B+20%+21%25%22.2×-9.8%+9.9%
Shandong Fiberglass 605006.SSChina$1.25B+10%+31%5%64.0×n/an/a
Wagners WGN.AXAustralia$650M-4%+17%12%20.7×10.2%+9.5%
Caltagirone CALT.MIItaly$1.26B+1%+10%10%n/a0.9%+10.5%
Suncrete RMIXUnited States$646M-47%n/a1%61.2×n/an/a

Questions

Which companies are Hanilcmt's closest peers?
The cockpit's peer set: China West Construction (002302.SZ), China Resources Building Materials Technology (1313.HK), Maeda Kosen (7821.T), Sumitomo Osaka Cement (5232.T), NWPX Infrastructure (NWPX), Xinjiang Qingsong Building Materials & Chemicals (Group) (600425.SS), Ningxia Building Materials (600449.SS), Yang Guang (000608.SZ).
Is Hanilcmt expensive compared with its peers?
On forward p/e it trades at 11.9× against a peer median of 17.5×, 2nd cheapest of 14 in its peer set. For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -11 pp: the price already allows for a slowdown.
How has Hanilcmt stock performed?
Over six months to 6 Nov 2026 the shares returned -4.2% against -10.6% for the median peer; over one year -4.6%.

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.