LS Materials Wins KRW 68.8B Ultracapacitor Supply Contract
Predicted impact: Medium· Actual: +7.1% vs sector, volume 2.8× normal (5 trading days)
68.8 billion won ultracapacitor contract, about 6.6% of market value.
LS MaterialsLS머트리얼즈
417200 · KOSDAQ · ₩417200 · LS머트리얼즈
₩11,630▼ ₩750 (6.06%)End-of-day · Oct 29, 2026 · End-of-day prices.
Price · 1Y −4.52%
- Market cap
- ₩787B
- Enterprise value
- ₩794B
- P/E
- 656.8×
- P/B
- 4.3×
- Dividend yield
- 0.2%
- ROE
- 0.7%
- Net margin
- 0.7%
Trailing 12 months from filed financial statements, as of H1 2026. Dividend yield: the 2025 dividend per share from the annual report ÷ today's price.
52-week range−64.5% from the high
₩8,700Today: ₩11,540 – ₩12,280₩32,725
Returns
- 1W−16.5%
- 1M−10.9%
- 3M+28.9%
- 6M−61.3%
- YTD−4.5%
- 1Y−4.5%
- Volume today
- 880,851
- 0.3× the 20-day average
- Traded today
- ₩10B
- Listed shares
- 67,652,659
- EPS (12 months)
- ₩18
- Earnings yield 0.2%
AI research · InitiationLS Materials: Rising Revenue, Near-Zero Profit and a Large Supply ContractThe evidence is mixed.Read the full report →
Upcoming dates
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Why is it moving?
−6.1% on Oct 29, 2026.
- • Foreign investors bought a net ₩756M that day
We found no news, filing or broker report explaining it yet. Moves without news happen; it may come later.
Possible reasons, not certainties. Not financial advice.
Signals
Quiet- BuzzQuietBuzz 27 of 100 (50 is a normal day for this stock).
- MomentumWeak-11.1% over the last month; the price is below its 20-day average.
Signals describe activity, not recommendations. Not financial advice.
Leveraged ETF flows
Estimated leveraged-ETF rebalance on Oct 29: sell ₩246M at the close (0.6% of 20-day average trading value)
On its 28 biggest days of the last 60 (moves of 3%+), the estimated pressure averaged 7.4% of trading value and pointed the same way 20 of 28 times.
- 2× KODEX KOSDAQ150 Leverage −₩171M
- -1× KODEX KOSDAQ150 Futures Inverse −₩42M
- 2× TIGER KOSDAQ150 Leverage −₩21M
- 2× RISE KOSDAQ150 Futures Leverage −₩8.1M
- -1× TIGER KOSDAQ150 Futures Inverse −₩1.4M
Mostly via futures: index funds hedge with KOSPI 200 / KOSDAQ 150 futures, spread here over the index's largest members by market value.
Final after the close. An intraday "if the close were now" estimate needs real-time prices, which we don't have yet.
Estimate based on ETF size and daily moves; actual trades may differ.
ETFs holding this
All ETFs →Held by 11 funds.
- KODEX KOSDAQ1500.3%
- KODEX KOSDAQ150 Leverage2×0.3%
- TIGER KOSDAQ1500.3%
- RISE KOSDAQ1500.3%
- TIGER KOSDAQ150 Leverage2×0.3%
- ACE KOSDAQ 1500.3%
- KIWOOM KOSDAQ1500.3%
- SOL KOSDAQ1500.3%
Estimated from the funds' index or underlying stock.
LS Materials stock overview
LS Materials (LS머트리얼즈, KRX: 417200) is listed on KOSDAQ, in the Electronic components sector. LS Materials' subsidiary-level business covers two main areas. Its shares closed at ₩11,630 on Oct 29, 2026, down 6.06% on the day, giving it a market value of ₩787B.
Key facts
- Market cap
- ₩787B
- Sector
- Electronic components
- Latest price change
- −6.06%
- As of
- Oct 29, 2026
- Main business
- LS Materials' subsidiary-level business covers two main areas.
Quick answers about LS Materials
- What does LS Materials do?
- LS Materials' subsidiary-level business covers two main areas. Its UC division produces medium and large ultracapacitor cells and modules, used in wind turbine pitch control, industrial AGV power, trams, smart grids and electric vehicles. Its aluminum division, operated through the subsidiary LS Ars Co.
- What is the market cap of LS Materials?
- The market capitalisation of LS Materials was ₩787B at the close on Oct 29, 2026.
- Who are the largest shareholders of LS Materials?
- According to the latest official filings, the largest reported holders are KB-VC Ilho Investment (4.96%, as of Jul 23, 2025); National Pension Service (2.74%, as of Dec 31, 2025); VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (0.86%, as of Jul 31, 2026).
- When is the next earnings report from LS Materials?
- Korean companies rarely announce results dates in advance. Based on when LS Materials filed the same report in past years, its next 3q results is expected around Nov 14, 2026.
- Does the National Pension Service own LS Materials?
- Yes. The National Pension Service held 2.74% of LS Materials shares as of Dec 31, 2025.
Company profile
LS Materials' subsidiary-level business covers two main areas. Its UC division produces medium and large ultracapacitor cells and modules, used in wind turbine pitch control, industrial AGV power, trams, smart grids and electric vehicles. Its aluminum division, operated through the subsidiary LS Ars Co. (LS Alsco), makes aluminum products such as automotive parts materials, profiles, billets and rods, and a landscape materials division supplies bridge cladding, canopies and public infrastructure projects. Production facilities are located in Anyang and Gunpo in Gyeonggi Province and Gumi in North Gyeongsang Province.
Written by AI from the company's latest annual report.
- Korean name
- LS머트리얼즈
- Sector
- Electronic components
- Business group
- LS
- CEO
- 홍영호
- Founded
- Jan 2021
- Listed
- Dec 2023
- Listed shares
- 67,652,659
- Fiscal year ends
- Month 12
- Website
- —
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Recent news
LS Materials Wins $51.5 Million Order for AI Data Center Power Systems
Predicted impact: Low· Actual: +7.1% vs sector, volume 2.8× normal (5 trading days)
Same contract family as the ₩68.8B ultracapacitor deal; about $51.5M, small versus market value.
LS머트리얼즈, 美기업에 690억원 규모 UC 공급
Predicted impact: Medium· Actual: +7.1% vs sector, volume 2.8× normal (5 trading days)
69 billion won supply deal, about 6.6% of market value; revenue figure unknown.
Recent filings
See all- Major sales or supply contractOct 13, 2026
- Disclosure on Large Business Group Status [Quarterly Disclosure (For Individual Company)]Aug 27, 2026
- Half-year report (Jun 2026)Aug 14, 2026
- Matters Concerning Payment Amounts by Payment Method and Payment Period, and Dispute Mediation BodiesAug 14, 2026
- Amended: Annual report (Dec 2025)Jun 4, 2026
Titles in Korean until English translations are added.
Also known as: LS Materials / LS머트리얼즈 / 417200 / KRX:417200
Source: KRX statistical information