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Amorepacific (090430) investor relations material
Amorepacific Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Revenue rose 11.1% year-over-year to 1.0 trillion KRW, with both domestic and overseas businesses contributing to growth.
Operating profit surged 1673.4% year-over-year to 73.7 billion KRW, driven by improved profitability in both domestic and overseas segments.
Net income dropped 92.9% year-over-year to 37.6 billion KRW, impacted by a significant decrease in other income.
Financial highlights
Gross profit margin improved by 2.1 percentage points to 72.6% due to stricter promotion control and enhanced brand mix.
Marketing expenses decreased 11% year-over-year, reflecting company-wide cost optimization.
Personnel expenses increased 10% year-over-year due to performance-based incentives.
Commission expenses rose 13% year-over-year, linked to higher domestic travel retail sales.
Outlook and guidance
Continued focus on premiumization and global expansion, with strong momentum in travel retail and e-commerce channels.
Ongoing restructuring and cost control measures expected to support profitability, especially in Greater China.
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