New Risk • May 12
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₩148.1b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 51% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (₩148.1b market cap, or US$99.8m). New Risk • Mar 19
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 30% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change). 공시 • Feb 12
ALUX Co., Ltd., Annual General Meeting, Mar 26, 2026 ALUX Co., Ltd., Annual General Meeting, Mar 26, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 84, madeul-ro 13-gil, dobong-gu, seoul South Korea New Risk • Oct 23
New major risk - Revenue and earnings growth Earnings have declined by 9.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company. 공시 • Sep 18
ALUX Co., Ltd. announced that it has received KRW 30 billion in funding On September 16, 2025, ALUX Co., Ltd. closed the transaction. The company issued series 1 unregistered unsecured private convertible bonds for gross proceeds of KRW 30,000,000,000. 공시 • Sep 08
ALUX Co., Ltd. announced that it expects to receive KRW 29.99999642 billion in funding ALUX Co., Ltd has announced a transaction of KRW 30,000,000,000 of Unregistered Unsecured Private Convertible Bonds on September 8, 2025. Investment and R&D expenses such as parts development and manufacturing. The expected closing date is September 16, 2025. New Risk • Aug 19
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₩138.0b (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company. New Risk • May 30
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₩136.9b (US$99.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to ₩11,760, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the Software industry in South Korea. Simply Wall St's valuation model estimates the intrinsic value at ₩21,473 per share. 공시 • Apr 02
ALUX Co., Ltd. (KOSDAQ:A475580) announces an Equity Buyback for KRW 2,500 million worth of its shares. ALUX Co., Ltd. (KOSDAQ:A475580) announces a share repurchase program. Under the program, the company will repurchase up to KRW 2,500 million worth of its shares, pursuant to a contract with Korea Investment & Securities. The purpose of the program is stock price stabilization and shareholder value Improvement. The program will expire on October 1, 2025. As of March 31, 2025, the company had 0 shares in treasury within scope available for dividend and under other acquisitions. Valuation Update With 7 Day Price Move • Mar 31
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₩10,010, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 12x in the Software industry in South Korea. New Risk • Mar 28
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₩145.3b (US$98.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (9.8% average weekly change). Market cap is less than US$100m (₩145.3b market cap, or US$98.9m). Reported Earnings • Mar 21
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: EPS: ₩236 (down from ₩509 in FY 2023). Revenue: ₩55.0b (flat on FY 2023). Net income: ₩2.82b (down 29% from FY 2023). Profit margin: 5.1% (down from 7.2% in FY 2023). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 52%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in South Korea. 공시 • Feb 11
ALUX Co., Ltd., Annual General Meeting, Mar 26, 2025 ALUX Co., Ltd., Annual General Meeting, Mar 26, 2025, at 10:00 Tokyo Standard Time. Location: auditorium, 84, madeul-ro 13-gil, dobong-gu, seoul South Korea Valuation Update With 7 Day Price Move • Feb 07
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₩13,450, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 16x in the Software industry in South Korea. Valuation Update With 7 Day Price Move • Jan 03
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩13,460, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 13x in the Machinery industry in South Korea. Valuation Update With 7 Day Price Move • Dec 03
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to ₩11,460, the stock trades at a trailing P/E ratio of 36.7x. Average trailing P/E is 12x in the Machinery industry in South Korea. Valuation Update With 7 Day Price Move • Nov 18
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to ₩6,850, the stock trades at a trailing P/E ratio of 21.9x. Average trailing P/E is 12x in the Machinery industry in South Korea. Board Change • Nov 04
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.