Hyundai-Rotem현대로템
064350 · KOSPI · ₩064350 · 현대로템
Analyst target price
Average target
₩172,750
Upside
+116.5%
Range ₩150,000 – ₩226,000 · 4 brokers (latest target within 6 months)
Buy 3
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 20 | Yuanta Securities Korea | 3Q26 Re: Solid profitability, estimates expected to normalize | Buy | ₩150,000 | Cut | +88.0% | −8.2% | Read ↗ |
| Oct 20 | Mirae Asset Securities | Hyundai Rotem (064350/Buy) Delays may occur, but no cancellations | Buy | ₩160,000 | Cut | +100.5% | −8.2% | Read ↗ |
| Oct 7 | Yuanta Securities Korea | 3Q Pre: Outlook in line with consensus | Buy | ₩300,000 | New | +275.9% | −26.0% | Read ↗ |
All 5 broker reports on Hyundai-Rotem, 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 25 | — | — | Cut | — | Reported by Money Today |
| Oct 20 | LS Securities | ₩155,000 | Cut | — | Reported by Etoday |
| Oct 20 | — | — | Cut | — | Reported by Asia Economy |
| Oct 20 | — | −19% | Cut | — | Reported by The Financial News |
| Oct 19 | SK Securities | — | Cut | — | Reported by Chosun Biz |
| Oct 19 | — | — | Cut | — | Reported by The Financial News |
| Oct 19 | Samsung Securities | — | Cut | — | Reported by Money Today |
| Oct 19 | Kiwoom Securities | — | Cut | — | Reported by The Korea Economic Daily |
| Oct 19 | — | ₩180,000(₩310,000) | Cut | — | Reported by Edaily |
| Oct 19 | — | — | Cut | — | Reported by Maeil Business Newspaper |
| Oct 12 | — | — | Cut | — | Reported by The Korea Economic Daily |
| Oct 12 | — | −29% | Cut | — | Reported by Asia Economy |
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.
Hyundai Rotem's profits have grown strongly, but its shares have fallen sharply over the past year after weak third-quarter results.
Hyundai Rotem, a Korean maker of defense vehicles, rail rolling stock and industrial plants, reported trailing twelve-month revenue of ₩6.31T and operating income of ₩1.00T to H1 2026, with a 15.9% operating margin. The share price closed at ₩79,100 on 2026-10-26, down 66.3% over one year and close to its 52-week low of ₩78,100. The data gives a DCF base value of ₩118,601, below the bull case but above the bear case of ₩77,595.
What stands out
- Full-year 2025 revenue rose 33.4% to ₩5.84T and operating income was ₩1.01T, with operating margin at 17.2%, up from 10.4% in 2024.
- Cash of ₩2.53T far exceeds borrowings of ₩124B, and trailing free cash flow was ₩1.67T.
- Valuation has compressed: P/E is 10.7 and P/B is 2.5, versus 26.6 and 6.7 at the end of 2025.
- Trade press reported a third-quarter earnings shock on 2026-10-20 and a 10% share drop, citing delays in new orders.
- Recent filings include a major supply contract on 2026-10-21 and news of a ₩239.2B Taiwan rail project win.
What to watch
- Whether new contract wins, such as the Taiwan rail project, offset the reported slowdown in new orders.
- Upcoming shareholder meeting and share buyback decision, both disclosed on 2026-10-19; details are in the filings.
- Foreign ownership has risen to 39.1% from 38.4% over 60 days, while institutions have been net sellers over the last 20 days.
Data as of Oct 26, 2026 · written 16h ago
This is not financial advice.
Also known as: Hyundai-Rotem / 현대로템 / 064350 / KRX:064350
Source: KRX statistical information