Pond Group폰드그룹

Pond Group's reported revenue and profit have grown quickly since its 2024 listing, but the share price is well below its 52-week high.

Pond Group is a Korean apparel company that licenses overseas brands and sells through home shopping, online, department stores and its own stores, with production outsourced. Filings show trailing twelve-month revenue of ₩533B and operating income of ₩66B to H1 2026, up sharply from 2024 and 2025. The share price closed at ₩4,440 on 27 October 2026, about 39% below its 52-week high of ₩7,250.

What stands out

• Revenue rose from ₩369B in 2024 to ₩486B in 2025, a 31.7% increase, and trailing revenue reached ₩533B by H1 2026.
• Trailing operating margin is 12.4% and net margin is 7.4%, while the company's own fair value model gives a base value of ₩30,541, well above the current price; this is a model output, not a forecast.
• Borrowings of ₩136B exceed cash of ₩49B, and liabilities are 78.6% of equity.
• The stock is up 13.6% over three months but down 9.8% over one month and 9.5% over one year.
• Recent filings are mostly 5%+ holding reports, a related-party transactions filing and an interim dividend, with a 3.5% dividend yield listed; the data contains no news headlines.

What to watch

• Upcoming full-year or quarterly results, since the data does not state the next reporting date.
• Further 5%+ holding reports and the related-party transactions disclosed in September 2026.
• Debt levels relative to cash, and whether free cash flow of ₩48B keeps covering the dividend and borrowings.