Valuation Update With 7 Day Price Move • Jul 30
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₩58,400, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the IT industry in South Korea. Total loss to shareholders of 15% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩94,097 per share. Announcement • Jul 15
LG CNS Co., Ltd. to Report Q2, 2026 Results on Jul 31, 2026 LG CNS Co., Ltd. announced that they will report Q2, 2026 results on Jul 31, 2026 Announcement • Jun 26
LG CNS Unveils PerfecTwin ERP Edition Powered by Agentic AI for ERP Testing LG CNS has unveiled a latest ERP testing platform powered by agentic AI called PerfecTwin ERP Edition. PerfecTwin ERP Edition is purpose-built for SAP ERP system, automating ERP testing with real transaction data. It proactively detects potential defects and errors when upgrading to SAP S/4HANA, SAP's latest ERP platform, or prior to a new ERP go-live, to ensure system stability and operational efficiency. The latest solution integrates agentic AI to automate test scenario generation, root cause analysis of detected errors, and results report generation. PerfecTwin ERP Edition leverages agentic AI to analyze business processes and real transaction data by function. It automatically creates test scenarios and reduces scenario design time to just a few hours. Even without human instructions specifying which business processes should be tested or which test cases are most relevant, the AI autonomously determines and generates optimal testing scenarios. Agentic AI also automates the test execution process, with the AI proactively identifying anomalies, analyzing their causes, and recommending solutions for issues that require further action. Additionally, the agentic AI automatically generates test reports and other deliverables to enable more systematic management of test results. LG CNS plans to further enhance PerfecTwin ERP Edition by building it into an autonomous testing platform. To this end, the company aims to develop, by the end of this year, an agent orchestration framework that enables multiple AI agents to collaborate autonomously. The framework is expected to have the capacity to independently handle the full testing lifecycle, from test scenario generation to execution, analysis, error correction, and validation. Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to ₩92,800, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the IT industry in South Korea. Total returns to shareholders of 49% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩127,167 per share. Buy Or Sell Opportunity • Jun 09
Now 23% undervalued Over the last 90 days, the stock has risen 49% to ₩97,900. The fair value is estimated to be ₩127,857, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 26% in the next 2 years. New Risk • May 29
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 15% 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. Valuation Update With 7 Day Price Move • May 29
Investor sentiment improves as stock rises 37% After last week's 37% share price gain to ₩113,800, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the IT industry in South Korea. Total returns to shareholders of 133% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₩165,386 per share. Price Target Changed • May 28
Price target increased by 7.5% to ₩95,333 Up from ₩88,667, the current price target is an average from 9 analysts. New target price is 9.1% above last closing price of ₩87,400. Stock is up 72% over the past year. The company is forecast to post earnings per share of ₩5,221 for next year compared to ₩4,549 last year. Announcement • May 21
LG CNS Introduces Factova and AI Solutions for Smart Factory Transformation LG 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 14
Investor 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. Reported Earnings • Mar 18
Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Full 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 04
Investor 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. Announcement • Feb 13
LG CNS Co., Ltd., Annual General Meeting, Mar 24, 2026 LG 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 19
Investor 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. Announcement • Jan 13
LG CNS Co., Ltd. to Report Q4, 2025 Results on Jan 27, 2026 LG CNS Co., Ltd. announced that they will report Q4, 2025 results on Jan 27, 2026 Valuation Update With 7 Day Price Move • Dec 05
Investor 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. Reported Earnings • Nov 20
Third quarter 2025 earnings: EPS misses analyst expectations Third 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 07
Investor 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. Announcement • Oct 16
LG CNS Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025 LG CNS Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025 Announcement • Oct 02
LG CNS Leverages Manufacturing AX Tech to Target the Middle East Oil Market LG 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. Reported Earnings • Aug 20
Second 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 20
New minor risk - Dividend sustainability The 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). Announcement • Jul 09
LG CNS Co., Ltd. to Report Q2, 2025 Results on Jul 23, 2025 LG CNS Co., Ltd. announced that they will report Q2, 2025 results on Jul 23, 2025 New Risk • Jun 30
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 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. Valuation Update With 7 Day Price Move • Jun 12
Investor 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. Announcement • May 22
LG CNS Showcases AI-Enhanced 'PerfecTwin ERP Edition' in the U.S. at SAP Sapphire 2025 LG 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. Announcement • Apr 25
LG CNS Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025 LG CNS Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025 Reported Earnings • Mar 14
Full 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. Announcement • Feb 22
LG CNS Co., Ltd. announces Annual dividend LG 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. Announcement • Feb 21
LG CNS Co., Ltd., Annual General Meeting, Mar 21, 2025 LG 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 05
Less than half of directors are independent Following 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.