1. Hyundai’s Q2 2025 Performance: Driven by EV Sales
Hyundai Motors reported impressive Q2 2025 results, with revenue reaching ₩482.87 trillion and operating profit at ₩36.02 trillion, both surpassing market forecasts. Strong sales of new electric vehicle (EV) models and success in the US market were key drivers. The launch of models like the Ioniq 5 N and Ioniq 9, along with the company’s transition to a ‘Smart Mobility Solution Provider,’ are paying off.
2. Key Strengths and Potential Risks
- Strengths:
- Robust sales and global market expansion
- Strengthened EV lineup and technological competitiveness
- Investments in future growth drivers, including hydrogen technology
- Solid financial position (total equity of ₩121 trillion)
- Risks:
- Net profit slightly below market expectations (requires further analysis)
- Intensifying competition in the EV market and global economic uncertainty
3. Investment Outlook: Positive Long-Term View
Hyundai’s strong performance and future growth potential make it an attractive long-term investment. However, investors should closely monitor factors such as the reasons for the slightly lower net profit, increasing EV market competition, and global economic headwinds. Careful analysis of new EV model sales performance, new business investments, and shareholder return policies is crucial for adjusting investment strategies.