[Click e-Stock] "Samsung SDI, Full-Fledged Earnings Improvement Expected in Q4"

On September 22, KB Securities predicted that Samsung SDI's third-quarter performance this year would meet market expectations.

KB Securities estimated that Samsung SDI would post sales of 3.29 trillion won and an operating loss of 318.7 billion won in the third quarter. Compared to the same period last year, sales are expected to increase by 1%, while operating profit is projected to turn into a loss.

Lee Changmin, a researcher at KB Securities, explained, "Since the business environment has not changed significantly, overall performance is expected to be similar to the second quarter," adding, "Electronic materials are likely to see slight improvement compared to the previous quarter due to seasonal peak demand."

He continued, "Profitability for energy storage systems (ESS) will inevitably deteriorate due to higher tariffs in the United States," and added, "The prismatic electric vehicle (EV) battery segment, which continues to underperform, is also unlikely to see a meaningful rebound from the previous quarter because of the suspension of operations at the U.S. SPE plant."

Lee analyzed, "A full-fledged rebound in performance is expected in the fourth quarter of this year," and said, "We anticipate improvement in the prismatic EV battery segment as shipments to European customers recover." He also emphasized, "By converting the EV battery production line at the U.S. SPE plant to ESS production, the company will be able to ease its fixed cost burden."

This content was produced with the assistance of AI translation services.