Samsung SDI Co., Ltd.

KOSE:A006400 Rapport sur les actions

Capitalisation boursière : ₩48.0t

Samsung SDI Croissance future

Future contrôle des critères 4/6

Samsung SDI devrait augmenter ses bénéfices et son chiffre d'affaires de 47% et de 16.6% par an respectivement. Le BPA devrait croître de de 49.1% par an. Le rendement des capitaux propres devrait être 8.6% dans 3 ans.

Informations clés

47.0%

Taux de croissance des bénéfices

49.06%

Taux de croissance du BPA

Electronic croissance des bénéfices39.8%
Taux de croissance des recettes16.6%
Rendement futur des capitaux propres8.61%
Couverture par les analystes

Good

Dernière mise à jour14 May 2026

Mises à jour récentes de la croissance future

Recent updates

Article d’analyse • May 20

What Is Samsung SDI Co., Ltd.'s (KRX:006400) Share Price Doing?

Samsung SDI Co., Ltd. ( KRX:006400 ) saw a significant share price rise of 62% in the past couple of months on the...
Mise à jour du récit • May 16

A006400: New Mercedes Supply Deal Will Shape Future Returns

Analysts have increased their fair value estimate for Samsung SDI from roughly ₩652,968 to about ₩732,565, citing updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What's in the News Samsung SDI signed a multi-year agreement with Mercedes-Benz to supply batteries for next-generation electric vehicles, marking Samsung SDI’s first EV battery supply deal with the automaker (Key Developments).
Mise à jour du récit • May 02

A006400: EV Battery Deal And Higher Margins Will Shape Future Returns

Analysts now estimate fair value for Samsung SDI at about ₩652,967.74 per share, compared with a prior estimate of ₩444,156.90 per share. This reflects updated assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples.
Mise à jour du récit • Apr 16

A006400: Revised Margins And Higher Future P/E Will Shape Return Potential

Analysts now place Samsung SDI's fair value at ₩444,156.90, up from ₩357,347.63, reflecting updated views on its discount rate, revenue growth, profit margin, and future P/E profile. Valuation Changes Fair Value: The updated estimate moved from ₩357,347.63 to ₩444,156.90, indicating a higher assessed valuation level.
Mise à jour du récit • Apr 02

A006400: Lower Discount Rate And Richer Future P/E Will Support Upside

Analysts now place Samsung SDI's fair value at ₩650,000, up from ₩600,000, citing updated assumptions for revenue growth, profit margins, future P/E levels, and a slightly adjusted discount rate. Valuation Changes Fair Value: Updated from ₩600,000 to ₩650,000, reflecting a modest uplift in the estimated intrinsic value per share.
Mise à jour du récit • Mar 19

A006400: Lower Margins And Rich P E Multiple Will Pressure Returns

Analysts now set a higher fair value estimate for Samsung SDI at ₩157,245 from ₩147,376, reflecting updated assumptions around a lower discount rate, a different revenue growth profile, a reduced profit margin outlook and a higher future P/E multiple. Valuation Changes Fair Value: The fair value estimate has been updated from ₩147,375.61 to ₩157,245.43.
Mise à jour du récit • Mar 05

A006400: Lower Discount Rate And Richer Future P/E Will Support Upside

Analysts have lifted their fair value estimate for Samsung SDI from about ₩345,480 to roughly ₩600,000, citing updated assumptions related to a lower discount rate, a revised revenue growth outlook, higher profit margin expectations, and a richer future P/E multiple. Valuation Changes Fair Value: raised from about ₩345,480 to roughly ₩600,000 per share, reflecting a higher assessed valuation range for Samsung SDI.
Mise à jour du récit • Feb 19

A006400: Higher Margins And Lower Future P/E Will Shape Return Potential

Analysts have lifted their fair value estimate for Samsung SDI by ₩8,000 to ₩357,347. This reflects updated assumptions that pair slightly different revenue growth and discount rate inputs with a higher projected profit margin and a lower future P/E multiple.
Mise à jour du récit • Feb 05

