Lotte World Food has recently revised its financial outlook upward, reflecting improved domestic cost structure and an India‑centric overseas expansion strategy. As of the 10th, the company raised its share price target from KRW 140,000 to KRW 165,000, while investors remain bullish on the stock.
The company’s second‑quarter results were striking: sales rose 8.6% year‑on‑year to ₩1.1557 trillion, and operating profit increased 88.5% (₩64.7 billion), with operating margin outperforming consensus by 35.2%.
Researcher Son Hyun‑jeong noted that domestic sales grew 3.3% to ₩859.8 billion, while operating profit surged 50.2% to ₩38.4 billion, indicating a clear improvement in operational efficiency. He added that overseas sales jumped 27.6% to ₩311.2 billion and operating profit climbed 132.5% to ₩29.6 billion; notably India sales increased 27.9% to ₩133.4 billion, continuing strong growth.
Son also warned that the latter half of the year may see an additional cost burden of about ₩40–50 billion from maintenance, product costs and currency adjustments, but anticipated that easing of production‑related costs (EPR) and domestic operational efficiencies would largely offset these pressures. He projected annual sales at 6.6% higher than the same period last year, reaching ₩4.496 trillion, with operating profit expected to rise 98.9% to ₩2.178 trillion.
In short, Lotte World Food’s recent financial performance underscores domestic and overseas operational efficiencies and accelerated growth in India, with investors likely to keep a close eye on future share price movements.