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Samsung SDI (006400) investor relations material
Samsung SDI Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Oct, 2025
Executive summary
Q3 2025 revenue was KRW 3.1 trillion, down 4% sequentially and 22.5% year-over-year, with an operating loss of KRW 591 billion and net income of KRW 5.7 billion due to gains from the polarizer film business sale.
Sale of the polarizer film business completed, generating KRW 1.1 trillion in cash and improving financial stability.
Battery business revenue declined 5% sequentially and 23% year-over-year, mainly due to sluggish EV battery sales and tariff impacts on ESS; electronic materials revenue rose 6% sequentially, driven by OLED and semiconductor materials.
Major supply agreements were signed for over 110 GWh of EV batteries, and the first round of a Korean government-led ESS project was awarded.
Financial highlights
Q3 operating loss was KRW 591 billion; pre-tax loss was KRW 430 billion, but net income was positive due to a one-time gain from the polarizer film business sale.
Gross margin fell to 5.5% in Q3 2025 from 8.8% in Q2 2025 and 19.3% in Q3 2024.
EBITDA turned negative at KRW -77 billion, compared to KRW 114 billion in Q2 2025 and KRW 589 billion in Q3 2024.
Assets increased to KRW 42.2 trillion, liabilities decreased to KRW 18.7 trillion, and equity rose to KRW 23.5 trillion, aided by FX translation effects.
Q3 CapEx was KRW 499 billion, with a cumulative 2025 total of KRW 2.3 trillion.
Outlook and guidance
EV and ESS battery demand expected to grow in Q4 due to seasonality, but U.S. EV demand may slow from subsidy expiration and tariff uncertainties.
Plans to maximize EV sales in EU, start US local ESS sales, and expand into new flagship smartphone and semiconductor material markets.
U.S. ESS market projected to expand, driven by AI electricity demand and renewables; local production and government programs to support growth.
Small battery demand for power tools may slow, but IT device demand remains firm; semiconductor wafer production and OLED panel markets expected to grow.
For 2026, U.S. EV battery demand growth will be limited, while Europe will see stronger demand; ESS and electronic materials businesses expected to offer growth opportunities.
LFP/mid-nickel EV battery development status?
US ESS capacity target and prismatic advantage?
BBU market share and growth outlook?
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Next Samsung SDI earnings date
Q4 202522 Jan, 2026
Next Samsung SDI earnings date
Q4 202522 Jan, 2026
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Frequently asked questions
Samsung SDI Co., Ltd. is a global manufacturer and distributor of batteries and electronic materials. The company's offerings are centered around two primary pillars: green energy and cutting-edge materials. Samsung SDI is known for its production and distribution of rechargeable batteries for a variety of applications, including electric vehicles (EVs), IT devices, and Energy Storage Systems (ESS). The company is headquartered in Yongin, South Korea, and its shares are listed on the Korea Exchange.
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