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A051910: Alliance For Future Windshield Displays Will Support Long-Term Upside

Decarbonization And US Supply Chains Will Generate Future Momentum

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A051910
AnalystConsensusTarget
Not Invested
Published 08 Nov 2024

Update shared on 09 Dec 2025

Fair value Decreased 1.16%
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1Y
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7D
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Analysts have modestly lowered their price target on LG Chem to approximately 432,300 KRW from about 437,400 KRW. This reflects slightly softer long term revenue growth assumptions and a marginally lower future earnings multiple, partly offset by a small improvement in projected profit margins and risk profile.

What's in the News

  • LG Chem formed a strategic alliance with ZEISS to supply photopolymer films at industrial scale for ZEISS Holographic Windshield Displays used in automotive applications, marking a major step into next generation display materials.
  • Under the agreement, LG Chem will provide photopolymer films into the ZEISS Microoptics Enabling Ecosystem to support integration directly into automotive windshields, enabling transparent displays for driving data, navigation, and entertainment.
  • The partnership targets the first serial production launch for automotive OEMs in 2029 and aims to secure stable global supply for holographic windshield displays despite potential market volatility.
  • Both companies plan coordinated supply chain integration and inventory management to keep current automotive OEM programs running and to safeguard future large scale production of holographic windshield and sensor solutions.

Valuation Changes

  • Consensus Analyst Price Target was lowered slightly to about ₩432,300 from roughly ₩437,400, reflecting marginally more conservative long term assumptions.
  • The Discount Rate was reduced modestly from approximately 9.77 percent to about 9.58 percent, indicating a slightly improved perceived risk profile.
  • Revenue Growth was trimmed marginally from around 15.56 percent to roughly 15.55 percent, signaling almost unchanged long term growth expectations.
  • Net Profit Margin was nudged up slightly from about 6.19 percent to around 6.20 percent, pointing to a small improvement in projected profitability.
  • Future P/E decreased slightly from roughly 9.99x to about 9.83x, implying a modestly lower valuation multiple applied to forward earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.