What Happened? Hyundai Glovis Announces Value-Up Plan
Hyundai Glovis announced its ‘2025 Hyundai Glovis Value-up Plan Implementation Status’ on September 17, 2025, outlining its plan to enhance shareholder value. The plan focuses on strengthening shareholder return policies and increasing capital efficiency, built upon the foundation of strong H1 2025 results.
Key Highlights: Enhanced Shareholder Return and Capital Efficiency
- TSR-Focused Management: Achieved 56.1% TSR as of the end of August 2025
- Strong H1 2025 Performance: Revenue KRW 14.7 trillion (+8% YoY), Operating Profit KRW 1 trillion (+26% YoY), Net Profit KRW 900 billion (+46% YoY)
- Enhanced Shareholder Return: Minimum 25% dividend payout ratio from 2025-2027, minimum 5% YoY increase in DPS
- Improved Capital Efficiency: Target average ROE of 15%+α from 2024-2030
- Strengthened ESG Management: Carbon neutrality target by 2045
Future Growth Drivers: New Businesses and ESG Management
Hyundai Glovis is also actively securing future growth drivers by expanding into new businesses like EV battery recycling and low-carbon energy transportation (LNG, ammonia, hydrogen), and by implementing smart logistics solutions. Furthermore, it is establishing a foundation for sustainable growth by strengthening ESG management.
Action Plan for Investors
Hyundai Glovis’s value-up plan could provide upward momentum for its stock price. However, investors should also consider risk factors such as macroeconomic volatility and dependence on the Hyundai Motor Group. Careful analysis of the plan’s execution and market conditions is crucial before making investment decisions.