A006400: Higher P/E Assumptions Will Constrain Long Term Return Potential

Analysts have raised their fair value estimate for Samsung SDI from ₩323,995 to ₩349,348, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E expectations. Valuation Changes Fair Value Estimate was raised from ₩323,995 to ₩349,348, reflecting the updated model inputs.
Mise à jour du récit • Jan 21

A006400: Solid Electrolyte Alliance Will Shape Balanced Long Term Outlook

Analysts have marginally raised their fair value estimate for Samsung SDI from ₩322,161.80 to ₩323,995.13, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Solid Power, Samsung SDI and BMW entered a collaboration to develop and validate a demonstration vehicle powered by all solid state battery technology, targeting automotive use cases.
Mise à jour du récit • Jan 07

A006400: Legal Battery Risks Will Outweigh Solid State Collaboration Hopes

Analysts have raised their price target on Samsung SDI from ₩135,000 to about ₩147,376, citing updated assumptions for higher revenue growth, stronger profit margins, a lower discount rate, and a revised future P/E multiple. What's in the News Solid Power, Samsung SDI and BMW entered a collaboration to develop and validate a demonstration vehicle using all solid state battery technology.
Article d’analyse • Dec 31

Is Samsung SDI Co., Ltd. (KRX:006400) Trading At A 31% Discount?

Key Insights Samsung SDI's estimated fair value is ₩389,024 based on 2 Stage Free Cash Flow to Equity Samsung SDI is...
Mise à jour du récit • Dec 19

A006400: Solid Electrolyte Partnership Will Drive Long Term Upside

Analysts have nudged their price target on Samsung SDI slightly higher to ₩322,161.80. They cite modestly improved long term profit margin assumptions and a marginally higher discount rate that still supports a favorable valuation backdrop.
Article d’analyse • Dec 10

Would Samsung SDI (KRX:006400) Be Better Off With Less Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Mise à jour du récit • Dec 05

A006400: Solid Electrolyte Collaboration And Legal Exposure Will Shape Future Performance

Analysts have raised their price target for Samsung SDI by approximately KRW 14,000 to about KRW 322,000. They cite slightly faster expected revenue growth and a higher future earnings multiple, partly offset by a modestly lower profit margin and higher discount rate.
Mise à jour du récit • Nov 21

A006400: Collaboration Progress and Legal Risks Will Shape Next Performance

Analysts have recently raised their price target for Samsung SDI by approximately ₩10,000 to ₩308,161.8. They cite improved revenue growth expectations, despite a slight decrease in profit margin outlook. What's in the News Solid Power, Samsung SDI, and BMW are working together to develop and validate all-solid-state battery technology for automotive applications.
Mise à jour du récit • Nov 04

A006400: Lowered Discount Rate Likely Will Not Offset Battery Litigation Risks

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.
Mise à jour du récit • Oct 21

Analysts Trim Samsung SDI Price Target Amid Battery Lawsuit and Slightly Lower Growth Forecasts

Analysts have slightly reduced their price target for Samsung SDI from ₩236,595 to ₩233,857. This change reflects modest adjustments in forecasted growth rates and profit expectations.
Article d’analyse • Oct 17

Revenues Tell The Story For Samsung SDI Co., Ltd. (KRX:006400) As Its Stock Soars 25%

Despite an already strong run, Samsung SDI Co., Ltd. ( KRX:006400 ) shares have been powering on, with a gain of 25% in...
Mise à jour du récit • Sep 05

Local Battery Expansion Will Open Broader Market Opportunities

With both the discount rate and future P/E ratio showing only marginal changes, analysts have left Samsung SDI’s fair value estimate essentially unchanged at ₩236,595. Valuation Changes Summary of Valuation Changes for Samsung SDI The Consensus Analyst Price Target remained effectively unchanged, at ₩236595.
Article d’analyse • Sep 04

We Think Samsung SDI (KRX:006400) Has A Fair Chunk Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Article d’analyse • Aug 08

Even With A 28% Surge, Cautious Investors Are Not Rewarding Samsung SDI Co., Ltd.'s (KRX:006400) Performance Completely

KOSE:A006400 1 Year Share Price vs Fair Value Explore Samsung SDI's Fair Values from the Community and select yours...
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Nouveau récit • Nov 09

Accelerating Growth Through Innovation And Calculated Partnerships In Battery Technology

Joint ventures and ESS expansion in the U.S. market are driving long-term growth, impacting future revenue and profit margins positively.

