Update shared on05 Sep 2025
Amid slightly reduced consensus revenue growth forecasts and stable net profit margins, the fair value estimate for LG Energy Solution remains unchanged at ₩427,293.
What's in the News
- LG Energy Solution and Toyota Tsusho formed a joint venture, Green Metals Battery Innovations, LLC, to focus on battery recycling.
- A pre-processing plant will be built in Winston-Salem, North Carolina, to extract black mass from battery production scrap.
- The facility aims to process up to 13,500 tons of scrap annually, with operations set to begin in 2026.
- The joint venture aims to create a battery-to-battery closed-loop system, enabling the reuse of recycled raw materials for new battery production.
- This collaboration supports a circular economy initiative and strengthens LG Energy Solution's regional recycling infrastructure.
Valuation Changes
Summary of Valuation Changes for LG Energy Solution
- The Consensus Analyst Price Target remained effectively unchanged, at ₩427293.
- The Consensus Revenue Growth forecasts for LG Energy Solution has fallen slightly from 17.8% per annum to 17.4% per annum.
- The Net Profit Margin for LG Energy Solution remained effectively unchanged, moving only marginally from 8.58% to 8.69%.
Disclaimer
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