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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Lotte Energy Materials
Lotte Energy Materials (020150) investor relations material
Lotte Energy Materials Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 2026 revenue reached a quarterly record of KRW 2,897억, up 49.2% QoQ and 101.6% YoY, on increased shipments to North American ESS and OEM customers.
EBITDA remained positive at KRW 56억; net income turned positive at KRW 704억, including a KRW 1,111억 gain on disposal of an investment.
Financial highlights
Revenue was KRW 2,897억; operating loss was KRW 213억, versus losses of KRW 169억 in Q2 2026 and KRW 343억 in Q3 2025.
Q3 EBITDA was KRW 56억, with a 1.9% margin; net income was KRW 704억, with a 24.3% margin.
Disposal gain supported the net-income turnaround; Q3 profit before tax was KRW 622억.
Outlook and guidance
Q4 sales are expected to continue rising as North American ESS and EV demand accelerates; Malaysia Plant 6 was slated for early operation by year-end to meet demand.
2027 priorities include full production across Malaysia Plants 1–6, normalized product pricing, and long-term supply agreements with circuit-foil customers.
2027 circuit-foil sales targeted 100% YoY growth, with HVLP expected to exceed 50% of circuit-foil sales; HVLP 3 and 4 approvals and expanded supply were priorities.
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Latest events from Lotte Energy Materials
- Q2 2026 revenue rose 21.5%, but H1 losses continued as global expansion accelerated.020150
Q2 2026 - Profitability rebounded in Q1 2026 as net income turned positive and diversification advanced.020150Q1 2026
- Record Q2 revenue and a return to profit, with global expansion and strong cash reserves.020150Q2 2024
- Q3 2024 revenue and profit fell, but Elecfoil expansion and North America growth are underway.020150Q3 2024
- Q4 2024 saw losses from weak demand, but 2025 expects recovery via cost and product innovation.020150Q4 2024
- Q1 2025 posted steep losses amid revenue drop, but recovery is expected as inventories normalize.020150Q1 2025
- Q2 2025 revenue rose 22% YoY, but H1 saw losses; HiSTEP and global expansion target recovery.020150Q2 2025
- Q3 2025 revenue and profit fell sharply, with growth targeted in AI, ESS, and overseas markets.020150Q3 2025
- Revenue rebounded in Q4 2025, but losses deepened; 2026 targets recovery via Al Elecfoil and ESS.020150Q4 2025
Next Lotte Energy Materials earnings date
Q4 202610 Mar, 2027
Lotte Energy Materials
Next Lotte Energy Materials earnings date
Q4 202610 Mar, 2027
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