1. DKT Q2 2025 Earnings: Key Highlights
DKT reported revenue of KRW 118.8 billion and operating profit of KRW 8.2 billion in Q2 2025. This represents a 37.4% and 228% increase, respectively, compared to Q1.
2. What Drove the Improved Performance?
- Easing impact of the smartphone market’s off-season and resolution of Samsung Display’s flagship model launch delay
- Continued growth in the automotive segment
- Stabilization of raw material prices and efficient cost management
3. Market Conditions and DKT’s Performance
While high interest rates persisted in the US and Europe, South Korea slightly lowered its base rate. Raw material prices and exchange rates stabilized compared to Q1. These factors collectively influenced DKT’s performance.
4. Key Takeaways for Investors
- Positive Factors: Increased revenue and operating profit, stabilized raw material prices
- Negative Factors: Continued market uncertainty, undisclosed net profit
The future recovery of the smartphone market and continued growth in the automotive segment will be key factors determining DKT’s growth. Further analysis is needed after the disclosure of net profit. Risk analysis related to transactions with BH, the largest shareholder, is also crucial.