1. KPF H1 2025 Earnings: What Happened?

KPF announced consolidated revenue of KRW 191.1 billion, operating profit of KRW 10 billion, and net income of KRW 4 billion for H1 2025 in its semi-annual report released on August 14, 2025. These figures represent a slight decrease compared to the same period last year.

2. Analysis of Earnings Fluctuations: Why These Results?

The main reasons for this decline are analyzed to be exchange rate fluctuations and increased financial costs. However, the marine cable segment maintained solid growth thanks to the recovery of the shipbuilding industry, and the fastener and auto parts businesses are steadily expanding. Furthermore, KPF continues its efforts to secure new growth engines such as entering the North American market.

3. Core Business Segment Analysis: Where are the growth drivers?

  • Marine Cables: Steady growth is expected due to its global market share leadership and the increasing demand for eco-friendly vessels.
  • Fasteners: Growth momentum is being secured through production expansion in Vietnam and entry into the wind power market.
  • Auto Parts: KPF is establishing future growth engines by entering the European market with its Chinese subsidiary and expanding into the robotics and electric vehicle sectors, based on its quality competitiveness.

4. Investment Strategies and Risk Management: How should you invest?

In the short term, the announced earnings may not have a significant impact on the stock price, but in the mid-to-long term, attention should be paid to the growth of the marine cable market, the success of the North American market entry, and the performance of new business investments. However, careful investment decisions are required considering risk factors such as a global economic slowdown, volatility in raw material prices, and intensifying exchange rate fluctuations.