1. Pamsco Q2 Earnings: What Happened?
On August 13, 2025, Pamsco released its H1 2025 report, announcing preliminary earnings of KRW 382.7 billion in revenue, KRW 16.9 billion in operating profit, and KRW 43.3 billion in net profit. These figures significantly surpassed market expectations, with the substantial increase in net profit being particularly noteworthy.
2. Behind the Strong Performance: Why the Improvement?
The improved profitability compared to 2024 is attributed to strong Q2 performance. The removal of loss factors from the 2024 financial statements, along with stable operations in the existing feed and livestock business, contributed positively. Furthermore, the anticipation surrounding the newly launched fragrance business is attracting investor attention.
3. Future Outlook and Investment Strategy: What Should Investors Do?
Could Pamsco’s strong Q2 earnings mark the beginning of a turnaround? While positive signs exist, investors should consider several factors. The success of the new fragrance business, past financial burdens, and macroeconomic uncertainties remain potential risks. Therefore, investors interested in Pamsco should continuously monitor the performance of the new business, the company’s efforts to secure financial soundness, and changes in macroeconomic indicators.
4. Action Plan for Investors
- Continuously monitor the progress of Pamsco’s fragrance business and its market competitiveness.
- Carefully analyze future financial statements to assess changes in debt ratios and financial soundness.
- Keep a close watch on the impact of macroeconomic indicator changes, such as raw material prices and exchange rate fluctuations, on Pamsco’s performance.