LG Energy Solution 향후 성장
Future 기준 점검 4/6
LG Energy Solution (는) 각각 연간 67.6% 및 19.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 69.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.2% 로 예상됩니다.
핵심 정보
67.6%
이익 성장률
69.08%
EPS 성장률
| Electrical 이익 성장 | 48.8% |
| 매출 성장률 | 19.2% |
| 향후 자기자본이익률 | 11.23% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 02 Sep 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Sep 03
A373220: Higher Discount Rate Will Outweigh New Lithium Offtake Support
Analysts have reduced their fair value estimate for LG Energy Solution from ₩339,659.96 to ₩329,082.19, reflecting updated assumptions for revenue growth, profit margins, the discount rate and the future P/E. What's in the News for LG Energy Solution Smackover Lithium announced a second commercial offtake agreement for the South West Arkansas Project with LG Energy Solution, covering 8,000 metric tonnes per year of battery quality lithium carbonate over a 10 year period following the start of commercial production.
내러티브 업데이트 • Aug 18
A373220: Grid Storage Collaboration Will Support Future Upside Potential
Analysts have adjusted their price target on LG Energy Solution to reflect a fair value shift from about ₩520,800 to about ₩486,800, citing updated assumptions around revenue growth, profit margins and forward P/E expectations. What’s in the News for LG Energy Solution Heron Power announced a design and engineering collaboration with LG Energy Solution Vertech to integrate Heron’s solid state transformer based Heron Link with LG Energy Solution Vertech’s U.S. manufactured battery energy storage systems.
내러티브 업데이트 • Aug 04
A373220: Grid Storage Collaboration Will Support Future Upside Despite Modest Assumption Shifts
Analysts trimmed their fair value estimate for LG Energy Solution to ₩600,000 from ₩620,000, citing updated assumptions for revenue growth, profit margins, and future P/E expectations. What’s in the News for LG Energy Solution Heron Power announced a design and engineering collaboration with LG Energy Solution Vertech to integrate Heron’s solid-state transformer based Heron Link with LG Energy Solution Vertech’s U.S. manufactured battery energy storage systems.내러티브 업데이트 • Jul 21
A373220: Storage Partnership And Higher Future P/E Will Shape Fairly Valued Shares
Analysts have modestly adjusted their price target for LG Energy Solution to about ₩339,660 from roughly ₩349,845, reflecting revised assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. What’s in the News for LG Energy Solution Heron Power announced a design and engineering collaboration with LG Energy Solution Vertech to integrate Heron’s solid-state transformer based Heron Link with LG Energy Solution Vertech’s U.S.-manufactured battery energy storage systems, according to a client announcement.내러티브 업데이트 • Jul 07
A373220: Solid-State Storage Partnership And Rich P/E Will Shape Fairly Valued Shares
Analysts have lowered their fair value estimate for LG Energy Solution from ₩361,217 to ₩349,845. This reflects updated assumptions regarding discount rates, revenue growth, profit margins, and future P/E levels.내러티브 업데이트 • Jun 18
A373220: Integrated Storage And Battery Software Advances Will Support Long Term Upside
Analysts have lifted their fair value estimate for LG Energy Solution to ₩620,000 from ₩600,000, citing updated assumptions that include revised revenue growth, profit margin and future P/E inputs, along with a slightly adjusted discount rate. What’s in the News for LG Energy Solution Heron Power announced a design and engineering collaboration with LG Energy Solution Vertech to integrate Heron’s solid-state transformer based Heron Link with LG Energy Solution Vertech’s U.S. manufactured battery energy storage systems, creating an integrated DC to AC platform for utility scale storage and high load growth uses such as data centers and manufacturing.내러티브 업데이트 • Jun 04
A373220: Costly Cobalt Commitments And Thin Margins Will Likely Keep Shares Overpriced
