Samsung SDI вернулась к прибыли во II квартале на фоне роста продаж аккумуляторов
Ключевые выводы
- •Samsung SDI во втором квартале получила чистую прибыль 471,6 млрд вон, сменив убыток 166,7 млрд вон годом ранее.
- •Выручка выросла на 18,5% в годовом выражении до 3,76 трлн вон, а операционная прибыль составила 203,8 млрд вон против операционного убытка 397,8 млрд вон ранее.
- •Результаты существенно превзошли ожидания рынка: аналитики, опрошенные Yonhap Infomax, в среднем прогнозировали чистую прибыль 105,7 млрд вон.
- •Спрос на накопители энергии сетевого масштаба стал особенно сильным драйвером роста наряду с улучшением спроса на аккумуляторы для EV по мере завершения распродажи запасов в отрасли.
- •Samsung SDI строит совместный с Stellantis аккумуляторный завод в Индиане с запуском производства в 2025 году и планирует второй завод в США для поставок на рынок EV в Северной Америке в соответствии с требованиями U.S. Inflation Reduction Act.
Samsung SDI reported a sharp return to profitability in the second quarter, posting net income of 471.6 billion won ($327 million) and reversing a loss of 166.7 billion won recorded in the same period a year earlier.
The Suwon-based battery and electronic materials manufacturer, a subsidiary of the Samsung Group, disclosed its results in a regulatory filing on Thursday. Operating income for the April–June quarter came in at 203.8 billion won, a significant improvement from an operating loss of 397.8 billion won a year ago. Revenue climbed 18.5 percent year-on-year to 3.76 trillion won.
The earnings exceeded market expectations. The average analyst estimate for second-quarter net profit had been 105.7 billion won, according to a survey conducted by Yonhap Infomax, the financial data arm of Yonhap News Agency.
Samsung SDI is one of the world's leading manufacturers of lithium-ion batteries, supplying prismatic and cylindrical cells for electric vehicles (EVs), energy storage systems (ESS), and consumer electronics. The company ranks among the top global battery producers alongside China's CATL and BYD and Korea's LG Energy Solution and SK On. It also produces electronic materials, including semiconductor materials and OLED components. It is listed on the Korea Exchange under the ticker 006400.
The company's return to profit follows a challenging period marked by weak EV battery demand and inventory adjustments across the global battery supply chain. Rivals LG Energy Solution and SK On also reported sequential earnings improvements in recent quarters, reflecting a broader recovery pattern across the Korean battery industry as destocking runs its course. The second-quarter results suggest improving conditions as Samsung SDI benefits from growing demand for both EV and ESS batteries, with grid-scale energy storage emerging as a particularly strong driver amid global expansion of renewable power capacity.
Samsung SDI is constructing a joint-venture battery plant with Stellantis in Kokomo, Indiana, targeting production start in 2025, and has announced plans for a second U.S. plant, positioning the company to supply the North American EV market under the supply-chain requirements of the U.S. Inflation Reduction Act.