LIG Defense&Aerospace (079550) Q3 2025 earnings summary

Executive summary

• Sales for FY25 3Q reached KRW 1,049.2 billion, up 41.7% year-over-year, driven by increased mass-production revenue in PGM, C41, and AEW sectors.

• Operating income for the quarter was KRW 89.6 billion, a 72.5% increase year-over-year, with an improved operating margin of 8.5%.

• Net income for the quarter was KRW 54.2 billion, up 33.1% year-over-year.

• The company operates as a leading defense contractor with a diversified product portfolio and strong R&D focus.

• Credit ratings were upgraded to AA (Stable) in October 2025, reflecting improved financial stability.

Financial highlights

• Cumulative sales for FY25 reached KRW 2,902.2 billion, a 37.6% increase year-over-year.

• Cumulative operating income was KRW 280.8 billion, up 67.1% year-over-year.

• Cumulative net income was KRW 237.6 billion, a 61.7% increase year-over-year.

• Gross profit for 2025 Q3 was KRW 497.7 billion, up from KRW 306.6 billion YoY.

• EPS for the period: KRW 11,394 (up from KRW 10,173 YoY).

Outlook and guidance

• Order backlog at the end of FY25 3Q was KRW 23.43 trillion, with new orders of KRW 438.5 billion in the quarter and KRW 6.2 trillion year-to-date.

• The company continues to focus on expanding R&D and overseas markets, with ongoing investments in production and R&D infrastructure.