Update shared on 04 Nov 2025
Fair value Increased 28%Narrative Update: Samsung SDI Price Target Increased
Analysts have raised their price target for Samsung SDI from ₩233,857 to ₩298,562, citing improved growth prospects and stronger profit margins in their updated outlook.
What's in the News
- Solid Power, Inc. has entered a strategic collaboration with Samsung SDI and BMW to develop and validate a demonstration vehicle powered by all-solid-state battery technology. This advances efforts toward commercialization. (Key Developments)
- Samsung SDI will integrate Solid Power's sulfide-based solid electrolyte into new battery cells, with joint evaluation by BMW and future plans to supply these advanced batteries for demonstration vehicles. (Key Developments)
- A Minnesota Court of Appeals decision affirms Minnesota's jurisdiction over Samsung SDI regarding injuries allegedly caused by its 18650 lithium-ion batteries sold in the electronic cigarette market. This allows a high-profile liability case to proceed. (Key Developments)
- The court's ruling highlights evidence of Samsung SDI's direct sales and continuous business activities in Minnesota, as well as broader litigation over battery safety in the consumer electronics and e-cigarette industries. (Key Developments)
Valuation Changes
- Fair Value Estimate: Increased from ₩233,857 to ₩298,562, reflecting an upward revision in analysts' target expectations.
- Discount Rate: Decreased slightly from 9.98% to 9.60%, suggesting modestly lower perceived risk.
- Revenue Growth: Projected growth has risen from 16.18% to 19.61%, indicating improved sales expectations.
- Net Profit Margin: Increased from 7.88% to 9.97%, pointing to anticipated stronger profitability.
- Future P/E Ratio: Lowered from 17.20x to 16.80x, showing valuation multiples have moderated slightly despite the higher price target.
Disclaimer
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