--- title: "2026 guidance targets revenue of 9.6 trillion KRW (+1.8%) and an OPM in the low 4% range, with the… — 현대차증권 — DecisionGateway" description: "statement by 현대차증권, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1d93d-775f-7d3f-bf5d-352fa558d17a" meta: "og:description": "statement by 현대차증권, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "2026 guidance targets revenue of 9.6 trillion KRW (+1.8%) and an OPM in the low 4% range, with the… — 현대차증권 — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) 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**](https://dgw.tmarket.io/actors/01a1d932-6310-7a5a-b231-0d6923a65b47). Statements are as reported by the cited publishers — not verified by DecisionGateway. > *2026년 가이던스 매출액 9.6조원(+1.8%), OPM 4% 초반 목표* hmsecresearchPublished 2026-11-01 [ Read source](https://t.me/hmsecresearch/6148) [**현대차증권 dossier **](https://dgw.tmarket.io/actors/01a1d932-6310-7a5a-b231-0d6923a65b47) ## **Discussion** ## **Related claims** [**2026 consolidated revenue is forecast at 4.5459 trillion KRW and operating profit at 1.263 trillion KRW.**하나증권 · prediction](https://dgw.tmarket.io/claims/01a1ceb7-a45b-7998-be7c-50de98f3da82) [**The 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 · prediction](https://dgw.tmarket.io/claims/01a1d94e-fc32-7640-aeb5-a6d888a7b8c5) [**Cumulative 3Q26 new orders reached 7.6 trillion KRW, 56% of the annual target, with electrified components at 76% of the mix.**현대차증권 · statement](https://dgw.tmarket.io/claims/01a1d93d-774a-73e0-a9fa-ea798ac0b6ab) [**3Q26 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 · prediction](https://dgw.tmarket.io/claims/01a1d940-b964-7f8f-a4e8-3f73af4b3371) [**4Q26 실적은 매출액 1,667억원(YoY +92.2%, QoQ +74.9%), 영업이익 308억원(YoY +233.7%, QoQ +110.8%, OPM 18.5%)으로 전망된다.**윤동욱 · prediction](https://dgw.tmarket.io/claims/01a1d939-b573-7de4-8e4b-16075b91ae49) [**KT'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](https://dgw.tmarket.io/claims/01a1d4b4-187d-7e5e-b45c-a52a85fbab81) ## **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) [**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) [**Investment opinion BUY maintained; target price lowered 8.5% to 54,000 KRW.**statement](https://dgw.tmarket.io/claims/01a1d93d-770b-7433-bbff-f1c80020af83) [All claims by 현대차증권](https://dgw.tmarket.io/claims?claimant_id=01a1d932-6310-7a5a-b231-0d6923a65b47) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 4,000+ Telegram channels — every claim cited. 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