Hyundai Rotem stock fell 3.52 percent as Q2 margins weakened

Published on 10/07/2026 at 02:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Hyundai Rotem stock stood at KRW 112,400 on October 6, 2026, 2.1 percent above its 52-week low. Q2 revenue rose 13.3 percent, while operating profit declined 9.7 percent.

Hyundai Rotem, KR7064350002, Illustration mit AI erstellt.

Hyundai Rotem stock (ISIN KR7064350002) was last at KRW 112,400 on the Korea Exchange on October 6, 2026, at 3:30 p.m. KST, down 3.52 percent from the prior close. The immediate investor issue is the contrast between a record backlog and weaker quarterly profitability.

Revenue grows as profit declines

According to KDReview in its September 23, 2026 report, Hyundai Rotem generated KRW 1.606 trillion in consolidated revenue in Q2 2026, up 13.3 percent from the prior-year quarter.

The same Q2 period produced KRW 232.4 billion in operating profit, down 9.7 percent year over year, while first-half revenue reached KRW 3.0635 trillion, up 18.1 percent. The result shows that higher sales did not translate into higher operating profit during the quarter.

Backlog reaches KRW 30.4046 trillion

Hyundai Rotem's order backlog stood at KRW 30.4046 trillion at the end of Q2 2026, according to KDReview. The figure passed KRW 30 trillion for the first time and included KRW 19.867 trillion in Rail Solutions and KRW 9.8197 trillion in Aerospace, Defense, Robotics and Hydrogen.

That mix gives the backlog greater weight than the headline revenue increase. It supports future production visibility, but the 9.7 percent operating-profit decline shows that order volume and near-term margin conversion remain separate measures.

Consensus target stays above market

Simply Wall St reported on October 6, 2026, that the average price target had been reduced 7.7 percent to KRW 287,895 from KRW 312,050, based on 20 analysts. The consensus target was 139 percent above the cited prior closing price of KRW 120,500.

The current market quotation places Hyundai Rotem 2.1 percent above its 52-week low of KRW 110,100 and below the 52-week high of KRW 282,000. The market capitalization was KRW 12.3 trillion, with volume of 395,395 shares on October 6, 2026.

Hyundai Rotem stock faces an earnings checkpoint

Hyundai Rotem stock is scheduled to receive its next reported checkpoint on October 19, 2026, when third-quarter results are due, according to Simply Wall St. For investors, the key comparison will be whether backlog conversion can support revenue while operating profit recovers from the Q2 decline.