Lotte Shopping롯데쇼핑

Lotte Shopping's latest half-year profit is thin and its debt is heavy, though the shares have rebounded over the past year and fell over the past three months.

Lotte Shopping runs department stores, hypermarkets, electronics stores, supermarkets, home shopping, cinemas and e-commerce, mainly in South Korea. On trailing twelve months to H1 2026 it had revenue of about ₩14.0T, an operating margin of 5% and net income of ₩181B, with borrowings of ₩10.4T against cash of ₩1.2T. The stock closed at ₩81,400 on 2026-10-26, well below its 52-week high of ₩211,000 but above its low of ₩62,700.

What stands out

• Trailing revenue of ₩14.0T and operating income of ₩701B are up from 2025's ₩547B operating income, though revenue has been drifting down over the annual figures shown (2023 to 2025).
• Net margin is only 1.3% and return on equity is 1.2%, so profit remains small relative to the sales base.
• Liabilities are 124.9% of equity and borrowings are about ₩10.4T, a large debt load against trailing free cash flow of ₩1.4T.
• Valuation data shows a P/E of 12.7, P/B of 0.2 and a dividend yield of 4.9%; the data includes no analyst ratings or price targets.
• Recent filings and news centre on shareholder benefit programmes, a shareholders' meeting and a change in the largest shareholder's holdings; foreign ownership rose from 13.8% to 14.7% over 60 days.

What to watch

• Upcoming full-year results and the earnings release flagged in the 2026-10-08 advance notice, which will show whether the H1 profit recovery holds.
• Outcome of the shareholders' meeting and the proxy voting materials filed on 2026-10-14, plus further changes in the largest shareholder's stake.
• Debt levels and cash generation relative to borrowings of about ₩10.4T, given the 2024 and 2022 net losses in the annual figures.