Sampyo Cement삼표시멘트

Sampyo Cement's profits have fallen from their 2024 peak while the share price is down over the past three months, though it is still well above its 52-week low.

Sampyo Cement, a Samcheok-based cement and ready-mixed concrete maker, reported trailing twelve-month revenue of ₩696B and operating income of ₩68B to H1 2026. Revenue fell 14.4% in 2025 after a 4% drop in 2024, and profitability is below its 2024 level. The shares closed at ₩5,690 on 22 October 2026, down 27.7% over three months but up 79.5% over one year.

What stands out

• Trailing net income is ₩36B, a 5.1% net margin, and return on equity is 4.6%, both modest for the sector.
• Operating margin has eased from 13.1% in 2024 to 9.7% on a trailing basis, while 2025 revenue fell 14.4%.
• Borrowings are ₩333B against ₩64B of cash, and liabilities are 79.1% of equity.
• Free cash flow was ₩43B on a trailing basis, and the valuation shows a 2.1% dividend yield, 17.3x P/E and 0.8x P/B.
• The DCF model gives a base fair value of ₩7,297, bear ₩2,978 and bull ₩15,322, well above and below the current price; the data does not give analyst ratings or price targets.
• Foreign ownership fell from 4.3% to 1.8% over 60 days, and foreign investors were net sellers of about ₩32B over the last 20 days.

What to watch

• The next quarterly or annual report, to see whether revenue and margins keep recovering from the 2025 decline.
• The amended filing on change of largest shareholder, which is still in the recent filings list and may affect ownership.
• Related-party transactions with affiliated companies, which appear in recent filings; the data does not show their size or terms.