1. Overview of Hanwha Systems’ Q2 2025 Earnings Call

The July 30th earnings call will include the release of Q2 financial results and a Q&A session. Market attention will likely focus on the continued growth of the defense sector, potential recovery of the ICT segment, and plans to reduce the debt-to-equity ratio.

2. Q3 Report Highlights: Opportunities and Threats

The Q3 report revealed Hanwha Systems’ steady growth driven by strong performance in the defense sector (revenue of KRW 430.2 billion and order backlog of KRW 8.4275 trillion). However, declining sales in the ICT segment and a high debt-to-equity ratio of 111.32% could hinder future growth. External factors such as exchange rate fluctuations, interest rate changes, rising raw material prices, and the possibility of a global economic downturn also warrant attention.

3. Key IR Discussion Points and Investment Strategies

  • Earnings: Exceeding market expectations could create upward momentum for the stock price, while disappointing results could lead to a decline.
  • Debt-to-Equity Ratio: The concreteness and feasibility of plans to reduce this ratio will significantly impact investor confidence.
  • Risk Management: Hanwha Systems’ strategy for managing external risks, including exchange rate, interest rate, and raw material price fluctuations, will be crucial in alleviating investor uncertainty.
  • ICT Sector Growth Strategy: The ability to secure new growth drivers for the ICT segment is vital for long-term investment prospects.

4. Investor Action Plan

Post-IR, investors should re-evaluate their strategies based on the disclosed information and competitor analysis. Continuous monitoring of stock price movements and seeking expert advice when necessary are recommended.