Analysts now place LG Energy Solution's fair value at ₩361,217 from ₩327,754, reflecting updated assumptions for higher revenue growth, a lower profit margin, a slightly higher discount rate, and a richer future P/E multiple. What's in the News Heron Power announced a design and engineering collaboration with LG Energy Solution Vertech to combine Heron’s solid-state transformer based Heron Link with LG Energy Solution Vertech’s U.S. manufactured battery energy storage systems into a single DC to AC platform for utility scale storage and high load applications such as data centers and manufacturing.내러티브 업데이트 • May 18
A373220: Software Services And Cobalt Supply Will Support Future Upside Potential
Analysts have raised their fair value estimate for LG Energy Solution from ₩498,166.67 to ₩520,833.33, citing revised assumptions for discount rates, revenue growth, profit margins, and future P/E levels. What's in the News LG Energy Solution joined SDVerse, the automotive industry's first B2B marketplace for automotive software, becoming the first battery company to participate (Key Developments).내러티브 업데이트 • May 03
A373220: Software Partnerships And Cobalt Supply Will Shape Balanced Outlook
Analysts now estimate LG Energy Solution's fair value at about ₩498,167 per share, compared with roughly ₩488,500 previously, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What's in the News LG Energy Solution joined SDVerse, the automotive industry's first B2B marketplace for automotive software, becoming the first battery company on the platform and bringing its battery software tools into a wider software defined vehicle ecosystem (Key Developments).내러티브 업데이트 • Apr 19
A373220: Software Partnerships And Cobalt Supply Will Underpin Future Upside Potential
Analysts have nudged their price target for LG Energy Solution from ₩486,433 to ₩488,500, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News LG Energy Solution joined SDVerse, becoming the first battery company on the automotive software B2B marketplace, which was co founded in 2024 by General Motors, Magna, and Wipro, to bring its battery software directly into the software defined vehicle environment (Key Developments).내러티브 업데이트 • Apr 04
A373220: Software Partnerships And Cobalt Supply Will Support Future Upside Potential
Analysts have revised their fair value estimate for LG Energy Solution to ₩486,433 from ₩478,567, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple. What's in the News LG Energy Solution joined SDVerse, described as the automotive industry's first B2B marketplace for automotive software, becoming the first battery company to participate and bringing its battery software directly into the software defined vehicle environment (Key Developments).내러티브 업데이트 • Mar 21
A373220: Long Term Cobalt Supply Commitments Will Likely Keep Shares Overpriced
Analysts now set a higher price target for LG Energy Solution at ₩327,754, up from ₩303,436, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News LG Energy Solution reaffirmed its partnership with Electra Battery Materials through a new binding term sheet for long term supply of battery grade cobalt from Electra’s Ontario refinery, updating the contract period and reflecting revised production timelines under the contract (Key Developments).내러티브 업데이트 • Mar 07
A373220: Aerospace Battery Breakthrough Will Support Stronger Long Term Prospects
Analysts have trimmed their fair value estimate for LG Energy Solution from ₩640,000 to ₩600,000, citing an updated view that combines a slightly higher discount rate and lower assumed future P/E with marginally stronger revenue growth and profit margin assumptions. What's in the News Company issued earnings guidance for 2026, setting a target for company-wide revenue growth in the mid 10% to 20% range on a year-over-year basis (company guidance).내러티브 업데이트 • Feb 20
A373220: Mid Term Revenue Roadmap Will Support Future Upside Potential
Analysts have nudged their fair value estimate for LG Energy Solution from ₩478,433 to ₩478,567, reflecting updated assumptions around slightly higher revenue growth, a modestly wider profit margin, and a small adjustment to the future P/E multiple and discount rate. What's in the News LG Energy Solution issued earnings guidance for 2026, setting a target for company wide revenue growth in a mid 10% to 20% year on year range.분석 기사 • Feb 08
Should You Investigate LG Energy Solution, Ltd. (KRX:373220) At ₩385,000?
