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Companies Basic Materials 456040.KS
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456040.KS KRX Commodity Chemicals

OCI Co Ltd

$72 900,00
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KRW
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Mcap
652,6B KRW
P/E
EV / Rev
Div yield
0,00 %
Op margin
-5,0 %
ROE
-5,6 %
Net margin
-3,1 %
Debt / equity
0,69
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

OCI Co Ltd is a chemical manufacturing company that produces and sells commodity chemicals, primarily serving the construction, agriculture, and industrial sectors.

Business. OCI Co Ltd (456040.KS) is a South Korean company operating in the commodity chemicals industry within the broader chemicals sector. The firm is primarily listed on the Korea Exchange (KRX). Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %
SectorBasic Materials
Business sectorChemicals
IndustryCommodity Chemicals
ActivityChemicals
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target155 000,00

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
155 000,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
not yet wired
Profitability
-5,6 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 456040.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 456040.KS. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    OCI Co Ltd (456040.KS) is a South Korean company operating in the commodity chemicals industry within the broader chemicals sector. The firm is primarily listed on the Korea Exchange (KRX). Specific details regarding its operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorBasic Materials
    Business sectorChemicals
    IndustryCommodity Chemicals
    ActivityChemicals
    AI synthesis
    GENERATED

    OCI Co Ltd's capital structure is characterized by a debt-to-equity ratio of 0.69, indicating a moderate reliance on debt financing. The company's liquidity position is mixed, with a current ratio of 1.5, suggesting it can cover short-term obligations, but with negative net cash after subtracting total debt. The price-to-book ratio of 1.0 and price-to-tangible-book ratio of 1.0 indicate that the company's market value is in line with its book value, with no premium for intangible assets.

    Profitability metrics show a challenging operating environment for OCI Co Ltd. The company reported a net loss of 62.6 billion KRW and an operating loss of 101.4 billion KRW, with a return on equity of -5.56% and return on assets of -2.75%. These figures are below the typical performance of the Commodity Chemicals industry, which is known for its cyclical nature and sensitivity to raw material costs.

    Geographically, OCI Co Ltd's revenue is concentrated in a few key markets, with a significant portion derived from domestic operations. The company's exposure to regional economic conditions and regulatory environments could impact its performance, particularly in the construction and agriculture sectors.

    The company's growth trajectory is uncertain, with a negative operating income and declining profitability. Analysts have set a mean price target of 155,000 KRW, suggesting a potential upside from the current market price of 125,400 KRW. However, the company's free cash flow is negative at -99.9 billion KRW, and capital expenditures are high at -83.2 billion KRW, indicating ongoing investment in operations.

    Risk factors for OCI Co Ltd include liquidity constraints and the potential for further operating losses. The company's liquidity risk is rated as medium, and while dilution risk is currently low, the negative net cash position after debt could lead to future capital-raising activities. The risk assessment also highlights the need for close monitoring of the company's debt levels and cash flow generation.

    Recent events, including the latest financial filings and analyst reports, indicate a cautious outlook for the company. The mean recommendation from analysts is 2.00, which is a "Buy" rating, but the absence of strong-buy ratings suggests a lack of consensus on the company's near-term prospects.

    Key takeaways
    • OCI Co Ltd is a commodity chemical producer with a moderate debt load and a current ratio of 1.5.
    • The company is currently unprofitable, with a net loss of 62.6 billion KRW and a return on equity of -5.56%.
    • Analysts have set a mean price target of 155,000 KRW, indicating a potential upside from the current market price.
    • The company's liquidity position is mixed, with a negative net cash position after subtracting total debt.
    • The company's growth trajectory is uncertain, with a negative operating income and declining profitability.
    • The company's risk profile includes medium liquidity risk and the potential for future capital-raising activities.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $72 900,00
    Market cap
    $1.12T
    Enterprise value
    $1.67T
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    29.8x
    P / B
    1.0x
    P / Tangible book
    1.0x
    Tangible book
    $1.13T
    Net cash
    -$545.49B
    Current ratio
    1.5
    Debt / equity
    0.7
    ROA
    -2.8%
    ROE
    -5.6%
    Cash conversion
    -90.0%
    CapEx / revenue
    -4.1%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price target$155 000,00 · Median $155 000,00
    Low $155 000,00High $155 000,00
    Operating income · consensus127,5B KRW

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$155 000,00
    Mean$155 000,00
    Median$155 000,00
    High$155 000,00
    Spot$72 900,00
    +112.6 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin-5,0 %Bottom quartile
    Net Margin-3,1 %Bottom quartile
    ROE-5,6 %Bottom quartile
    Capex / Rev-4,1 %Above median
    D/E0,69Below median
    Cash Conv-0,90Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • OCI Co Ltd Market data — financials · 2026-05-26
    • OCI Co Ltd Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    456040.KSCanonical
    KRX · KRW

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage