View Financial HealthLG CNS 배당 및 자사주 매입배당 기준 점검 3/6LG CNS 수익으로 충분히 충당되는 현재 수익률 2.66% 보유한 배당금 지급 회사입니다.핵심 정보2.7%배당 수익률-7.7%자사주 매입 수익률총 주주 수익률-5.1%미래 배당 수익률3.0%배당 성장률15.9%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향41%최근 배당 및 자사주 매입 업데이트공시 • Feb 22LG CNS Co., Ltd. announces Annual dividendLG CNS Co., Ltd. announced Annual dividend of KRW 1672.0000 per share, ex-date on December 27, 2024 and record date on December 31, 2024.모든 업데이트 보기Recent updates공시 • 13hLG CNS Introduces Factova and AI Solutions for Smart Factory TransformationLG CNS participated in the IoT Tech Expo 2026 in San Jose on May 18–19 and was the sole Korea-based exhibitor at the event. LG CNS used the event to present the core offerings of its integrated smart factory brand, Factova, to a global audience. Factova leverages AI, big data, and IoT technologies across the entire manufacturing process to optimize production operations and drive intelligent factory transformation. The solution draws on over two decades of technological expertise and operational know-how gained from manufacturing projects in Korea and around the world. LG CNS is expanding the availability of the Factova platform, proven at large-scale manufacturing sites, to small and mid-sized manufacturers. Factova MES, the flagship solution, is a manufacturing execution system that centrally manages end-to-end production workflows. It uses AI to collect and analyze shop-floor data in real time to reduce inefficiencies in the production process and optimize overall factory operations. Its functions are offered in modular form based on different process types in each industry, enabling customers to start with the core capabilities they need and add extended features as their smart factory matures. LG CNS also showcased Factova Control, a solution designed to integrate and manage data at the production equipment level. Factova Control gathers and standardizes real-time data from equipment supplied by different vendors and enables centralized control across the line. It also integrates seamlessly with higher-level operational systems such as MES, and enhances production stability through AI-driven anomaly detection and predictive failure diagnostics. Factova Control is currently deployed across more than 100,000 machines at manufacturing sites worldwide. LG CNS also introduced solutions for industries that require ultra-precise process control, including semiconductors, displays, aerospace, and medical devices. By leveraging equipment anomaly detection (FDC), statistical process control (SPC), and out-of-control action plan (OCAP) solutions, these offerings help predict process defects in advance and maximize production yield through data-driven process optimization. The company also demonstrated its Gen AI Safety Management service at the event. The service enables shop-floor workers to use a mobile app to take photos of incidents and upload voice memos. Generative AI then automatically analyzes the images to log incident details in the system. The service also provides initial response guidelines based on similar historical cases. Korean manufacturers that have adopted Factova are already reporting measurable improvements. At one battery plant, the share of conforming products exceeded 90% within just one month of deployment, enabling the plant to quickly stabilize production and cut return costs for defective products by approximately 70%. At another electronics manufacturing facility, shop-floor productivity increased by roughly 20%, with more than 90% of process data now being collected automatically.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩85,600, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the IT industry in South Korea. Total returns to shareholders of 59% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩161,568 per share.공시 • Apr 17+ 1 more updateLG CNS Unveils Logistics Robot Mobile Shuttle for Cold Chain LogisticsLG CNS was accelerating its global expansion with a new next-generation logistics robot that operates uninterrupted 24/7, even in extreme cold warehouses at -15°F (-26°C). The company unveiled its "Mobile Shuttle", intralogistics automation robot at MODEX 2026 in Atlanta, North America's largest logistics trade show. Designed for stable performance in harsh subzero environments, the robot extends its applications to cold chain logistics in food and retail, while helping create a safer working environment for on-site personnel. The Mobile Shuttle moves through warehouse racks at speeds of up to 4.9 ft/s(1.5 m/s) and can carry loads of up to 3,307 lbs(1,500 kg) each, with dozens or even hundreds of units operating simultaneously within the warehouse racks. Its four-way shuttle architecture, which enables movement in all directions – up, down, left, right, forward, and backward – greatly reduces routing constraints and supports flexible logistics flows to maximize operational efficiency. A high-density storage design delivers more than 30% higher storage efficiency compared to conventional two-way systems that are limited to forward and backward movement. LG CNS has enhanced user convenience by incorporating an AI agent into its Mobile Shuttle. In exceptional situations such as urgent shipments, on-site operators can directly control the shuttle robot simply by entering natural language commands into a chatbot. When an issue occurs with the shuttle robot, the AI agent identifies the cause and suggests appropriate response measures to the operator, improving both stability and responsiveness. To further enhance logistics performance, LG CNS has integrated mathematical optimization technologies into the system. By analyzing the shuttle robots' routes and operational status in real time, it minimizes bottlenecks and establishes optimized plans for inbound and outbound processes, automatically assigning the most efficient tasks to each shuttle robot. The Mobile Shuttle is designed to safely transport both general cargo and cylindrical items such as automotive batteries. It also has secured UL certification, a key safety standard for electrical, electronic, and mechanical products in the United States. Companies across a variety of industry verticals, including manufacturing, logistics, and automotive, can choose from different shuttle robot types and materials to build logistics systems tailored to their specific operating environments.Reported Earnings • Mar 18Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: ₩4,549 (up from ₩4,180 in FY 2024). Revenue: ₩6.13t (up 2.5% from FY 2024). Net income: ₩437.9b (up 20% from FY 2024). Profit margin: 7.1% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 6.3%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the IT industry in South Korea.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩57,900, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the IT industry in South Korea. Total returns to shareholders of 23% over the past year.공시 • Feb 13LG CNS Co., Ltd., Annual General Meeting, Mar 24, 2026LG CNS Co., Ltd., Annual General Meeting, Mar 24, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 71, magokjungang 8-ro, gangseo-gu, seoul South KoreaValuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩71,700, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the IT industry in South Korea.분석 기사 • Jan 15Investor Optimism Abounds LG CNS Co., Ltd. (KRX:064400) But Growth Is LackingLG CNS Co., Ltd.'s ( KRX:064400 ) price-to-earnings (or "P/E") ratio of 16.8x might make it look like a sell right now...공시 • Jan 13LG CNS Co., Ltd. to Report Q4, 2025 Results on Jan 27, 2026LG CNS Co., Ltd. announced that they will report Q4, 2025 results on Jan 27, 2026Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩67,700, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the IT industry in South Korea. Simply Wall St's valuation model estimates the intrinsic value at ₩124,410 per share.분석 기사 • Nov 25Is LG CNS (KRX:064400) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Nov 20Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₩1,083 (down from ₩1,352 in 3Q 2024). Revenue: ₩1.52t (up 5.8% from 3Q 2024). Net income: ₩104.9b (down 11% from 3Q 2024). Profit margin: 6.9% (down from 8.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.4%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in South Korea.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩55,400, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the IT industry in South Korea. Simply Wall St's valuation model estimates the intrinsic value at ₩102,879 per share.공시 • Oct 16LG CNS Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025LG CNS Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025분석 기사 • Oct 02Earnings Not Telling The Story For LG CNS Co., Ltd. (KRX:064400)With a median price-to-earnings (or "P/E") ratio of close to 15x in Korea, you could be forgiven for feeling...공시 • Oct 02LG CNS Leverages Manufacturing AX Tech to Target the Middle East Oil MarketLG CNS is set to expand into Middle Eastern markets with its advanced manufacturing-focused AX technologies. From September 30 to October 2, LG CNS participated in the International Downstream Conference & Exhibition (IDCE) 2025 in Bahrain, marking a first for a Korean IT company as it showcased manufacturing AX technologies for intelligent and automated operation of petroleum sites. IDCE is the largest industry event in the Middle East and often referred to as the CES of the petroleum and petroleum refining industry. The event is hosted by the Gulf Downstream Association (GDA), a trade body established by the region's six leading companies, including Saudi Aramco and Bahrain Petroleum Company (BAPCO). This year, companies from approximately 50 countries participated to showcase breakthrough technologies in the petroleum and petroleum refining industry as well as sustainable energy solutions. LG CNS' booth at the exhibition used the theme "AI-Driven Intelligent Plant Transformation" and was set up in collaboration with S-OIL, a petroleum and refining company. The objective was to introduce a variety of innovations, including Flare Stack AI Monitoring, AI-Guided HAZOP Analysis, AI Tutor for Process Safety Management (PSM), and AI Incident Reporting Assistant. The solutions are designed to enhance safety management and productivity - both key priorities in manufacturing - and were successful in capturing strong interest from industry professionals. One example of a solution is Flare Stack AI Monitoring, which leverages AI image analysis and CCTV to enable uninterrupted, 24/7 monitoring of flare stacks, facilities that burn off flammable gases, and enable safe disposal. When it detects abnormalities in smoke color or flare conditions, the AI-powered system automatically controls steam valves to ensure optimal operation, thereby dramatically boosting process stability. LG CNS also introduced an AI agent that automates facility drawing analyses for Hazard and Operability (HAZOP). HAZOP is performed during the design or commissioning stage of production facilities to identify potential hazards in advance. The entire process is traditionally conducted manually, making it time-consuming and subject to variations due to differences in expertise at the staffing level. AI-Guided HAZop Analysis standardizes this by automatically analyzing all facility and equipment drawings and specifications. This reduces average analysis time by more than 60% and significantly improves accuracy. PSM AI Tutor is an AI-based mock interview program designed to support safety awareness with employees, a key component of PSM inspections. Unlike traditional face-to-face interview training by safety managers, this approach eliminates time and location constraints, allowing more efficient preparation. The AI Incident Reporting Assistant automates the reporting and documentation process in the event of workplace incidents, including fires and injuries, to accelerate the initial response time. Upon receiving site photos or voice memos from the first witness via a mobile app, AI is used to assess the information to determine the incident type, severity, and probable causes. It then streamlines the full reporting process, from preparing reports to notifying relevant internal teams and safety authorities. This enables more efficient responses in industrial accidents, where accurate root-cause analysis and fast initial response are critical. LG CNS and S-OIL initially signed a business agreement in February to build intelligent plants and have been working together since then to integrate AX technologies in petroleum and petroleum refining operations. Alongside the event, LG CNS CEO Shin Gyoon Hyun met with Hussain A. Al Qahtani, Senior Vice President of Fuels at Saudi Aramco, to explore collaboration opportunities aimed at embedding AX technologies within Saudi Aramco, building on LG CNS's proven track record in manufacturing AX.분석 기사 • Sep 10LG CNS Co., Ltd.'s (KRX:064400) Intrinsic Value Is Potentially 80% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, LG CNS fair value estimate is ₩128,567 LG CNS is estimated to...Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩1,018 (vs ₩1,176 in 2Q 2024)Second quarter 2025 results: EPS: ₩1,018 (down from ₩1,176 in 2Q 2024). Revenue: ₩1.46t (flat on 2Q 2024). Net income: ₩98.7b (down 3.8% from 2Q 2024). Profit margin: 6.8% (down from 7.1% in 2Q 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in South Korea.New Risk • Aug 20New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 2.2% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (10% average weekly change).공시 • Jul 09LG CNS Co., Ltd. to Report Q2, 2025 Results on Jul 23, 2025LG CNS Co., Ltd. announced that they will report Q2, 2025 results on Jul 23, 2025분석 기사 • Jul 08Is LG CNS (KRX:064400) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.4% 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. This is currently the only risk that has been identified for the company.