Samsung Climate Control삼성공조

Samsung Climate Control's share price has fallen sharply over the past year, while its trailing profits and cash position remain positive.

Samsung Climate Control makes automotive thermal parts such as radiators, oil coolers and HVAC systems, with about 30% of sales exported. Trailing twelve-month revenue to H1 2026 was ₩114B... more precisely ₩114.1B, with a thin 3.3% operating margin, but net income of ₩11.5B and no borrowings. The shares closed at ₩10,670 on 2026-10-22, down 24.7% over one year and well below the 52-week high of ₩20,000.

What stands out

• Revenue has been broadly flat: ₩117.7B in 2025 after ₩115.8B in 2024, with operating margin down from 5.6% to 2.8% over that period.
• Net income in the trailing period (₩11.5B) is well above operating income (₩3.7B), so the gap is worth understanding from the filings, which the data does not explain.
• The company reports ₩7.3B in cash, no borrowings, and trailing free cash flow of ₩8.5B.
• The stock trades at about 7.5 times trailing earnings and 0.3 times book value, and the data's DCF model gives a base value of ₩34,643, far above the current price; this is a model output, not a forecast.
• Foreign ownership rose from 2.2% to 3% over about 60 days, while retail investors were net sellers over the last 20 days.

What to watch

• The next filings: the half-year report for June 2026 has been filed, so watch for the next quarterly report and any further amendments to prior annual reports.
• Shareholder changes: the largest shareholder's holding change and insider reports filed in June 2026 may matter for the share register.
• Margin pressure: the data shows operating margin falling to 2.8% in 2025 and 3.3% trailing, and no news headlines were available to explain the drivers.