Samsung SDI JH

Latest Results (13.11.2025):

Samsung SDI JH announced its Q3 2025 financial results, reporting revenue of KRW 3.05 trillion and an operating loss of KRW 591.3 billion. Despite a revenue decline compared to both the previous quarter and last year, the company turned a net profit gain of KRW 5.7 billion due to strategic shifts in its business, notably the discontinuation of the polarizer film business.

Financial Performance Overview

For Q3 2025, Samsung SDI JH saw its revenue decline by 4% from the previous quarter and by 22.5% year-on-year, with operating losses recorded at KRW 591.3 billion. However, the net profit surged to KRW 5.7 billion, primarily due to gains from discontinuing the polarizer film line.

Battery & Electronic Materials Business

The battery segment generated KRW 2.82 trillion, registering a decline of 4.8% quarter-on-quarter and 23.2% year-on-year, and experienced a widened operating loss of KRW 630.1 billion due to slower EV battery sales and tariff impacts on ESS products. In contrast, the electronic materials unit achieved KRW 231.8 billion in revenue with a 17.6% surge in operating profit to KRW 38.8 billion despite a modest revenue contraction compared to the prior year.

Business Highlights

During Q3 2025, Samsung SDI JH made significant strides by securing multiple global contracts exceeding 110 GWh in battery orders for both EVs and ESS, and by winning major government-led ESS supply projects. The introduction of innovative products such as the Samsung Battery Box 1.7 and SBB 2.0 underscores its commitment to next-generation U.S. market products and local manufacturing efforts.

Fourth Quarter Outlook

Looking ahead to Q4 2025, Samsung SDI JH anticipates improved earnings fueled by energy storage and European EV market growth. The company is set to bolster its ESS strategy by expanding production capacity in the U.S., including local manufacturing of NCA and LFP batteries, thereby reinforcing its long-term growth initiatives in a dynamic global market.