SJM Co., Ltd

SJM Co., Ltd

KKRX:123700
3,155.00
KRW
-30.00
(-0.94%)
1,051.26EPS
2.75P/E
49.39BMarket Cap
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
11,729.3
10,067.04
11,556.02
11,325.33
10,459.77
9,947.46
10,108.17
8,900.29
9,346.37
11,566.05
12,745.55
12,939.38
12,908.36
13,138.41
Basic EPS, GAAP
981
926
1,401
961
363
267
438
172
285
316
1,128
1,333
777
1,152.42
Free Cash Flow per Basic Share
1,205.5
398.24
1,092.17
580.48
207.43
137.7
936.1
1,240.2
-783.24
257.48
934.87
1,045.8
1,686.82
1,932.45
Dividend per Share
141.27
200
233.07
261.96
233.5
158.69
130.12
163.11
340.67
272.87
121.41
197.3
199.84
230.98
Book Value per Share
7,896.51
8,378.51
9,107.75
10,177.12
10,281.72
10,106.71
10,621.32
10,466.23
11,131.95
11,352
12,162.31
13,948.6
14,855.22
15,965.43
Tangible Book Value per Share
7,853.53
8,335.22
9,060.56
10,138.35
10,168.89
9,976.73
10,504.15
10,355.19
10,176.62
10,474.99
11,363.35
13,239.29
14,366.66
15,506.99
Basic Weighted Avg Shares
16
16
16
16
16
16
16
16
16
16
16
16
16
16
Sales/Revenue/Turnover
183,092
157,097
180,300
176,789
163,096
155,259
157,732
138,669
145,726
180,238
198,880
201,912
201,415
205,135
Operating Margin (%)
10.97
12.86
12.98
8.1
5.15
0.48
4.09
4.9
5.31
3.93
6.65
7.05
5.62
5.25
Depreciation Expense
5,092
4,403
4,476
5,041
3,412
6,399
8,145
7,844
7,550
7,724
7,079
8,017
7,577
7,883
Net Income, GAAP
15,313
14,450
21,859
15,001
5,660
4,167
6,835
2,680
4,444
4,924
17,601
20,801
12,124
17,993
Effective Tax Rate (%)
25.58
31.71
26.12
25.75
43.29
51.85
33.88
45.9
53.94
58.13
24.8
22.62
25.78
24.36
Profit Margin (%)
8.36
9.2
12.12
8.49
3.47
2.68
4.33
1.93
3.05
2.73
8.85
10.3
6.02
8.77
Working Capital
80,917
89,375
103,884
113,804
105,472
103,823
111,331
114,699
118,459
123,292
136,591
166,584
180,306
193,310
LT Debt
- -
- -
- -
- -
- -
- -
4,526
10,324
11,483
9,129
4,020
5,589
4,108
3,828
Total Equity
129,523
137,910
153,496
168,672
170,000
166,440
174,998
173,647
185,724
187,187
198,935
227,310
240,182
258,095
Return on Invested Capital (%)
11.33
10.02
11.68
6.56
2.8
0.21
2.44
1.98
1.84
1.46
4.8
4.88
3.42
3.21
Return on Capital (%)
10.74
9.47
13.43
9.3
3.34
2.73
3.65
0.76
2.26
2.66
9.14
9.66
5.77
7.94
Return on Common Equity (%)
12.75
11.38
16.02
9.97
3.55
2.62
4.23
1.63
2.64
2.81
9.59
10.21
5.39
7.7

Capital Structure

KRW

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
5,590
5,747
5,248
LT Borrowings
232
209
185
LT Finance Leases
3,876
3,941
3,643
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
16
16
16
Market Capitalization
58,596
54,461
49,390

Working Capital

KRW

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
214,826
226,956
236,513
Cash, Cash Equivalents & STI
96,014
107,271
108,667
Accounts Receivable, Net
50,344
50,202
50,214
Inventories
60,064
61,291
68,109
Total Current Liabilities
34,520
42,542
43,203
Payables & Accruals
- -
- -
- -
ST Debt
5,590
5,747
5,248
Deferred Revenue
- -
- -
- -

Growth Rates

KRW

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
4.69%
6.79%
5.66%
Free Cash Flow
50.79%
8.13%
61.28%
Net Income, GAAP
19.38%
62.11%
-41.71%
Sales/Revenue/Turnover
1.54%
8.08%
-0.25%
Total Cash Common Dividend
7.4%
19.48%
1.28%

Quarterly Revenue

KRW

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
51,028
52,481
50,340
48,064
201,912
2025
53,233
48,685
49,972
49,526
201,415
2026
53,106
52,531
- -
- -
- -

Quarterly Earnings Per Share

KRW

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
353
364
-1
616.33
1,333
2025
309
125
335
7.56
777
2026
420.64
389
- -
- -
- -

Quarterly Dividends Per Share

KRW

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
21.04
175.13
0.7
0.49
197.3
2025
24.35
164.15
10.95
0.43
199.84
2026
14.61
204.68
- -
- -
- -

Company Description

CEO
Hwi-Joong Kim
Full Time Employees
287
Sector
Producer manufacturing
Industry
Auto parts: OEM
Address
20, Byeolmang-ro Ansan-si GY South Korea 15599
IPO Date
May 31, 2010
Business
SJM Co., Ltd. manufactures and sells automotive and industrial flexible products, including expansion joints, hoses, and couplings, primarily serving the automobile, shipbuilding, power generation, petrochemical, and new energy sectors in South Korea and internationally. Founded in 1975 and headquartered in Ansan-si, South Korea, the company, formerly known as Sung Jin Machinery Co., Ltd. until its name change in November 1996, offers a comprehensive range of core products such as welded parts; conventional, self-supporting, thermal compensating, EGR, turbo noise decoupling, truck, and industrial engine flex tubes; LNG carrier, FSRU, FPSO, bunkering, re-gasification unit, dual fuel engine, tank, and terminal expansion joints; gas and steam turbine, HRSG-casing, inlet/outlet non-metal bellows, BFPT-duct, condenser inlet/outlet, cooling water, utility piping-rubber hoses, flexible hoses, and fittings; petrochemical applications including styrene monomer, FCC residue fluid catalytic cracking units, naphtha cracking centers, aromatics, carbon black delayed cokers, propane dehydrogenation, purified terephthalic acid, sulphuric acid regeneration, and heat exchangers; pump connectors, bellows types, slip joints, multi and CB joints; MTU components; water supply and sewage products; new mobility solutions for electric and fuel cell electric vehicles; and high-tech products for aerospace, hyper-speed transportation, and nuclear fusion powerplants. Geographically, SJM operates through subsidiaries and joint ventures including SJM NA Inc. in the United States, SJMFLEX Morocco SARL AU in Morocco, SJM Japan Office in Japan, SJMFLEX de Mexico de RL de CV in Mexico, SJM GmbH in Germany, SJM FLEX (Malaysia) Sdn. Bhd. in Malaysia, SJM FLEX SA (Pty) Ltd. in South Africa, Shanghai SJM in China, and Changsha and Yantai corporations in China. Recent developments include the acquisition of startup MH Technologies, an electric vehicle cooling solution firm, in December of an earlier year followed by a joint venture SJMH EV in the subsequent May; establishment of a Morocco subsidiary in the same May; a joint venture with MH in January; TISAX certification acquisition in December; AS/EN 9100 certification in June; ISO 45001 certification in August; joining the UN Global Compact in May; IATF 16949 certification in February; CI change in September; independent Mexico subsidiary in March; Japan office in May; and successful localization of LNG carrier expansion joints along with U-Stamp certification from the American Society of Mechanical Engineers.