분석 기사 • Jun 16LG CNS Co., Ltd.'s (KRX:064400) Shares Climb 29% But Its Business Is Yet to Catch UpLG CNS Co., Ltd. ( KRX:064400 ) shares have continued their recent momentum with a 29% gain in the last month alone...Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩60,700, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the IT industry in South Korea.공시 • May 22LG CNS Showcases AI-Enhanced 'PerfecTwin ERP Edition' in the U.S. at SAP Sapphire 2025LG CNS unveiled its latest AI-based ERP testing technology at SAP Sapphire 2025, SAP's annual global conference held in Orlando, Florida. SAP Sapphire brings together industry leaders, customers and partners from around the world to explore the latest technologies and innovations powered by SAP. At this year's event, the LG CNS booth showcased the new AI-enhanced version of the company's PerfecTwin ERP Edition, an advanced testing solution based on real transaction data that was introduced at Sapphire 2024. Designed for SAP ERP environments, the solution helps companies ensure smooth data transfers and minimize errors by testing transactional data--such as finance, procurement, and HR--in a virtual environment identical to the new system. By repeatedly verifying real transaction data, it enables near-zero defects upon system implementation or upgrades. The latest edition's AI features generate real transaction test data when the volume of actual data is insufficient. They also ensure privacy and security by identifying and removing sensitive information, such as user data. Additionally, the AI analyzes error patterns and traces root causes to significantly reduce test validation time. LG CNS is a long-time SAP partner offering ERP expertise to enterprise clients. At the event in Orlando, LG CNS and SAP expanded their collaboration to provide clients with a comprehensive set of services to accelerate their transformation to cloud ERP. These services provided by LG CNS include application operations, release version upgrades, application security updates and SAP Business Technology Platform core operations. In addition, LG CNS plans to expand the target countries for these services to the Asia-Pacific and Japan regions and beyond, based on the maturity of the services. This includes the establishment of a delivery center in India later this year to support the global expansion of its ERP operations.공시 • Apr 25LG CNS Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025LG CNS Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025Reported Earnings • Mar 14Full year 2024 earnings released: EPS: ₩4,180 (vs ₩3,811 in FY 2023)Full year 2024 results: EPS: ₩4,180 (up from ₩3,811 in FY 2023). Revenue: ₩5.98t (up 6.7% from FY 2023). Net income: ₩364.5b (up 9.7% from FY 2023). Profit margin: 6.1% (up from 5.9% in FY 2023). The increase in margin was driven by higher revenue.공시 • Feb 22LG CNS Co., Ltd. announces Annual dividendLG CNS Co., Ltd. announced Annual dividend of KRW 1672.0000 per share, ex-date on December 27, 2024 and record date on December 31, 2024.공시 • Feb 21LG CNS Co., Ltd., Annual General Meeting, Mar 21, 2025LG CNS Co., Ltd., Annual General Meeting, Mar 21, 2025, at 14:00 Tokyo Standard Time. Location: conference room, 71, magokjungang 8-ro, gangseo-gu, seoul South KoreaBoard Change • Feb 05Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Outside Director Hwan Chung was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 이제 막 배당금 지급을 시작했기 때문에 A064400 의 배당금 지급이 안정적인지 여부를 판단하기에는 너무 이릅니다.배당금 증가: 이제 막 배당금 지급을 시작했기 때문에 A064400 의 배당금 지급액이 늘어나고 있는지 판단하기에는 너무 이릅니다.배당 수익률 vs 시장LG CNS 배당 수익률 vs 시장A064400의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (A064400)2.7%시장 하위 25% (KR)1.0%시장 상위 25% (KR)3.8%업계 평균 (IT)1.3%분석가 예측 (A064400) (최대 3년)3.0%주목할만한 배당금: A064400 의 배당금( 2.66% )은 KR 시장에서 배당금 지급자의 하위 25%( 1.02% )보다 높습니다.고배당: A064400 의 배당금( 2.66% )은 KR 시장에서 배당금 지급자의 상위 25%( 3.78% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 40.7% )로 A064400 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적인 현금 지급 비율 ( 58% )로 A064400 의 배당금 지급은 현금 흐름으로 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YKR 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 07:29종가2026/05/22 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 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.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스LG CNS Co., Ltd.는 14명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Dong-je WooBofA Global ResearchJongsun ParkEugene Investment & Securities Co Ltd.So-Hye KimHanwha Investment & Securities Co., Ltd.11명의 분석가 더 보기
공시 • Feb 22LG CNS Co., Ltd. announces Annual dividendLG CNS Co., Ltd. announced Annual dividend of KRW 1672.0000 per share, ex-date on December 27, 2024 and record date on December 31, 2024.
