[Click eStock] "Hyundai Mobis, High Revenue Growth Potential Until 2025... Target Price Up"
[Asia Economy Reporter Oh Ju-yeon] NH Investment & Securities stated that Hyundai Mobis is expected to see long-term external growth and improvement in operating profit margin in its module division due to the expansion of its electrification business. They emphasized the need to focus investment decisions on the sales growth potential through the electrification business rather than short-term profitability.
According to NH Investment & Securities on the 31st, the proportion of Hyundai Mobis's electrification sales is expected to increase from 7.4% (KRW 2.8 trillion) in 2019 to 30.8% (KRW 16.2 trillion) by 2025. Hyundai Motor Group's eco-friendly vehicle sales target for 2025 is approximately 1.65 million units. Despite the expected decline in internal combustion engine sales, the expansion of the electrification business is analyzed as a factor that can enhance Hyundai Mobis's external growth and visibility of profitability improvement. Accordingly, the consolidated sales for 2025 are estimated at about KRW 52.5 trillion, operating profit at KRW 4.1 trillion, and operating profit margin at 7.8%.
Researcher Cho Su-hong explained, "From the second half of 2020, the global electric power vehicle market is expected to enter a long-term acceleration growth phase," adding, "From 2021, the introduction of Hyundai Motor Group's dedicated electric vehicle platform (E-GMP) has also been in full swing, raising expectations for the mid- to long-term growth potential of Hyundai Mobis, a core parts supplier for Hyundai Motor Group's electrification."
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Researcher Cho said, "Due to the high scalability of the electrification-related business, Hyundai Mobis has the highest external growth potential among the three Hyundai Motor Group companies until 2025," maintaining a 'Buy' investment opinion and raising the target stock price from the previous KRW 290,000 to KRW 370,000.
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