Samsung SDI삼성SDI
006400 · KOSPI · ₩SDI · 삼성SDI
Analyst target price
Average target
₩940,000
Upside
+85.0%
Range ₩940,000 – ₩940,000 · 1 broker (latest target within 6 months)
Consensus target vs price, 2 years
Broker reports
| Date | Broker | Report | Rating | Target | Change | Upside | Since publish | Read |
|---|---|---|---|---|---|---|---|---|
| Oct 8 | DS Investment & Securities | [Secondary Batteries] Samsung SDI - Third Quarter to Confirm Profitability from Core Business | — | ₩940,000 | New | +85.0% | −10.7% | Read ↗ |
Calculated by JONBUR from publicly available broker reports. Reports belong to their publishers. Not financial advice. Includes brokers that publish research publicly; some brokers' reports are client-only and not included.
Reported in the news
| Date | Broker | Target | Change | Rating | Source |
|---|---|---|---|---|---|
| Oct 13 | Shinhan Securities | — | Raised | — | Reported by Yonhap News Agency |
Target prices and ratings as news headlines report them, for every broker, including the ones whose reports we don't collect. Only what the headline says; open the article for the rest. Not financial advice.
AI summary of public information
An AI summary of the public information on this company: filed financial statements, filings, prices and news headlines. It doesn't use broker reports; their targets and estimates are shown above.
Samsung SDI is still loss-making on an operating basis over the last twelve months, but it is winning new US energy storage orders.
Samsung SDI reported an operating loss of ₩842B on ₩14.3T of trailing revenue to H1 2026, with free cash flow of about -₩2.1T and borrowings of ₩12.1T. Its shares closed at ₩483,500 on 26 October 2026, down 7.2% over one month but up 65% over one year. Recent news centres on several US energy storage system (ESS) supply contracts.
What stands out
- Trailing operating margin is -5.9% and net margin is 0.3%, so the small net profit is not backed by operating earnings.
- Full-year 2025 revenue fell 20% to ₩13.3T, with an operating loss of ₩1.7T and a net loss of ₩649B.
- Liabilities are 77.5% of equity and borrowings are large relative to cash of ₩1.5T.
- Foreign ownership eased from 26.4% to 24.8% over 60 days, while foreign investors sold about ₩305B over the last 20 days.
- Multiple news reports on 26 October 2026 describe new US ESS orders, including a 1GWh contract and a Texas supply deal, though the filings list does not give contract values.
What to watch
- Upcoming full-year 2026 results and whether operating income moves back into profit.
- Further filings on loan extensions, guarantees and collateral for third parties, which bear on the debt position.
- Free cash flow and whether the US ESS orders translate into revenue at healthy margins.
Data as of Oct 26, 2026 · written 16h ago
This is not financial advice.
Also known as: Samsung SDI / 삼성SDI / 006400 / KRX:006400
Source: KRX statistical information