공시 • 13hLG CNS Introduces Factova and AI Solutions for Smart Factory TransformationLG CNS participated in the IoT Tech Expo 2026 in San Jose on May 18–19 and was the sole Korea-based exhibitor at the event. LG CNS used the event to present the core offerings of its integrated smart factory brand, Factova, to a global audience. Factova leverages AI, big data, and IoT technologies across the entire manufacturing process to optimize production operations and drive intelligent factory transformation. The solution draws on over two decades of technological expertise and operational know-how gained from manufacturing projects in Korea and around the world. LG CNS is expanding the availability of the Factova platform, proven at large-scale manufacturing sites, to small and mid-sized manufacturers. Factova MES, the flagship solution, is a manufacturing execution system that centrally manages end-to-end production workflows. It uses AI to collect and analyze shop-floor data in real time to reduce inefficiencies in the production process and optimize overall factory operations. Its functions are offered in modular form based on different process types in each industry, enabling customers to start with the core capabilities they need and add extended features as their smart factory matures. LG CNS also showcased Factova Control, a solution designed to integrate and manage data at the production equipment level. Factova Control gathers and standardizes real-time data from equipment supplied by different vendors and enables centralized control across the line. It also integrates seamlessly with higher-level operational systems such as MES, and enhances production stability through AI-driven anomaly detection and predictive failure diagnostics. Factova Control is currently deployed across more than 100,000 machines at manufacturing sites worldwide. LG CNS also introduced solutions for industries that require ultra-precise process control, including semiconductors, displays, aerospace, and medical devices. By leveraging equipment anomaly detection (FDC), statistical process control (SPC), and out-of-control action plan (OCAP) solutions, these offerings help predict process defects in advance and maximize production yield through data-driven process optimization. The company also demonstrated its Gen AI Safety Management service at the event. The service enables shop-floor workers to use a mobile app to take photos of incidents and upload voice memos. Generative AI then automatically analyzes the images to log incident details in the system. The service also provides initial response guidelines based on similar historical cases. Korean manufacturers that have adopted Factova are already reporting measurable improvements. At one battery plant, the share of conforming products exceeded 90% within just one month of deployment, enabling the plant to quickly stabilize production and cut return costs for defective products by approximately 70%. At another electronics manufacturing facility, shop-floor productivity increased by roughly 20%, with more than 90% of process data now being collected automatically.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 26%After last week's 26% share price gain to ₩85,600, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the IT industry in South Korea. Total returns to shareholders of 59% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩161,568 per share.
공시 • Apr 17+ 1 more updateLG CNS Unveils Logistics Robot Mobile Shuttle for Cold Chain LogisticsLG CNS was accelerating its global expansion with a new next-generation logistics robot that operates uninterrupted 24/7, even in extreme cold warehouses at -15°F (-26°C). The company unveiled its "Mobile Shuttle", intralogistics automation robot at MODEX 2026 in Atlanta, North America's largest logistics trade show. Designed for stable performance in harsh subzero environments, the robot extends its applications to cold chain logistics in food and retail, while helping create a safer working environment for on-site personnel. The Mobile Shuttle moves through warehouse racks at speeds of up to 4.9 ft/s(1.5 m/s) and can carry loads of up to 3,307 lbs(1,500 kg) each, with dozens or even hundreds of units operating simultaneously within the warehouse racks. Its four-way shuttle architecture, which enables movement in all directions – up, down, left, right, forward, and backward – greatly reduces routing constraints and supports flexible logistics flows to maximize operational efficiency. A high-density storage design delivers more than 30% higher storage efficiency compared to conventional two-way systems that are limited to forward and backward movement. LG CNS has enhanced user convenience by incorporating an AI agent into its Mobile Shuttle. In exceptional situations such as urgent shipments, on-site operators can directly control the shuttle robot simply by entering natural language commands into a chatbot. When an issue occurs with the shuttle robot, the AI agent identifies the cause and suggests appropriate response measures to the operator, improving both stability and responsiveness. To further enhance logistics performance, LG CNS has integrated mathematical optimization technologies into the system. By analyzing the shuttle robots' routes and operational status in real time, it minimizes bottlenecks and establishes optimized plans for inbound and outbound processes, automatically assigning the most efficient tasks to each shuttle robot. The Mobile Shuttle is designed to safely transport both general cargo and cylindrical items such as automotive batteries. It also has secured UL certification, a key safety standard for electrical, electronic, and mechanical products in the United States. Companies across a variety of industry verticals, including manufacturing, logistics, and automotive, can choose from different shuttle robot types and materials to build logistics systems tailored to their specific operating environments.
Reported Earnings • Mar 18Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: ₩4,549 (up from ₩4,180 in FY 2024). Revenue: ₩6.13t (up 2.5% from FY 2024). Net income: ₩437.9b (up 20% from FY 2024). Profit margin: 7.1% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 6.3%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the IT industry in South Korea.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₩57,900, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the IT industry in South Korea. Total returns to shareholders of 23% over the past year.
공시 • Feb 13LG CNS Co., Ltd., Annual General Meeting, Mar 24, 2026LG CNS Co., Ltd., Annual General Meeting, Mar 24, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 71, magokjungang 8-ro, gangseo-gu, seoul South Korea
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₩71,700, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the IT industry in South Korea.
