Reported Earnings • Mar 21
Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2025 results: EPS: ₩1,094 (up from ₩1,039 in FY 2024). Revenue: ₩468.7b (down 3.6% from FY 2024). Net income: ₩41.6b (up 5.3% from FY 2024). Profit margin: 8.9% (up from 8.1% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year. Valuation Update With 7 Day Price Move • Mar 09
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₩10,640, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Chemicals industry in South Korea. Total returns to shareholders of 21% over the past three years. Duyuru • Feb 20
Kolon ENP, Annual General Meeting, Mar 25, 2026 Kolon ENP, Annual General Meeting, Mar 25, 2026, at 09:01 Tokyo Standard Time. Location: auditorium, 137, sicheong-ro, gyeongsangbuk-do, gimcheon South Korea Valuation Update With 7 Day Price Move • Jan 29
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₩10,110, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 12% over the past three years. Duyuru • Nov 25
Kolon Industries, Inc. (KOSE:A120110) agreed to acquire remaining 33.32% stake in Kolon ENP (KOSE:A138490) for KRW 99 billion. Kolon Industries, Inc. (KOSE:A120110) agreed to acquire remaining 33.32% stake in Kolon ENP (KOSE:A138490) for KRW 99 billion on November 24, 2025. The consideration consists of 2.43 million common equity of Kolon Industries, Inc. at a ratio of 0.191953 per common equity of Kolon ENP. As part of consideration, an undisclosed value is paid towards common equity of Kolon ENP. Upon completion, Kolon Industries, Inc. will own 100% stake in Kolon ENP. After completion of transaction, Kolon ENP will be dissolved.
The expected completion of the transaction is April 1, 2026. Reported Earnings • Nov 20
Third quarter 2025 earnings released: EPS: ₩350 (vs ₩362 in 3Q 2024) Third quarter 2025 results: EPS: ₩350 (down from ₩362 in 3Q 2024). Revenue: ₩120.2b (down 2.1% from 3Q 2024). Net income: ₩13.3b (down 3.3% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₩8,160, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total loss to shareholders of 10% over the past three years. New Risk • Aug 20
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Aug 20
Second quarter 2025 earnings released: EPS: ₩297 (vs ₩240 in 2Q 2024) Second quarter 2025 results: EPS: ₩297 (up from ₩240 in 2Q 2024). Revenue: ₩121.7b (flat on 2Q 2024). Net income: ₩11.3b (up 24% from 2Q 2024). Profit margin: 9.3% (up from 7.6% in 2Q 2024). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings. Duyuru • Aug 02
Kolon ENP to Report First Half, 2025 Results on Aug 06, 2025 Kolon ENP announced that they will report first half, 2025 results on Aug 06, 2025 Reported Earnings • Mar 22
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: ₩1,039 (up from ₩863 in FY 2023). Revenue: ₩486.2b (up 6.6% from FY 2023). Net income: ₩39.5b (up 20% from FY 2023). Profit margin: 8.1% (up from 7.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 54%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings. New Risk • Mar 01
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Duyuru • Feb 20
Kolon ENP, Annual General Meeting, Mar 26, 2025 Kolon ENP, Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 137, sicheong-ro, gyeongsangbuk-do, gimcheon South Korea New Risk • Dec 07
New major risk - Financial data availability The company's latest financial reports are more than a year old. Last reported fiscal period ended December 2011. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2011 fiscal period end). High level of non-cash earnings (127% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Major Estimate Revision • Aug 30
Consensus EPS estimates fall by 17% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₩807 to ₩673 per share. Revenue forecast steady at ₩489.1m. Net income forecast to shrink 16% next year vs 64% growth forecast for Chemicals industry in South Korea . Consensus price target down from ₩12,000 to ₩10,000. Share price fell 2.7% to ₩6,210 over the past week. New Risk • Aug 05
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 8.0% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to ₩5,680, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Chemicals industry in South Korea. Total loss to shareholders of 25% over the past three years. Valuation Update With 7 Day Price Move • May 20
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to ₩8,740, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 49% over the past three years. Upcoming Dividend • Dec 20
Upcoming dividend of ₩180 per share at 2.3% yield Eligible shareholders must have bought the stock before 27 December 2023. Payment date: 29 April 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of South Korean dividend payers (3.5%). Higher than average of industry peers (1.8%). New Risk • Nov 11
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 8.8% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.8% average weekly change). Valuation Update With 7 Day Price Move • Oct 23
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₩7,040, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 87% over the past three years. Reported Earnings • May 19
