1. Kolmar Korea IR Event: What Happened?

Kolmar Korea presented its current business status and future vision at an IR event held at the Kiwoom Corporate Day on September 18, 2025. Following the release of positive first-half results, investor interest in the event was high.

2. Solid Fundamentals: Why Pay Attention?

According to the 2025 semi-annual report, Kolmar Korea showed stable growth in cosmetics ODM, packaging, pharmaceuticals, and H&B business segments. The steady performance of the cosmetics business and the growth of HK innoN’s pharmaceutical business were particularly noteworthy. Achieving sales of KRW 1.3839 trillion and operating profit of KRW 133.4 billion, the company improved profitability and maintained sound financial health.

  • Cosmetics: Continued growth through innovative R&D and response to vegan/derma cosmetics market
  • Packaging: Expected synergy through Yeonwoo’s design and eco-friendly technology
  • Pharmaceuticals: ‘K-CAB’ centered portfolio and securing a new drug pipeline
  • H&B: Diversification of portfolio in line with changes in the health functional food/beverage market trends

3. Impact of the IR Event and Investment Strategy

This IR event is expected to have a positive impact on corporate value reassessment and investor confidence. However, as uncertainties in macroeconomic variables exist, investors should make cautious investment decisions by comprehensively considering the IR presentation content and market conditions.

4. Action Plan for Investors

Carefully analyze IR materials and understand the company’s future strategies through the management’s presentation. It’s also crucial to review the company’s strategies for responding to macroeconomic volatility, such as fluctuations in exchange rates, interest rates, and oil prices, and incorporate this understanding into your investment decisions.