1. Key Takeaways from DI Dongil’s IR: What Happened?

On August 18, 2025, DI Dongil presented its Q2 2025 results and future business strategies to institutional investors. The core themes revolved around the underperformance of the textile division and the growth potential of the aluminum segment.

  • Textile Segment: Reported weak performance due to domestic market downturn, high interest rates, and inflation. Announced plans to strengthen inventory management and promotional activities.
  • Aluminum Segment: Announced plans for facility investments to strengthen its position in the secondary battery materials market. Shared plans for a new plant in Cheongju and capacity expansion in 2026.

2. Balancing Decline and Growth: Why Does It Matter?

While DI Dongil boasts a diversified business portfolio, the underperformance of its textile segment continues to negatively impact overall results. Conversely, the growth potential of the aluminum segment is attracting attention as a future growth driver. The direction of these two key factors will significantly influence DI Dongil’s corporate value.

3. Investment Strategy: What Should Investors Do?

Investors should carefully analyze the feasibility of the textile segment’s recovery plan and the aluminum segment’s growth strategy presented during the IR. Focus on these key points:

  • The concrete details of the textile segment’s profitability improvement strategy.
  • The potential for securing new growth drivers in the aluminum segment.
  • Plans for strengthening financial soundness and cost efficiency.
  • The company’s ability to respond to changes in the external economic environment.

4. Investor Action Plan

Thoroughly review the IR materials and related news. Adjust your investment strategy flexibly based on future earnings announcements and changes in market conditions.