Update shared on 26 Nov 2025
Fair value Increased 2.05%Analysts have raised their price target for LG Energy Solution from ₩496,400 to ₩506,600, citing improved revenue growth projections. These projections are considered to outweigh slight adjustments to margins and valuation metrics.
What's in the News
- LG Energy Solution entered a strategic partnership with South 8 Technologies to co-develop lithium-ion batteries optimized for extreme low temperatures. This move advances its role in next-generation aerospace battery technology (Key Developments).
- The initiative is part of a broader aerospace project involving KULR Technology Group and NASA to create cold-temperature battery solutions for deep space missions. KULR received $6.7 million from the Texas Space Commission (Key Developments).
- KISS Prime, Cube Solution, S Solution, SYA First, Korea Investment & Securities, NH Investment & Securities, and New Star El Chem acquired a 2.46% stake in LG Energy Solution from LG Chem for KRW 2.0 trillion. The transaction was completed on November 3, 2025 (Key Developments).
- South 8 Technologies' liquefied gas electrolyte, which enables battery operation down to -60 °C and enhances safety, was recognized as one of TIME magazine's 'Best Inventions of 2024' (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ₩496,400 to ₩506,600.
- Discount Rate has decreased modestly from 9.92% to 9.82%.
- Revenue Growth projection increased from 19.46% to 20.51%.
- Net Profit Margin forecast edged down from 10.73% to 10.47%.
- Future P/E ratio is up from 34.52x to 35.73x.
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