Update shared on 08 Nov 2025
Fair value Increased 19%Narrative Update on LG Chem: Analyst Price Target Revision
Analysts have raised their fair value estimate for LG Chem from 354,076.92 KRW to 421,307.69 KRW. This change is attributed to improved revenue growth projections and a stronger profit margin outlook.
What's in the News
- LG Chem and ZEISS have formed a strategic alliance to supply robust, sustainable, and innovative photopolymer films for industrial scale use in holographic windshield displays for automotive applications (Key Developments).
- The partnership includes the supply of materials for ZEISS Holographic Windshield Displays, with serial production for automotive OEMs targeted to begin in 2029 (Key Developments).
- Key figures from both companies, including representatives from ZEISS Microoptics and LG Chem's Electronics Materials Business Unit, attended the signing ceremony in Seoul (Key Developments).
- The collaboration aims to provide steady material availability for the emerging holography industry, supporting applications in mobility, sensor systems, and consumer technologies (Key Developments).
- The supply chain integration by LG Chem and ZEISS is designed to maintain current automotive OEM programs and secure future global production of automotive holographic windshield displays (Key Developments).
Valuation Changes
- The Fair Value Estimate has increased from ₩354,076.92 to ₩421,307.69, reflecting a significant upward revision.
- The Discount Rate has risen slightly from 9.56% to 9.61%.
- The Revenue Growth projection has increased from 10.89% to 14.19%.
- The Net Profit Margin forecast has improved from 4.61% to 4.71%.
- The future P/E ratio has risen from 11.88x to 13.09x.
Disclaimer
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