---
title: "EWLK 주요 고객사의 전년 동기 높은 실적 기여에 따른 기저 효과로 외형이 감소하고 환율 변동에 따라 이익도 감소했다. — 현대차증권 — DecisionGateway"
description: "prediction by 현대차증권, recorded recently — verbatim quote and source citation."
canonical_url: "https://dgw.tmarket.io/claims/01a1d934-672b-7836-a841-e07d7d5e72d0"
meta:
  "og:description": "prediction by 현대차증권, recorded recently — verbatim quote and source citation."
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  "og:image:alt": "White network of connected nodes crossed by a timeline on black"
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  "og:title": "EWLK 주요 고객사의 전년 동기 높은 실적 기여에 따른 기저 효과로 외형이 감소하고 환율 변동에 따라 이익도 감소했다. — 현대차증권 — DecisionGateway"
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> Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt)

prediction

# **EWLK 주요 고객사의 전년 동기 높은 실적 기여에 따른 기저 효과로 외형이 감소하고 환율 변동에 따라 이익도 감소했다.**

A prediction by [**현대차증권**](https://dgw.tmarket.io/actors/01a1d932-6310-7a5a-b231-0d6923a65b47). Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *EWLK 주요 고객사 전년 동기 높은 실적 기여에 따른 기저 효과로 외형 감소 및 환율 변동에 따른 이익 또한 감소.*

hmsecresearchPublished 2026-11-08 [ Read source](https://t.me/hmsecresearch/6162)

[**현대차증권 dossier **](https://dgw.tmarket.io/actors/01a1d932-6310-7a5a-b231-0d6923a65b47)

## **Discussion**

## **Related claims**

[**엘앤에프는 3Q26에 영업손실 265억원으로 적자전환했으며, 재고평가손실 426억원과 환율 손실 220억원이 반영됐다.**미래에셋 김철중 · statement](https://dgw.tmarket.io/claims/01a1ccda-ca25-7b8f-80c4-1a4fa687b02b) [**엘앤에프의 2026년 3분기 영업이익은 예상치 20억 원 대비 1425% 낮다.**cjdbj · statement](https://dgw.tmarket.io/claims/01a1cceb-aa90-769c-8dfb-8b23ccdf9151) [**엘앤에프의 2026년 1분기 실적은 매출 7,396억 원, 영업이익 1,173억 원, 순이익 -653억 원이다.**cjdbj · statement](https://dgw.tmarket.io/claims/01a1cceb-aafb-7db2-a301-8df934c8ec9f) [**엘앤에프의 2026년 2분기 실적은 매출 8,850억 원, 영업이익 208억 원, 순이익 529억 원이다.**cjdbj · statement](https://dgw.tmarket.io/claims/01a1cceb-aadd-736d-88f2-37de3901843d) [**Overseas discount stores, e-commerce and 하이마트 weighed on results, but rising profit contribution from 롯데리츠 sustained the company-wide earnings turnaround.**하나증권 유통/화장품 박종대 · statement](https://dgw.tmarket.io/claims/01a1cea6-4a94-7408-9866-38cef2ae66f9) [**국내 할인점 기존점 매출 rose 18% YoY, helped by a low consumption-coupon base, the Chuseok timing gap, and the effect of 홈플럼스's business suspension.**하나증권 유통/화장품 박종대 · statement](https://dgw.tmarket.io/claims/01a1cea6-4a66-7c73-aa18-62941564e9fb)

## **More claims by 현대차증권**

[**The next-generation platform order from a US EV OEM expected in 3Q has slipped to early 2027, and 3rd-generation humanoid robot mass production may be delayed versus the 2028 guidance.**prediction](https://dgw.tmarket.io/claims/01a1d93d-7771-7fe8-8ff2-0b8086d02659) [**2026 guidance targets revenue of 9.6 trillion KRW (+1.8%) and an OPM in the low 4% range, with the 2026 order target set at 13.0 trillion KRW (2025 orders 11.9 trillion KRW).**statement](https://dgw.tmarket.io/claims/01a1d93d-775f-7d3f-bf5d-352fa558d17a) [**Cumulative 3Q26 new orders reached 7.6 trillion KRW, 56% of the annual target, with electrified components at 76% of the mix.**statement](https://dgw.tmarket.io/claims/01a1d93d-774a-73e0-a9fa-ea798ac0b6ab) [**3Q26 revenue was 2.3 trillion KRW (-0.0% yoy, -7.0% qoq) and net profit attributable to owners was -47.1 billion KRW (turn to loss yoy and qoq).**statement](https://dgw.tmarket.io/claims/01a1d93d-772b-7a46-a36e-111d93942be1) [**The target price applies the past 3-year average P/E band of 11.9x and 12-month forward EPS of 4,695 KRW (previously 4,885 KRW), considering entry into the Physical AI value chain including robotaxi and robotics actuators.**statement](https://dgw.tmarket.io/claims/01a1d93d-7719-700c-8dc5-07d1ef2f2eef)

[All claims by 현대차증권](https://dgw.tmarket.io/claims?claimant_id=01a1d932-6310-7a5a-b231-0d6923a65b47)

[All claims](https://dgw.tmarket.io/claims)

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```

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