1. What Happened? Daeho AL’s 2025 Half-Year Report Analysis

Daeho AL demonstrated remarkable performance in the first half of 2025, with operating profit increasing by 73.65% despite a decrease in sales. Improved profitability through cost control and SG&A efficiency stands out. The company is also focusing on securing future growth engines by diversifying its aluminum sheet demand into advanced industries such as electric vehicles and ESS, and pursuing various new businesses including clean ventilation systems and battery materials.

2. Why These Results? Analyzing the Background and Causes of Performance Changes

The main drivers of the operating profit increase are efficient cost control and SG&A reduction. However, the overall slowdown in the aluminum plate industry led to a decrease in sales. New businesses are still in their early stages and will take time to generate visible results. External factors such as exchange rate fluctuations, interest rate hikes, and management changes are also impacting performance.

3. What’s Next? Future Outlook and Investment Strategies

In the short term, investors should be mindful of stock price fluctuations due to exchange rate and interest rate volatility. In the medium to long term, the success of new businesses and maintaining competitiveness in the aluminum sheet business are key. The growth of businesses related to electric vehicles and ESS materials is a notable point. Securing management stability is also a crucial factor.

4. Investor Action Plan: Key Investment Points and Precautions

  • Core Business Competitiveness: Investors need to pay attention to how Daeho AL maintains its competitiveness amidst intensifying competition in the aluminum sheet market.
  • New Business Growth Potential: Continuous monitoring is required to identify which of the various new businesses can generate actual results.
  • Macroeconomic Variables: The impact of macroeconomic variables such as exchange rate and interest rate fluctuations on Daeho AL’s performance needs constant monitoring.
  • Management Stability: Considering past management changes and shareholder disputes, it is essential to confirm whether management stability has been secured.