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← CockpitCompetitor Analysis › 457190.KS IsuspecialtychemicalOpen in the cockpit ↗

Isuspecialtychemical457190.KSCompetitor analysis, valuation and peers

South Korea · KRW·Materials›Chemicals: Major Diversified

Part of ISU Group; makes specialty/industrial chemicals, but specific products and customers not confidently known.

Momentum neutral 55
Mkt cap
$1.36B
US dollars, full cap
Free float
66%
of shares outstanding
$/day
$22.5M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-6.6 pp
WACC 9.0%
Hurdle
n/a
no reverse DCF
Close · KRW₩62,200
1D-10.8%
1W-14.9%
1M-21.7%
3M+7.4%
6M-48.8%
YTD+5.1%
1Y+4.5%
ATR %9.3%
52w lowhigh52.8% off high

What Isuspecialtychemical does

Part of ISU Group; makes specialty/industrial chemicals, but specific products and customers not confidently known.

Where it sits in the supply chain

  • Materials
  • Specialty chemicals

Moat: none

Headquarters: South Korea · Employees: 277

Isuspecialtychemical at a glance

Size Isuspecialtychemical (457190.KS) is a South Korea Materials company (Chemicals: Major Diversified) with a market value of $1.36B, the 186th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩62,200 on 6 Nov 2026.

Performance Over six months the shares fell 48.8%, against -20.5% for the median peer and -24.5% for the South Korea market (cap-weighted) — lowest of 19 in its peer set.

Growth Revenue grew 14.2% over the last twelve months (peer median +5.7%); the operating margin is 2.5% (peer median 9.9%).

Valuation It trades at 4.8× enterprise value to sales against a peer median of 2.2× (5th most expensive of 21).

Capital Return on invested capital runs 6.6 points below its cost of capital (9.0% WACC).

Relative performance

40608010011 May 202611 Aug 20266 Nov 2026Peer median 77457190.KS 50
Six months, rebased to 100: Isuspecialtychemical against the median of its 20 peers (local-currency closes).

Isuspecialtychemical financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023
Revenue₩429B₩411B₩332B₩118B
Revenue growth—+24%+183%—
Gross profit₩46.9B₩35.6B₩44.6B₩7.15B
EBITDA₩24.0B₩13.2B₩23.4B-₩1.66B
Net income₩6.61B₩770M₩10.5B-₩6.21B
Free cash flow-₩73.0B-₩44.5B-₩18.3B₩5.70B
Capital expenditure₩77.9B₩49.2B₩29.9B₩6.27B
Total debt₩229B₩182B₩130B₩95.8B

Quarterly statements and history in the cockpit →

Isuspecialtychemical 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

-40%-20%0%-40%-20%0%301090603200002585300596PRIVISCL000420014680LXS47633009106003286032814041FINEORGHUN4272BRG457190.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Isuspecialtychemical is the large dot.

Fundamentals: revenue growth against valuation

-20%-10%0%+10%+20%0×10×301090603200002585300596PRIVISCL000420014680LXS47633009106003284041ACT0FINEORGHUN00264376664272457190.KSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Isuspecialtychemical is the large dot.

Isuspecialtychemical competitors and peer comparison

How Isuspecialtychemical 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.

Isuspecialtychemical against its 20 peers (data as of 6 Nov 2026)
Measure457190.KSPeer medianRank in peer set
1-month return-21.7%-7.2%4th lowest of 21
6-month return-48.8%-20.5%lowest of 19
Distance from 52-week high-52.8%-37.9%3rd lowest of 21
Revenue growth (TTM)+14.2%+5.7%4th highest of 21
Operating margin2.5%9.9%8th lowest of 21
EV / Sales4.8×2.2×5th most expensive of 21
ROIC minus cost of capital-6.6 pp-0.6 pp4th lowest of 21
EV / EBITDA84.9×9.3×most expensive of 10
Net debt / EBITDA8.1×1.0×most indebted of 10

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Isuspecialtychemical 457190.KSSouth Korea$1.36B-49%+14%3%4.8×n/an/a
China Resources Chemical Innovative Materials 301090.SZChina$1.35B-33%+4%1%0.5×21.4%+1.1%
Shanghai Emperor of Cleaning Hi-Tech 603200.SSChina$1.37B-16%+4%-8%18.4×n/an/a
Jiangsu Shuangxing Color Plastic New Materials 002585.SZChina$1.38B+5%-4%-4%2.2×22.5%+0.2%
Rianlon 300596.SZChina$1.39B-7%+11%11%1.8×n/an/a
Privi Speciality Chemicals PRIVISCL.NSIndia$1.40B-4%+18%20%5.1×30.1%+15.0%
Jilin Chemical Fibre Stock 000420.SZChina$1.42B-25%+11%5%2.9×n/an/a
Hanchem 014680.KSSouth Korea$1.30B-40%+15%17%2.1×4.7%+7.4%
Lanxess LXS.DEGermany$1.27B-30%-10%-1%0.6×17.9%-1.5%
Jinan Acetate Chemical 4763.TWTaiwan$1.26B-3%-36%46%2.5×-17.4%+41.2%
Xinxiang Richful Lube Additive 300910.SZChina$1.26B-38%+12%16%2.2×0.6%+32.5%
CNSIG Inner Mongolia Chemical Industry 600328.SSChina$1.21B-32%-20%-7%1.8×n/an/a
Hubei Jianghan New Materials 603281.SSChina$1.20B-30%+8%17%2.5×4.8%+6.3%
Nippon Soda 4041.TJapan$1.19B-5%-1%10%1.4×3.5%+1.8%
Alzchem ACT0.DEGermany$1.56Bn/a+5%16%2.3×-1.1%+8.2%
Fine Organic Industries FINEORG.NSIndia$1.64B+9%+13%20%5.5×26.7%+15.7%
Huntsman HUNUnited States$1.66B-37%+6%0%0.7×n/an/a
Valiant 002643.SZChina$1.66B-28%+3%10%3.2×17.4%+4.9%
Metis TechBio 7666.HKHong Kong$1.66Bn/a+6,987%-367%86.8×n/an/a
Nippon Kayaku 4272.TJapan$1.66B+3%+14%10%1.1×-4.8%+6.9%
Borregaard BRG.OLNorway$1.68B+7%+3%17%2.2×-1.0%+7.7%

Questions

Which companies are Isuspecialtychemical's closest peers?
The cockpit's peer set: China Resources Chemical Innovative Materials (301090.SZ), Shanghai Emperor of Cleaning Hi-Tech (603200.SS), Jiangsu Shuangxing Color Plastic New Materials (002585.SZ), Rianlon (300596.SZ), Privi Speciality Chemicals (PRIVISCL.NS), Jilin Chemical Fibre Stock (000420.SZ), Hanchem (014680.KS), Lanxess (LXS.DE).
Is Isuspecialtychemical expensive compared with its peers?
On ev / sales it trades at 4.8× against a peer median of 2.2×, 5th most expensive of 21 in its peer set.
How has Isuspecialtychemical stock performed?
Over six months to 6 Nov 2026 the shares returned -48.8% against -20.5% for the median peer; over one year +4.5%.

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.