LG Energy, KR7373220003

LG Energy Solution passes Samsung rival: KRW 97.46 trillion puts LG Energy Solution stock fifth

Published on 10/19/2026 at 09:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

LG Energy Solution signed a 240,000-tonne deal on October 8, 2026. Shinhan kept a KRW 500,000.00 target for LG Energy Solution stock.

Supply and earnings drive context

LG Energy Solution signed a 240,000-tonne lithium supply agreement on October 8, 2026.
Third-quarter revenue reached KRW 9.6434 trillion, up 59.00 percent year over year.
Market value reached KRW 101.1 trillion on October 19, 2026.

LG Energy, KR7373220003, Illustration mit AI erstellt.

LG Energy Solution (ISIN KR7373220003) became South Korea's fifth-largest company by market value at KRW 97.46 trillion on October 19, 2026, after overtaking Samsung Electro-Mechanics. According to Seoul Economic Daily, LG Energy Solution traded at KRW 417,000.00 at 10:05 a.m. KST, up 3.47 percent from the previous session.

Three dated moves shape the stock

On October 8, 2026, LG Energy Solution announced a binding agreement to receive 240,000 dry metric tonnes of spodumene concentrate from Elevra Lithium over four years. The company said the material would come from an operational Canadian mine and support its North American energy storage system supply chain, according to LG.

Also on October 8, 2026, preliminary third-quarter revenue reached KRW 9.6434 trillion, up 59.00 percent year over year, while operating profit rose 25.70 percent to KRW 756.00 billion. Yonhap News Agency reported that operating profit was 122.80 percent above the average estimate.

On October 19, 2026, the stock's market value reached KRW 101.1 trillion in the finance quote, while the reported KRX value at 10:05 a.m. KST was KRW 97.46 trillion. The difference reflects the separate timestamps rather than a single market-capitalization snapshot.

What does the lithium deal change?

The agreement adds a concrete raw-material input to the company's North American expansion. LG Energy Solution said it operates five standalone and joint-venture facilities in the region, while its Canadian NextStar Energy project carries more than CAD 5 billion in investment and is expected to create up to 2,500 direct jobs at full-scale production, according to LG.

Analyst target and reporting date

Shinhan Investment kept a KRW 500,000.00 target on October 8, 2026, according to the report carried by Nate. The target was paired with expectations for stronger energy storage system orders and improved profitability.

The next reporting date is November 3, 2026, when LG Energy Solution is scheduled to publish its third-quarter results, according to the company's website at LG Energy Solution.

Stock valuation after the ranking shift

LG Energy Solution's 52-week KRX range was KRW 290,500.00 to KRW 527,000.00. The latest structured quote put the stock at KRW 432,000.00 on October 19, 2026 at 3:30 p.m. KST, giving investors a direct market measure alongside the stronger third-quarter operating figures.