1. What Happened?: Paru’s H1 2025 Earnings Decline

Paru reported sales of KRW 12.92 billion (a 31.8% decrease YoY), an operating loss of KRW -2.281 billion (shifting to a loss), and a net loss of KRW -3.091 billion (widening loss) for the first half of 2025. The poor performance is primarily attributed to the sluggish solar business and increased SG&A expenses.

2. Why Did This Happen?: Market Conditions and Profitability Issues

  • Domestic Solar Market Slump: Intensified competition and cost structure issues are hindering profitability.
  • Global Solar Market Slowdown: Export performance remains weak due to the impact of the global economic downturn.
  • Increased SG&A Expenses: Aggressive business expansion has led to a surge in selling, general, and administrative expenses.

3. What’s Next?: Short-term/Long-term Outlook and Challenges

In the short term, profitability improvement, cash flow management, and overseas market performance are crucial variables. A turnaround through sales growth and cost reduction is urgent.

In the long term, growth in the hygiene solutions business, securing new growth engines, and continuous R&D investment to strengthen technological competitiveness are necessary.

4. What Should Investors Do?: Proceed with Caution

Paru is currently facing a serious management crisis. The poor performance and financial deterioration are likely to negatively impact the stock price. Investors should carefully examine the company’s turnaround strategy and maintain a cautious and conservative investment approach.