What Happened?
Kolmar Korea held an IR session on September 25, 2025, at the Daishin Cosmetic Corporate Day. The company presented its key business performance and answered investor questions. This IR played a crucial role in enhancing transparency and strengthening communication with investors.
Key Takeaways from the IR Session
Kolmar Korea’s core business is cosmetics ODM, but it is diversifying its portfolio into pharmaceuticals, packaging, and H&B. Recent strategic moves include the acquisition of Kolmar UX and expansion into solar power. The IR session highlighted these diversification strategies, R&D investments, and future growth plans.
Market Outlook and Investment Strategies
The investment outlook for Kolmar Korea remains neutral following the IR session. While short-term stock price volatility is possible depending on market reactions, the company’s fundamentals are expected to remain stable. Long-term growth potential exists based on its solid business foundation and R&D capabilities, but investors should consider risks like the changing global economic environment and intensifying competition. Careful analysis of the IR session details, particularly information regarding new growth engines, overseas strategies, and ESG management plans, is crucial for informed investment decisions. Continuous monitoring of macroeconomic factors and industry competition is also recommended.