LG CNSLG씨엔에스

LG CNS shows steady profit growth and a lower share price than its 52-week high, with no analyst targets in the data.

LG CNS, an IT services company listed on KOSPI, reported trailing twelve-month revenue of ₩6.29T and operating income of ₩554B to H1 2026, with an operating margin of 8.8%. The share price closed at ₩73,500 on 2026-10-26, well below its 52-week high of ₩153,300 but up 17.8% over one year. Its base-case DCF fair value in the data is ₩77,604, close to the current price.

What stands out

• Annual revenue grew from ₩5.61T in 2023 to ₩6.13T in 2025, with net income rising from ₩332B to ₩438B over the same period.
• Trailing net margin is 7.6% and ROE is 18.7%, while liabilities are 61.9% of equity and borrowings are ₩60B against cash of ₩565B.
• Trailing P/E is 14.8 and P/B is 2.3, with a 2.5% dividend yield; peers show a wide range, from Samsung SDS at 25.4x to Shinsegae Information & Communication at 6.1x.
• Recent filings include a major sales or supply contract (Oct 15 and Sep 22) and an advance earnings notice, and news covers an ISO 37301 compliance certification and an AI data center project in Indonesia.
• Over the last 20 days, institutions were net buyers of about ₩100B and retail investors were net sellers of about ₩102B; foreign ownership is 5.8%.

What to watch

• The full third-quarter results, following the advance earnings notice on Oct 15; a press report says Daishin Securities expects results about 5% above forecast, but that is a broker estimate, not company guidance.
• Follow-up on the major contract filings and the AI and cloud expansion, including the Indonesia data center project.
• The data does not include analyst ratings or price targets, and enterprise value/EBITDA is not available; the DCF fair value depends on an 8.7% discount rate assumption.