statement
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).
A statement by 현대차증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
2026년 가이던스 매출액 9.6조원(+1.8%), OPM 4% 초반 목표
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2026 consolidated revenue is forecast at 4.5459 trillion KRW and operating profit at 1.263 trillion KRW.하나증권 · predictionThe analyst forecasts 2026 annual revenue of 607.1 billion won (YoY +40.4%) and operating profit of 130.0 billion won (YoY +256.0%, OPM 21.4%).현대차증권 반도체소부장/로보틱스 윤동욱 · predictionCumulative 3Q26 new orders reached 7.6 trillion KRW, 56% of the annual target, with electrified components at 76% of the mix.현대차증권 · statement3Q26 revenue is expected at 691억원 (YoY -45.8%) with an operating loss of -263억원, in line with estimates, as the absence of new titles accelerates declines in both PC and mobile.현대차증권 인터넷/게임 최승호 · prediction4Q26 실적은 매출액 1,667억원(YoY +92.2%, QoQ +74.9%), 영업이익 308억원(YoY +233.7%, QoQ +110.8%, OPM 18.5%)으로 전망된다.윤동욱 · predictionKT's 2026 revenue is forecast at 27,680.5 billion won, operating profit at 2,005.1 billion won, and operating margin at 7.2%.analyst report · prediction
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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.predictionCumulative 3Q26 new orders reached 7.6 trillion KRW, 56% of the annual target, with electrified components at 76% of the mix.statement3Q26 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).statementThe 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.statementInvestment opinion BUY maintained; target price lowered 8.5% to 54,000 KRW.statement
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