Lotte Energy Materials롯데에너지머티리얼즈
020150 · KOSPI · ₩020150 · 롯데에너지머티리얼즈
Analyst target price
Average target
₩74,000
Upside
+71.7%
Range ₩74,000 – ₩74,000 · 1 broker (latest target within 6 months)
Buy 1
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 8 | DS Investment & Securities | [Secondary Batteries] Lotte Energy Materials - Copper Foil Supplier Advantage Continues | Buy | ₩74,000 | New | +71.7% | −21.9% | 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.
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.
Lotte Energy Materials has swung to losses over the past year, even as its share price has risen sharply.
The company reports trailing twelve-month revenue of ₩669B but an operating loss of ₩90B and a net loss of ₩81B through H1 2026, after a deeper loss of ₩158B in 2025. Its share price is up 65% over one year and trades near ₩46,350, well below its 52-week high of ₩83,100. Management has reportedly targeted AI copper-clad foil and expects a turnaround next year, but the data does not include a forecast.
What stands out
- Revenue fell 24.9% in 2025 to ₩678B, after growing in 2023 and 2024, and trailing revenue is ₩669B.
- Operating margin was -13.5% on a trailing basis, compared with -21.4% in 2025 and a positive 10–12% in 2021–2022.
- Free cash flow is negative at about -₩190B, and borrowings of ₩337B exceed cash of ₩125B.
- Foreign ownership fell from 8.9% to 5.7% over about 60 days, while institutions were net buyers over the last 20 days.
- The company disclosed a serious accident at a consolidated subsidiary on 15 October 2026, and a change in the largest shareholder's holdings on 26 October 2026.
What to watch
- Whether the expected turnaround next year appears in upcoming results, since the data contains no forecast figures.
- Follow-up to the serious accident filing and any effect on operations or costs at the subsidiary.
- Progress on Malaysia and Spain expansion and the shareholder change, which the filings do not explain in detail.
Data as of Oct 26, 2026 · written 3d ago
This is not financial advice.
Also known as: Lotte Energy Materials / 롯데에너지머티리얼즈 / 020150 / KRX:020150
Source: KRX statistical information