분석 기사 • Jan 15Investor Optimism Abounds LG CNS Co., Ltd. (KRX:064400) But Growth Is LackingLG CNS Co., Ltd.'s ( KRX:064400 ) price-to-earnings (or "P/E") ratio of 16.8x might make it look like a sell right now...
공시 • Jan 13LG CNS Co., Ltd. to Report Q4, 2025 Results on Jan 27, 2026LG CNS Co., Ltd. announced that they will report Q4, 2025 results on Jan 27, 2026
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩67,700, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the IT industry in South Korea. Simply Wall St's valuation model estimates the intrinsic value at ₩124,410 per share.
분석 기사 • Nov 25Is LG CNS (KRX:064400) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Nov 20Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₩1,083 (down from ₩1,352 in 3Q 2024). Revenue: ₩1.52t (up 5.8% from 3Q 2024). Net income: ₩104.9b (down 11% from 3Q 2024). Profit margin: 6.9% (down from 8.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.4%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in South Korea.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩55,400, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the IT industry in South Korea. Simply Wall St's valuation model estimates the intrinsic value at ₩102,879 per share.
공시 • Oct 16LG CNS Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025LG CNS Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
분석 기사 • Oct 02Earnings Not Telling The Story For LG CNS Co., Ltd. (KRX:064400)With a median price-to-earnings (or "P/E") ratio of close to 15x in Korea, you could be forgiven for feeling...
공시 • Oct 02LG CNS Leverages Manufacturing AX Tech to Target the Middle East Oil MarketLG CNS is set to expand into Middle Eastern markets with its advanced manufacturing-focused AX technologies. From September 30 to October 2, LG CNS participated in the International Downstream Conference & Exhibition (IDCE) 2025 in Bahrain, marking a first for a Korean IT company as it showcased manufacturing AX technologies for intelligent and automated operation of petroleum sites. IDCE is the largest industry event in the Middle East and often referred to as the CES of the petroleum and petroleum refining industry. The event is hosted by the Gulf Downstream Association (GDA), a trade body established by the region's six leading companies, including Saudi Aramco and Bahrain Petroleum Company (BAPCO). This year, companies from approximately 50 countries participated to showcase breakthrough technologies in the petroleum and petroleum refining industry as well as sustainable energy solutions. LG CNS' booth at the exhibition used the theme "AI-Driven Intelligent Plant Transformation" and was set up in collaboration with S-OIL, a petroleum and refining company. The objective was to introduce a variety of innovations, including Flare Stack AI Monitoring, AI-Guided HAZOP Analysis, AI Tutor for Process Safety Management (PSM), and AI Incident Reporting Assistant. The solutions are designed to enhance safety management and productivity - both key priorities in manufacturing - and were successful in capturing strong interest from industry professionals. One example of a solution is Flare Stack AI Monitoring, which leverages AI image analysis and CCTV to enable uninterrupted, 24/7 monitoring of flare stacks, facilities that burn off flammable gases, and enable safe disposal. When it detects abnormalities in smoke color or flare conditions, the AI-powered system automatically controls steam valves to ensure optimal operation, thereby dramatically boosting process stability. LG CNS also introduced an AI agent that automates facility drawing analyses for Hazard and Operability (HAZOP). HAZOP is performed during the design or commissioning stage of production facilities to identify potential hazards in advance. The entire process is traditionally conducted manually, making it time-consuming and subject to variations due to differences in expertise at the staffing level. AI-Guided HAZop Analysis standardizes this by automatically analyzing all facility and equipment drawings and specifications. This reduces average analysis time by more than 60% and significantly improves accuracy. PSM AI Tutor is an AI-based mock interview program designed to support safety awareness with employees, a key component of PSM inspections. Unlike traditional face-to-face interview training by safety managers, this approach eliminates time and location constraints, allowing more efficient preparation. The AI Incident Reporting Assistant automates the reporting and documentation process in the event of workplace incidents, including fires and injuries, to accelerate the initial response time. Upon receiving site photos or voice memos from the first witness via a mobile app, AI is used to assess the information to determine the incident type, severity, and probable causes. It then streamlines the full reporting process, from preparing reports to notifying relevant internal teams and safety authorities. This enables more efficient responses in industrial accidents, where accurate root-cause analysis and fast initial response are critical. LG CNS and S-OIL initially signed a business agreement in February to build intelligent plants and have been working together since then to integrate AX technologies in petroleum and petroleum refining operations. Alongside the event, LG CNS CEO Shin Gyoon Hyun met with Hussain A. Al Qahtani, Senior Vice President of Fuels at Saudi Aramco, to explore collaboration opportunities aimed at embedding AX technologies within Saudi Aramco, building on LG CNS's proven track record in manufacturing AX.