Today we're going to take a look at the well-established LG Energy Solution, Ltd. ( KRX:373220 ). The company's stock...내러티브 업데이트 • Feb 06
A373220: Space Battery Partnership Will Support Future Upside Potential
Analysts have adjusted their fair value estimate for LG Energy Solution to ₩478,433 from ₩509,600, reflecting updated assumptions that incorporate a ₩478,433 fair value, a 10.07% discount rate, 18.33% revenue growth, an 8.22% profit margin and a 45.69x future P/E multiple. What's in the News LG Energy Solution issued earnings guidance for 2026, targeting company wide revenue growth in the mid 10% to 20% range on a year over year basis.내러티브 업데이트 • Jan 23
A373220: Space Battery Collaboration Will Likely Keep Shares Priced Too Rich
Analysts have nudged their price target for LG Energy Solution higher, reflecting a fair value update from ₩297,321.34 to ₩303,435.99 as they factor in slightly different assumptions for discount rate, revenue growth, profit margin, and future P/E. What's in the News LG Energy Solution agreed with South 8 Technologies to co develop space rated lithium ion batteries designed for extreme low temperature operation down to around -60 °C, aiming at use in deep space missions and other harsh environments (Key Developments).분석 기사 • Jan 21
Does LG Energy Solution (KRX:373220) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...내러티브 업데이트 • Jan 09
A373220: Space Battery Partnership Will Likely Not Justify Current Lofty Pricing
Analysts nudged their fair value estimate for LG Energy Solution to ₩297,321 from ₩293,050, citing updated views on revenue growth, profit margins, and a lower future P/E assumption as key drivers of the change. What's in the News LG Energy Solution agreed a partnership with South 8 Technologies to co develop space rated lithium ion batteries designed for extreme low temperature conditions, targeting use in aerospace applications.내러티브 업데이트 • Dec 25
A373220: Aerospace Battery Breakthrough Will Drive Stronger Long Term Prospects
Analysts have raised their fair value estimate for LG Energy Solution from 531,000 KRW to 640,000 KRW, citing stronger expected revenue growth that more than offsets slightly higher discount rates and modestly lower projected profit margins, along with a richer anticipated future P/E multiple. What's in the News LG Energy Solution entered a strategic partnership with South 8 Technologies to co develop space rated lithium ion batteries capable of operating at temperatures as low as minus 60 degrees Celsius, targeting next generation aerospace applications alongside partners including KULR Technology Group and NASA Johnson Space Center (Key Developments).내러티브 업데이트 • Dec 11
A373220: Next-Generation Space Battery Breakthrough Will Drive Future Upside Potential
Analysts have modestly raised their price target for LG Energy Solution, lifting fair value by approximately ₩3,000 to about ₩509,600. They cite slightly higher long term valuation multiples despite marginally softer growth and profitability assumptions.분석 기사 • Dec 09
Investors Will Want LG Energy Solution's (KRX:373220) Growth In ROCE To Persist
If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...내러티브 업데이트 • Nov 26
A373220: Next-Generation Battery Technology Will Drive Revenue Momentum
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.분석 기사 • Nov 18
LG Energy Solution, Ltd.'s (KRX:373220) Intrinsic Value Is Potentially 68% Above Its Share Price
Key Insights The projected fair value for LG Energy Solution is ₩778,609 based on 2 Stage Free Cash Flow to Equity LG...내러티브 업데이트 • Nov 10
A373220: Revenue Outlook And Profit Margins Are Expected To Improve
Analysts have raised their price target for LG Energy Solution from 435,123 KRW to 496,400 KRW. They cited improved revenue growth and profit margin forecasts as key factors in their updated outlook.분석 기사 • Oct 28
Subdued Growth No Barrier To LG Energy Solution, Ltd. (KRX:373220) With Shares Advancing 42%
LG Energy Solution, Ltd. ( KRX:373220 ) shareholders would be excited to see that the share price has had a great...내러티브 업데이트 • Oct 27
North American Battery Localization And Grid Electrification Will Reshape Markets
Analysts have raised their price target for LG Energy Solution from 427,292 KRW to 435,123 KRW, citing anticipated improvements in revenue growth and profit margins. Valuation Changes The Fair Value Estimate has increased from ₩427,292.77 to ₩435,123.33, reflecting a modest rise.분석 기사 • Sep 24
Is LG Energy Solution (KRX:373220) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...내러티브 업데이트 • Sep 05
North American Battery Localization And Grid Electrification Will Reshape Markets
Amid slightly reduced consensus revenue growth forecasts and stable net profit margins, the fair value estimate for LG Energy Solution remains unchanged at ₩427,293. What's in the News LG Energy Solution and Toyota Tsusho formed a joint venture, Green Metals Battery Innovations, LLC, to focus on battery recycling.
