LS Electric, KR7010120004

LS Electric stock gained 3.82 percent as NH keeps target

Published on 10/07/2026 at 00:53 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

NH Investment kept its Buy rating and KRW 325,000 target for LS Electric on October 6, 2026. Q2 revenue rose 32.2 percent year over year to KRW 1.58 trillion.

LS Electric, KR7010120004, Illustration mit AI erstellt.

LS Electric (ISIN KR7010120004) was last at KRW 217,500 on the KRX on October 6, 2026, up 3.82 percent from the prior close. The move followed a fresh analyst view that kept the company tied to the expanding North American data center power market.

NH Investment keeps its target

According to Newspim on October 6, 2026, NH Investment maintained a Buy rating and a KRW 325,000 price target. The target was unchanged from KRW 325,000 in the prior report dated July 24, 2026, while the current price leaves the target 49.4 percent above the October 6 quote.

The same analyst report projects Q3 2026 revenue of KRW 1.7 trillion, up 43 percent year over year, and operating profit of KRW 207.6 billion, up 106 percent. The forecast exceeds the cited consensus operating-profit estimate of KRW 188.0 billion, making execution in power equipment and infrastructure the key test for the valuation.

Q2 revenue rises 32.2 percent

LS Electric reported Q2 2026 revenue of KRW 1.58 trillion, a 32.2 percent year-over-year increase, and operating profit of KRW 179 billion, according to ATS View. Net income reached KRW 116 billion, while the operating margin stood at 11.3 percent.

The operating trend gives the analyst forecast a concrete base, but the expected Q3 acceleration still depends on delivery timing and margin conversion. LS Electric's latest North American order adds a second measurable support: Yonhap News Agency reported on October 1, 2026, that the company secured a KRW 180 billion contract to supply 345-kilovolt transformers for a U.S. hyperscale AI data center project scheduled for completion by 2030.

Consensus remains above the quote

MarketScreener listed a Buy consensus from 23 analysts, with an average target of KRW 275,813.22 and a last close of KRW 204,500 on September 11, 2026. Against the October 6 quote, that average target is 26.8 percent higher.

The market capitalization was KRW 32.4 trillion on October 6, 2026, and volume reached 531,745 shares. The 52-week range was KRW 58,100 to KRW 335,000, placing the latest quote below the yearly high while retaining a substantial gap to the upper end of the range.

LS Electric stock stays below its yearly high

LS Electric stock was last at KRW 217,500 on the KRX on October 6, 2026. Its next valuation signal is the conversion of North American orders and the Q3 forecast into reported margins.