1. About Cosmecca Korea

Cosmecca Korea is a specialized cosmetics OEM/ODM company supplying products to various domestic and international brands. It has grown steadily alongside the K-beauty wave and actively invests in R&D and ESG management.

2. H1 2025 Performance Analysis: The Good and The Bad

Cosmecca Korea recorded sales of KRW 161.7 billion and operating profit of KRW 23 billion in H1 2025, exceeding market expectations. These figures represent a 13% and 39% year-on-year increase, respectively. Robust sales growth and efficient cost management drove the improved performance.

However, net profit fell short of expectations at KRW 10.7 billion. Increased financial expenses, foreign exchange losses, and one-off expenses are cited as contributing factors. A thorough review of these factors is warranted.

3. Opportunities and Risks

  • Opportunities: Growth of K-beauty, increased R&D investment, strengthened ESG management, and secured global production bases.
  • Risks: Increased debt ratio, volatility in exchange rates and raw material prices, and intensifying competition.

4. Investment Perspective and Action Plan

Cosmecca Korea exhibits solid growth momentum, but certain risk factors exist. Consider the following when making investment decisions:

  • Identify the causes of the sluggish net profit.
  • Manage the debt ratio.
  • Prepare for exchange rate and raw material price fluctuations.

Seize investment opportunities through thorough analysis!