1. What Happened? Key Takeaways from the 2025 Half-Year Report

Selim B&G reported revenue of KRW 11.6 billion in the first half of 2025, but operating profit and net profit remained stagnant at KRW 0 and KRW 0.1 billion, respectively. While revenue exceeded expectations, profitability fell short. The stagnation of its core vacuum forming business and increased operating expenses are identified as primary reasons for the profit decline.

2. Why These Results? A Segment-by-Segment Analysis

The vacuum forming segment faces challenges due to slowing market growth and intensified competition. Conversely, the eco-friendly segment shows growth driven by government policy support and the ESG trend. The newly launched robotics business, though in its early stages, holds high growth potential.

  • Vacuum Forming: Market saturation and increased competition
  • Eco-friendly: Government support and ESG trend (Positive)
  • Robotics: Early stage, high growth potential

3. What’s Next? Future Outlook and Investment Strategy

Selim B&G’s future hinges on the success of its eco-friendly and robotics ventures. If these new businesses can generate stable profits, the company’s value could significantly increase. However, failure to address the sluggish core business and financial difficulties could limit growth.

4. What Should Investors Do? Action Plan

Investors should closely monitor the performance of Selim B&G’s new businesses and its efforts to improve its financial structure. The expansion of the eco-friendly segment, market penetration of the robotics business, and the securing of financial stability will be crucial factors in investment decisions.