企業プロフィール · Industrials

Samsung SDI

006400 · 韓国株
取引所
韓国株
国 / 地域
Korea
従業員数
13,072
公式サイト
www.samsungsdi.com
現在値
428,000
リアルタイム · 2026年7月27日
妥当買付価格
400,000
安全マージンの起点
ベイリー成長スコア
35/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 428,000 リアルタイム · 妥当な本源的価値レンジ内

総合バリュエーションレンジ · 保守的 200,000–300,000 / 妥当 380,000–520,000 / 楽観的 650,000–850,000。428,000 時点で 妥当な本源的価値レンジ内。

レポート公開時 503,000(2026年6月9日)

時価総額₩47.37兆
売上高(TTM)₩13.67兆
EBITDA₩4896.93億
純利益率-3.34%
ROE-2.57%
予想PER169.49
PEG12.29
52週レンジ₩165,900 – ₩723,000

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

Samsung SDI Co., Ltd. manufactures and sells batteries in South Korea, Europe, China, North America, Southeast Asia, and internationally. The company operates through Energy Solutions and Electronic Materials segments. It offers small-sized lithium ion batteries used in laptops, tablets, mobile phones, wearable devices, power banks, power tools, garden tools, vacuum cleaners, e-bikes, e-scooters, and ignition products; automotive batteries; and energy storage systems for use in residential, utility, commercial, UPS, and base transceiver station applications. In addition, the company provides electronic materials, including semiconductor products, such as spin-on hardmasks, spin-on dielectrics, and epoxy molding compounds; LCD products, such as polarizing films and color photo resist products; and OLED products comprising evaporation materials and thin film encapsulation products. Further, it manufactures and sells rechargeable battery raw materials; and invests in new technology venture business. Samsung SDI Co., Ltd. was incorporated in 1970 and is headquartered in Yongin-Si, South Korea.

沿革

Samsung SDI was incorporated in 1970, founded by Samsung Group in Suwon, South Korea, with origins in CRT display tubes (predecessor Samsung-NEC Co.). In 1999 it transformed into the secondary battery business and began mass-producing small lithium-ion batteries, and in 2008 it established an automotive battery division. In 2014 it acquired Cheil Industries' chemical business (electronic materials and polarizing film), forming a dual-track battery-plus-electronic-materials structure, then in 2015 divested the chemical segment to Lotte Chemical. CEO Choi Joo-sun took office in December 2024. The company is headquartered in Yongin-Si, South Korea.

業界での地位

Samsung SDI is Korea's largest comprehensive battery company and one of the world's top five lithium battery makers, operating through Energy Solutions (about 93% of revenue) and Electronic Materials (about 7%) segments. Within the lithium battery supply chain it sits at the cell-manufacturing and battery-system stage. In Q1 2026 its global EV battery installation share fell out of the top 10, at 5.3 GWh versus CATL's 40.7%. Samsung Electronics is its largest shareholder with a 19.58% stake.

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