South Korea · Delayed Price · Currency is KRW Samsung SDI Earnings Call Transcripts
Fiscal Year 2025
-
Q2 2025 saw a sequential revenue increase but continued losses due to weak EV battery demand and tariff impacts. Management expects a gradual recovery, with a return to profit in Q4, driven by small battery and electronic materials growth.
-
Q1 2025 saw revenue drop 34% YoY and an operating loss, mainly from weak battery demand and tariff risks. ESS and Electronic Materials segments showed resilience, with ESS targeting over 20% annual growth and new investments supporting long-term expansion.
Fiscal Year 2024
-
Q4 2024 saw a sharp revenue and profit decline due to weak demand and one-off costs, but ESS battery sales hit a record high. The company expects gradual recovery from Q2 2025, with reduced CAPEX and a focus on technology and efficiency. No dividends are planned through 2027.
-
Q3 2024 saw revenue and profit declines due to weak battery demand and discontinued operations, but ESS and OLED materials segments showed growth. Strategic JVs, new product launches, and regulatory tailwinds are expected to drive recovery and long-term growth.