OPmobility stock targets lighting growth with Hyundai Mobis deal

Published on 10/04/2026 at 20:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

OPmobility stock was last at EUR 11.80 on October 2, 2026, after a Hyundai Mobis lighting deal worth KRW 600 billion. H1 revenue reached EUR 5.202 billion.

Industriehalle mit Kunststoff-Karosserieteilen eines Automobilzulieferers, Fotorealismus — Industrieanlage zeigt Automobilzulieferer OPmobility SE (Plastic Omnium), ISIN FR0000121253, mit Kunststoffbauteilen und Fertigungshallen, Illustration mit AI erstellt.

OPmobility stock (ISIN FR0000124570) was last at EUR 11.80 on Euronext Paris on October 2, 2026 at 5:35 p.m. CEST, up 0.85 percent from the prior session. The main company event is a lighting acquisition: WebDisclosure reported on September 30, 2026 that OPmobility had agreed to acquire 100 percent of Hyundai Mobis' lighting activity for an enterprise value of KRW 600 billion.

Lighting deal adds scale

The transaction covers the complete lighting activity and is targeted for completion in the second half of 2027, subject to antitrust and regulatory approvals. Reuters reported on September 30, 2026 that the deal is intended to offset weakness in OPmobility's European business as the company expands in North America and Asia.

Hyundai Mobis' lighting activity generated KRW 2.5 trillion in revenue in 2025 and had a positive operating margin, according to the WebDisclosure release. The business operates five plants in South Korea, China, Mexico and the Czech Republic.

H1 figures show operating base

OPmobility's H1 2026 figures provide the operating benchmark for the deal. Ideal Investisseur cited revenue of EUR 5.202 billion, EBITDA of EUR 488 million, an EBITDA margin of 9.4 percent and net income of EUR 102 million for the period. The revenue figure was more than 10 times the EBITDA figure, while the margin linked the acquisition story to an existing industrial platform rather than a standalone expansion plan.

The same report said management aimed to improve operating margin, net income attributable to the group, free cash flow and net debt in 2026 compared with 2025. That comparison makes the transaction's debt impact important: the company said the acquisition should not materially alter its deleveraging strategy on a pro forma basis.

Next sales date is October 21

MarketScreener lists October 21, 2026 as the date for OPmobility's Q3 2026 sales and revenue release. That report should provide the next quantified check on demand and on the integration path for the lighting business.

Stock remains below yearly high

OPmobility stock was last at EUR 11.80 on Euronext Paris on October 2, 2026. Its 52-week range was EUR 11.64 to EUR 18.16, placing the last price EUR 6.36 below the yearly high and EUR 0.16 above the low.