LS ElectricLS ELECTRIC
010120 · KOSPI · ₩010120 · LS ELECTRIC
Analyst target price
Average target
₩290,000
Upside
+83.4%
Range ₩280,000 – ₩300,000 · 2 brokers (latest target within 6 months)
Buy 2
Consensus target vs price, 2 years
Earnings estimates
Brokers' earnings estimates and how they've been revised, with Pro.
Unlock with ProBroker reports
| Date | Broker | Report | Rating | Target | Change | Upside | Since publish | Read |
|---|---|---|---|---|---|---|---|---|
| Oct 22 | Mirae Asset Securities | LS ELECTRIC (010120/Buy) 3Q26 Review: No Signs of Slowdown in Data Center Capex | Buy | ₩280,000 | Maintained | +77.1% | −2.0% | Read ↗ |
| Oct 22 | Hanwha Investment & Securities | [Power Equipment] LS ELECTRIC [010120/Buy] 3Q26 Review: Growth Engine Not Yet Closed | Buy | — | — | −2.0% | Read ↗ | |
| Oct 22 | Yuanta Securities Korea | Upward revisions to earnings estimates are only just beginning | Buy | ₩300,000 | Maintained | +89.8% | −2.0% | Read ↗ |
All 6 broker reports on LS Electric, not just the latest 3, with Pro.
Unlock with ProCalculated 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 22 | Daishin Securities | — | Cut | — | Reported by Money Today |
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.
LS Electric's trailing results are growing, but its share price has fallen about 25% over the past month after a steep run-up over the year.
LS Electric's trailing twelve-month revenue is about ₩5.69T with operating income near ₩536B and an operating margin of 9.4%, up from 8.6% in 2025. The company reported a ₩170B U.S. switchgear order and says North American data center orders are rising, though trailing free cash flow was negative at about -₩187B and borrowings are ₩906B. The share price closed at ₩152,900, down 25.6% over one month but up 107.5% over one year.
What stands out
- Revenue grew from ₩4.97T in 2025 to ₩5.69T on a trailing basis to H1 2026, and net income rose to ₩389B from ₩287B in 2025.
- Valuation is high relative to earnings: the data shows a P/E of 59 and P/B of 10.8, versus peers such as Hyosung Heavy Industries at 29.5 and HD Hyundai Electric at 18.9.
- The data shows a discounted cash flow fair value model with a base of ₩28,841 and a bull case of ₩51,958, well below the current price; the data does not explain how the model was built beyond its stated inputs.
- Recent filings and news cluster around U.S. data center and AI power equipment demand, including several major supply contracts in October 2026.
- Foreign ownership edged up to 18.5% from 18.0% sixty days ago, while institutions and foreign investors were net sellers over the last 20 trading days.
What to watch
- Full-year or quarterly results following the preliminary consolidated earnings filing dated 2026-10-21, which the data does not include in detail.
- Whether the price decline continues after target price cuts reported by brokers on 2026-10-22 and 2026-10-25.
- Free cash flow and borrowings, which the data shows as negative and elevated respectively, as the U.S. data center business scales.
Data as of Oct 26, 2026 · written 21h ago
This is not financial advice.
Also known as: LS Electric / LS ELECTRIC / 010120 / KRX:010120
Source: KRX statistical information