Want to see KR:006400 full AI Analyst Report?
Samsung SDI Co., Ltd (006400) Price & Analysis
006400 Stock Chart & Stats
- Day’s Range
- $527,000.00 - $555,000.00
- 52-Week Range
- $259,000.00 - $723,000.00
- Previous Close
- $538,000.00
- Volume
- N/A
- Average Volume (3M)
- 477.95K
- Market Cap
- KRW 42.26T
- Enterprise Value
- KRW 51.54T
- Total Cash (Recent Filing)
- KRW 1.61T
- Total Debt (Recent Filing)
- KRW 12.28T
- Price to Earnings (P/E)
- 156.6
- Beta
- 0.84
- Next Earnings
- Jan 28, 2027
- EPS Estimate
- 2,347.55
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 0.25%
Bulls Say, Bears Say
Bulls Say
Battery And ESS Demand Growth
Revenue momentum and substantial ESS order coverage support a more durable growth outlook than reliance on a single vehicle program. Expanding grid, commercial, and industrial storage demand could improve utilization and diversify Samsung SDI’s battery revenue base over the next several quarters.
Customer And Market Diversification
Relationships with leading European automakers and major U.S. ESS customers strengthen commercial credibility and broaden the company’s addressable market. This customer diversification can support recurring contracted volumes, reduce dependence on one application, and improve the platform for future product launches.
Technology And Product Pipeline
Progress in LFP, high-power batteries, and all-solid-state technology gives Samsung SDI multiple routes to compete across cost-sensitive and premium applications. Product development in humanoid and aerospace batteries also expands optionality beyond conventional EV demand over the medium term.
Bears Say
Persistent Negative Free Cash Flow
Sustained negative free cash flow means heavy investment and working-capital needs continue to exceed internally generated cash. Samsung SDI may therefore need to rely on balance-sheet capacity while expanding, limiting financial flexibility if battery demand or profitability takes longer to recover.
Profitability Remains Below Prior Peaks
The recent operating improvement has not yet established normalized earnings power. Continued operating losses and margin volatility leave results exposed to product mix, utilization, and project ramp execution, making the recovery less durable until core battery profitability improves without exceptional support.
EV Headwinds And Execution Risk
Near-term EV volume pressure can delay recovery in the automotive battery business even as ESS grows. At the same time, LFP production, supply-chain localization, and future capacity additions must be executed on schedule; delays could prevent Samsung SDI from converting demand into profitable shipments.
Samsung SDI Co., Ltd News
006400 FAQ
What was Samsung SDI Co., Ltd’s price range in the past 12 months?
What is Samsung SDI Co., Ltd’s market cap?
When is Samsung SDI Co., Ltd’s upcoming earnings report date?
How were Samsung SDI Co., Ltd’s earnings last quarter?
Is Samsung SDI Co., Ltd overvalued?
Does Samsung SDI Co., Ltd pay dividends?
What is Samsung SDI Co., Ltd’s EPS estimate?
How many shares outstanding does Samsung SDI Co., Ltd have?
What happened to Samsung SDI Co., Ltd’s price movement after its last earnings report?
Which hedge fund is a major shareholder of Samsung SDI Co., Ltd?
What is the TipRanks Smart Score and how is it calculated?
Company Description
Samsung SDI Co., Ltd
Samsung SDI Co., Ltd. manufactures and sells batteries in South Korea, Europe, China, North America, Southeast Asia, and internationally. The company operates through Energy Solutions and Electronic Materials segments. It offers small-sized lithium ion batteries used in laptops, tablets, mobile phones, wearable devices, power banks, power tools, garden tools, vacuum cleaners, e-bikes, e-scooters, and ignition products; automotive batteries; and energy storage systems for use in residential, utility, commercial, UPS, and base transceiver station applications. In addition, the company provides electronic materials, including semiconductor products, such as spin-on hardmasks, spin-on dielectrics, and epoxy molding compounds; LCD products, such as polarizing films and color photo resist products; and OLED products comprising evaporation materials and thin film encapsulation products. Further, it manufactures and sells rechargeable battery raw materials; and invests in new technology venture business. Samsung SDI Co., Ltd. was incorporated in 1970 and is headquartered in Yongin-Si, South Korea.
- Sector
- General
- Industry
- Electrical Equipment & Parts
- CEO
- Joo Sun Choi
- Employees
- 12,826
- Website
- www.samsungsdi.com
- Address
- 150-20, Gongse-ro, Giheung-gu, Yongin-si, GY, 17084, KR
Samsung SDI Co., Ltd (006400) Earnings & Revenues
006400 Earnings Call
Earnings Call SentimentPositive
The call presents multiple strong operational and commercial positives: revenue growth (Q2 +5% Q-o-Q, +19% Y-o-Y), return to profitability, significant order wins (U.S. ESS contracts, Mercedes-Benz, top 3 German premium OEMs), successful supply-chain localization for non-PFE LFP, and product/technology progress (U.S. LFP line ramping, all‑solid‑state target H2 2027). Key challenges include reliance on tariff refunds for part of Q2 operating income, near-term EV battery volume risks given U.S. policy shifts, potential capacity constraints from 2028 as demand outpaces current capacity, and execution risk around ramp schedules. On balance the company communicated stronger momentum and tangible commercial wins that outweigh the risks, though several improvements depend on execution and longer-term capacity expansion.
View all KR:006400 earnings summaries006400 Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 16 | 5 | 1 |
| Technical Analysis | 4 | 5 | 1 |
| Moving Averages | 12 | 0 | 0 |