분석 기사 • Sep 10LG CNS Co., Ltd.'s (KRX:064400) Intrinsic Value Is Potentially 80% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, LG CNS fair value estimate is ₩128,567 LG CNS is estimated to...
Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₩1,018 (vs ₩1,176 in 2Q 2024)Second quarter 2025 results: EPS: ₩1,018 (down from ₩1,176 in 2Q 2024). Revenue: ₩1.46t (flat on 2Q 2024). Net income: ₩98.7b (down 3.8% from 2Q 2024). Profit margin: 6.8% (down from 7.1% in 2Q 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in South Korea.
New Risk • Aug 20New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 2.2% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (10% average weekly change).
공시 • Jul 09LG CNS Co., Ltd. to Report Q2, 2025 Results on Jul 23, 2025LG CNS Co., Ltd. announced that they will report Q2, 2025 results on Jul 23, 2025
분석 기사 • Jul 08Is LG CNS (KRX:064400) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 9.4% 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. This is currently the only risk that has been identified for the company.
분석 기사 • Jun 16LG CNS Co., Ltd.'s (KRX:064400) Shares Climb 29% But Its Business Is Yet to Catch UpLG CNS Co., Ltd. ( KRX:064400 ) shares have continued their recent momentum with a 29% gain in the last month alone...
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩60,700, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the IT industry in South Korea.
공시 • May 22LG CNS Showcases AI-Enhanced 'PerfecTwin ERP Edition' in the U.S. at SAP Sapphire 2025LG CNS unveiled its latest AI-based ERP testing technology at SAP Sapphire 2025, SAP's annual global conference held in Orlando, Florida. SAP Sapphire brings together industry leaders, customers and partners from around the world to explore the latest technologies and innovations powered by SAP. At this year's event, the LG CNS booth showcased the new AI-enhanced version of the company's PerfecTwin ERP Edition, an advanced testing solution based on real transaction data that was introduced at Sapphire 2024. Designed for SAP ERP environments, the solution helps companies ensure smooth data transfers and minimize errors by testing transactional data--such as finance, procurement, and HR--in a virtual environment identical to the new system. By repeatedly verifying real transaction data, it enables near-zero defects upon system implementation or upgrades. The latest edition's AI features generate real transaction test data when the volume of actual data is insufficient. They also ensure privacy and security by identifying and removing sensitive information, such as user data. Additionally, the AI analyzes error patterns and traces root causes to significantly reduce test validation time. LG CNS is a long-time SAP partner offering ERP expertise to enterprise clients. At the event in Orlando, LG CNS and SAP expanded their collaboration to provide clients with a comprehensive set of services to accelerate their transformation to cloud ERP. These services provided by LG CNS include application operations, release version upgrades, application security updates and SAP Business Technology Platform core operations. In addition, LG CNS plans to expand the target countries for these services to the Asia-Pacific and Japan regions and beyond, based on the maturity of the services. This includes the establishment of a delivery center in India later this year to support the global expansion of its ERP operations.
공시 • Apr 25LG CNS Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025LG CNS Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
Reported Earnings • Mar 14Full year 2024 earnings released: EPS: ₩4,180 (vs ₩3,811 in FY 2023)Full year 2024 results: EPS: ₩4,180 (up from ₩3,811 in FY 2023). Revenue: ₩5.98t (up 6.7% from FY 2023). Net income: ₩364.5b (up 9.7% from FY 2023). Profit margin: 6.1% (up from 5.9% in FY 2023). The increase in margin was driven by higher revenue.
공시 • Feb 22LG CNS Co., Ltd. announces Annual dividendLG CNS Co., Ltd. announced Annual dividend of KRW 1672.0000 per share, ex-date on December 27, 2024 and record date on December 31, 2024.
공시 • Feb 21LG CNS Co., Ltd., Annual General Meeting, Mar 21, 2025LG CNS Co., Ltd., Annual General Meeting, Mar 21, 2025, at 14:00 Tokyo Standard Time. Location: conference room, 71, magokjungang 8-ro, gangseo-gu, seoul South Korea
Board Change • Feb 05Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Outside Director Hwan Chung was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.