Prévisions de croissance des bénéfices et des revenus

KOSE:A006400 - Estimations futures des analystes et données financières antérieures (KRW Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202823,278,9691,948,9551,327,777N/A23
12/31/202719,547,9261,486,788847,281N/A30
12/31/202615,705,767285,115-544,708N/A29
3/31/202613,666,000-456,000N/AN/AN/A
12/31/202513,266,731-926,772-2,330,565792,386N/A
9/30/202513,162,503-850,563-3,888,640835,931N/A
6/30/202514,046,349-402,857-4,233,9321,188,566N/A
3/31/202514,952,88642,716-6,049,809392,400N/A
12/31/202416,592,249544,239-6,494,277-137,613N/A
9/30/202418,111,2711,262,945-5,783,110-87,644N/A
6/30/202419,778,6371,625,586-5,365,91231,679N/A
3/31/202420,898,1241,749,619-2,992,9051,253,352N/A
12/31/202321,436,7881,921,820-1,957,1842,103,522N/A
9/30/202322,129,2162,040,282-927,0682,341,396N/A
6/30/202321,894,1442,054,496-247,0502,738,861N/A
3/31/202321,429,4872,034,844-338,5972,371,810N/A
12/31/202220,124,0701,952,149-171,2642,641,096N/A
9/30/202217,974,1081,716,374-26,1232,557,892N/A
6/30/202216,045,9401,508,724-115,2702,628,660N/A
3/31/202214,639,4361,392,181-59,4862,668,144N/A
12/31/202113,553,2201,169,801-79,2372,176,027N/A
9/30/202112,988,6591,122,165129,4072,268,113N/A
6/30/202112,636,107949,925275,4022,097,931N/A
3/31/202111,860,451718,518279,0511,867,753N/A
12/31/202011,294,770574,723221,8011,948,820N/A
9/30/202010,864,304206,280-129,0921,493,491N/A
6/30/202010,345,001191,606-542,0921,172,980N/A
3/31/202010,190,892296,782-561,9381,245,197N/A
12/31/201910,097,426356,549N/A923,072N/A
9/30/20199,755,153661,390N/A844,572N/A
6/30/20199,710,012667,916N/A943,297N/A
3/31/20199,553,462626,029N/A475,209N/A
12/31/20189,158,272701,166N/A260,610N/A
9/30/20188,531,832684,432N/A162,260N/A
6/30/20187,730,084615,285N/A-425,568N/A
3/31/20186,950,675701,705N/A-487,306N/A
12/31/20176,346,607657,236N/A-250,114N/A
9/30/20175,797,286427,179N/A-348,419N/A
6/30/20175,366,227247,324N/A-476,594N/A
3/31/20175,214,92212,534N/A-1,135,294N/A
12/31/20165,200,823-870,209N/A-1,309,519N/A
9/30/20165,155,878-1,112,512N/A-849,566N/A
6/30/20165,186,647-626,781N/A14,268N/A
3/31/20165,046,025-938,891N/A544,783N/A
12/31/20154,954,861-103,968N/A881,067N/A
9/30/20155,607,038111,170N/A612,387N/A
6/30/20156,178,120-290,458N/A324,562N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: A006400 devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3.1% ).

Bénéfices vs marché: A006400 devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.

Croissance élevée des bénéfices: A006400 devrait devenir rentable dans les 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de A006400 ( 16.6% par an) devrait croître plus rapidement que le marché KR ( 15.5% par an).

Croissance élevée des revenus: Le chiffre d'affaires de A006400 ( 16.6% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de A006400 devrait être faible dans 3 ans ( 8.6 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 06:56
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Samsung SDI Co., Ltd. est couverte par 46 analystes. 30 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
James FontanelliArete Research Services LLP
Brett SimpsonArete Research Services LLP
Sun Woo KimBarclays