Sempio샘표

Sempio's trailing earnings are stable at a modest margin, while the shares sit near the low end of their 52-week range.

Sempio is a Korean holding company whose main operating business is fermented seasonings such as soy sauce, doenjang and gochujang, run through Sempio Foods. On a trailing basis to H1 2026 revenue was ₩412.9B with operating income of ₩26.5B and net income of ₩9.3B, while the shares closed at ₩43,800, about 40% below the 52-week high of ₩73,100.

What stands out

• Trailing operating margin is 6.4% and net margin 2.2%, with 2025 operating income of ₩24.1B well above 2024's ₩5.9B.
• Net income fell from ₩9.7B in 2025 to ₩9.3B on a trailing basis, while revenue rose slightly from ₩409.0B to ₩412.9B.
• Borrowings of ₩47.9B exceed cash of ₩27.2B, and liabilities are 34.2% of equity.
• The shares trade at a P/E of 9.5 and P/B of 0.4, and the data's NAV-based fair value range is ₩10,609 to ₩22,279 around a base of ₩15,914, well below the current price.
• Recent filings include a share cancellation decision and a trading halt in September 2026, and the data shows no recent news headlines.

What to watch

• The share cancellation decisions and trading halt from September 2026; the data does not explain their terms or effect on shareholders.
• The next quarterly report and whether margins hold near the trailing levels.
• Debt levels against cash, and the amended annual report for December 2025 filed in August 2026.