First quarter 2023 earnings released: EPS: ₩235 (vs ₩200 in 1Q 2022) First quarter 2023 results: EPS: ₩235 (up from ₩200 in 1Q 2022). Revenue: ₩121.8b (down 1.8% from 1Q 2022). Net income: ₩8.95b (up 18% from 1Q 2022). Profit margin: 7.3% (up from 6.1% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth. Reported Earnings • Mar 24
Full year 2022 earnings: EPS misses analyst expectations Full year 2022 results: EPS: ₩939 (up from ₩572 in FY 2021). Revenue: ₩518.1b (up 28% from FY 2021). Net income: ₩35.7b (up 64% from FY 2021). Profit margin: 6.9% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.7%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in South Korea. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Dec 21
Upcoming dividend of ₩145 per share Eligible shareholders must have bought the stock before 28 December 2022. Payment date: 28 April 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of South Korean dividend payers (3.3%). Lower than average of industry peers (2.4%). Board Change • Nov 16
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. 4 non-independent directors. Independent Outside Director Chang-Oan Woo was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Sep 29
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₩9,750, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 108% over the past three years. Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₩11,150, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 116% over the past three years. Reported Earnings • May 22
First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2022 results: EPS: ₩200 (up from ₩136 in 1Q 2021). Revenue: ₩124.0b (up 30% from 1Q 2021). Net income: ₩7.60b (up 48% from 1Q 2021). Profit margin: 6.1% (up from 5.4% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 14%, compared to a 22% growth forecast for the industry in South Korea. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 06
Investor sentiment improved over the past week After last week's 16% share price gain to ₩15,000, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Chemicals industry in South Korea. Total returns to shareholders of 186% over the past three years. Price Target Changed • Apr 27
Price target increased to ₩16,000 Up from ₩9,700, the current price target is provided by 1 analyst. New target price is 29% above last closing price of ₩12,450. Stock is up 87% over the past year. The company is forecast to post earnings per share of ₩957 for next year compared to ₩572 last year. Board Change • Apr 27
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. 4 non-independent directors. Independent Outside Director Chang-Oan Woo was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Price Target Changed • Jan 20
Price target increased to ₩11,000 Up from ₩9,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₩11,050. Stock is up 95% over the past year. The company is forecast to post earnings per share of ₩669 for next year compared to ₩78.77 last year. Valuation Update With 7 Day Price Move • Sep 23
Investor sentiment improved over the past week After last week's 30% share price gain to ₩16,700, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Chemicals industry in South Korea. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩16,208 per share. Valuation Update With 7 Day Price Move • Sep 02
Investor sentiment improved over the past week After last week's 41% share price gain to ₩9,840, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Chemicals industry in South Korea. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₩15,413 per share. Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment improved over the past week After last week's 19% share price gain to ₩7,760, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Chemicals industry in South Korea. Total returns to shareholders of 17% over the past three years. Duyuru • Feb 10
Kolon Plastics, Inc., Annual General Meeting, Mar 29, 2021 Kolon Plastics, Inc., Annual General Meeting, Mar 29, 2021, at 09:00 Korea Standard Time. Is New 90 Day High Low • Feb 05
New 90-day high: ₩6,350 The company is up 63% from its price of ₩3,895 on 06 November 2020. The South Korean market is up 26% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 29% over the same period. Duyuru • Feb 04
Kolon Plastics, Inc. to Report Fiscal Year 2020 Results on Feb 08, 2021 Kolon Plastics, Inc. announced that they will report fiscal year 2020 results on Feb 08, 2021 Is New 90 Day High Low • Jan 08
New 90-day high: ₩4,810 The company is up 11% from its price of ₩4,315 on 08 October 2020. The South Korean market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 28% over the same period. Is New 90 Day High Low • Dec 02
New 90-day high: ₩4,605 The company is up 7.0% from its price of ₩4,315 on 03 September 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 12% over the same period. Is New 90 Day High Low • Oct 20
New 90-day low: ₩4,000 The company is down 8.0% from its price of ₩4,370 on 22 July 2020. The South Korean market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 19% over the same period. Duyuru • Aug 31
Kolon Plastics, Inc. to Report First Half, 2020 Results on Aug 03, 2020 Kolon Plastics, Inc. announced that they will report first half, 2020 results on Aug 03, 2020