새로운 내러티브 • Nov 07
Cutting-Edge Battery Innovations Power Future Revenue Surge Amidst Global Expansion
Expanding into the energy management business and advanced ESS solutions could drive growth through new market entries.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 47,669,541 | 3,119,579 | 6,789,460 | 8,632,213 | 24 |
| 12/31/2027 | 40,083,537 | 1,819,116 | 2,944,983 | 6,734,158 | 28 |
| 12/31/2026 | 31,652,955 | -484,933 | -3,653,237 | 4,129,640 | 27 |
| 6/30/2026 | 25,218,017 | -1,683,059 | -5,447,510 | 2,729,405 | N/A |
| 3/31/2026 | 23,641,950 | -1,603,050 | -6,476,218 | 2,953,961 | N/A |
| 12/31/2025 | 23,671,759 | -1,072,810 | -6,565,629 | 4,432,277 | N/A |
| 9/30/2025 | 23,981,438 | -875,667 | -6,181,177 | 5,861,623 | N/A |
| 6/30/2025 | 25,159,408 | -989,691 | -7,240,386 | 5,156,680 | N/A |
| 3/31/2025 | 25,755,866 | -1,164,017 | -6,598,229 | 5,742,664 | N/A |
| 12/31/2024 | 25,619,585 | -1,018,741 | -7,398,024 | 5,111,700 | N/A |
| 9/30/2024 | 27,169,747 | -362,679 | -7,435,127 | 4,601,400 | N/A |
| 6/30/2024 | 28,515,446 | -168,094 | -7,545,689 | 4,514,765 | N/A |
| 3/31/2024 | 31,127,067 | 736,121 | -7,143,307 | 4,194,368 | N/A |
| 12/31/2023 | 33,745,470 | 1,237,180 | -5,579,684 | 4,444,179 | N/A |
| 9/30/2023 | 34,281,689 | 1,521,485 | -6,273,293 | 2,619,482 | N/A |
| 6/30/2023 | 33,706,304 | 1,379,491 | -6,453,343 | 1,267,587 | N/A |
| 3/31/2023 | 30,003,378 | 1,041,208 | -7,123,697 | -197,706 | N/A |
| 12/31/2022 | 25,598,609 | 767,236 | -6,868,781 | -579,807 | N/A |
| 9/30/2022 | 21,500,426 | 593,048 | -6,200,200 | -656,927 | N/A |
| 6/30/2022 | 17,879,683 | 179,734 | -4,850,159 | -30,985 | N/A |
| 3/31/2022 | 17,940,138 | 685,950 | -3,348,695 | 953,768 | N/A |
| 12/31/2021 | 17,851,906 | 607,343 | -2,537,821 | 978,585 | N/A |
| 12/31/2020 | 17,532,816 | -5,535,036 | 1,571,028 | 4,744,320 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: A373220 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.3%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: A373220 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: A373220 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: A373220 의 수익(연간 19.2%)이 KR 시장(연간 14.3%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: A373220 의 수익(연간 19.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: A373220의 자본 수익률은 3년 후 11.2%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/10 07:35 |
| 종가 | 2026/09/10 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
LG Energy Solution, Ltd.는 38명의 분석가가 다루고 있습니다. 이 중 28명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| NEIL BEVERIDGE | Bernstein |
| Alex S. Liu | BNP Paribas |
| Joon-Ho Lee | BofA Global Research |