--- title: "3Q26F 코스메카코리아 연결 기준 매출액은 2,475억원(+35.7%yoy), 영업이익 272억원(+0.1%yoy, OPM 11.0%)로 시장 컨센서스를 하회하는 실적을… — 현대차증권 — DecisionGateway" description: "prediction by 현대차증권, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1d934-66cf-7918-9832-842321fe0519" meta: "og:description": "prediction by 현대차증권, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "3Q26F 코스메카코리아 연결 기준 매출액은 2,475억원(+35.7%yoy), 영업이익 272억원(+0.1%yoy, OPM 11.0%)로 시장 컨센서스를 하회하는 실적을… — 현대차증권 — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) prediction # **3Q26F 코스메카코리아 연결 기준 매출액은 2,475억원(+35.7%yoy), 영업이익 272억원(+0.1%yoy, OPM 11.0%)로 시장 컨센서스를 하회하는 실적을 기록했다.** A prediction by [**현대차증권**](https://dgw.tmarket.io/actors/01a1d932-6310-7a5a-b231-0d6923a65b47). Statements are as reported by the cited publishers — not verified by DecisionGateway. > *3Q26F 코스메카코리아 연결 기준 매출액은 2,475억원(+35.7%yoy), 영업이익 272억원(+0.1%yoy, OPM 11.0%)로 시장 컨센서스를 하회하는 실적 기록* hmsecresearchPublished 2026-11-08 [ Read source](https://t.me/hmsecresearch/6162) [**현대차증권 dossier **](https://dgw.tmarket.io/actors/01a1d932-6310-7a5a-b231-0d6923a65b47) ## **Discussion** ## **Related claims** [**국내(코스메카코리아) 매출은 2,011억원(+54.9%yoy), 영업이익 234억원(+61.3%yoy, OPM 11.6%)을 기록했다.**현대차증권 · prediction](https://dgw.tmarket.io/claims/01a1d934-66e4-784f-bda0-7ab88a42682f) [**3Q26 연결 기준 매출액은 263억원(YoY +165%), 영업이익은 12억원(YoY 흑자전환, OPM +4.7%)으로 흑자전환을 달성함과 동시에 컨센서스를 상회할 것으로 예상.**김종배 · prediction](https://dgw.tmarket.io/claims/01a1d94f-9eac-7c36-824a-4f51211121d8) [**3Q26 한국콜마 연결 기준 매출액은 8,282억원(+21.3%yoy), 영업이익은 819억원(+40.4%yoy, OPM 9.9%)로 시장기대치를 하회하는 실적을 시현했다.**현대차증권 하희지 · statement](https://dgw.tmarket.io/claims/01a1d934-2237-71fc-a6aa-a26acd725c60) [**3Q26 연결 매출은 3,774억원(YoY+4.2%), 영업이익은 378억원(YoY-31.3%, OPM 10.0%)을 기록했다.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1ceb7-cf4c-740f-8c01-a0a75d6b5dcb) [**4Q26 실적은 매출액 1,667억원(YoY +92.2%, QoQ +74.9%), 영업이익 308억원(YoY +233.7%, QoQ +110.8%, OPM 18.5%)으로 전망된다.**윤동욱 · prediction](https://dgw.tmarket.io/claims/01a1d939-b573-7de4-8e4b-16075b91ae49) [**Cosmecca Korea's revenue grew 4x from 2021 to 2026, averaging 32% annual growth, exceeding Cosmax (CAGR 21%) and Korea Kolmar (CAGR 25%).**하나증권 유통/화장품 박종대 · statement](https://dgw.tmarket.io/claims/01a1ceb1-9618-7a5c-ae26-cf54c06a4ee8) ## **More claims by 현대차증권** [**The next-generation platform order from a US EV OEM expected in 3Q has slipped to early 2027, and 3rd-generation humanoid robot mass production may be delayed versus the 2028 guidance.**prediction](https://dgw.tmarket.io/claims/01a1d93d-7771-7fe8-8ff2-0b8086d02659) [**2026 guidance targets revenue of 9.6 trillion KRW (+1.8%) and an OPM in the low 4% range, with the 2026 order target set at 13.0 trillion KRW (2025 orders 11.9 trillion KRW).**statement](https://dgw.tmarket.io/claims/01a1d93d-775f-7d3f-bf5d-352fa558d17a) [**Cumulative 3Q26 new orders reached 7.6 trillion KRW, 56% of the annual target, with electrified components at 76% of the mix.**statement](https://dgw.tmarket.io/claims/01a1d93d-774a-73e0-a9fa-ea798ac0b6ab) [**3Q26 revenue was 2.3 trillion KRW (-0.0% yoy, -7.0% qoq) and net profit attributable to owners was -47.1 billion KRW (turn to loss yoy and qoq).**statement](https://dgw.tmarket.io/claims/01a1d93d-772b-7a46-a36e-111d93942be1) [**The target price applies the past 3-year average P/E band of 11.9x and 12-month forward EPS of 4,695 KRW (previously 4,885 KRW), considering entry into the Physical AI value chain including robotaxi and robotics actuators.**statement](https://dgw.tmarket.io/claims/01a1d93d-7719-700c-8dc5-07d1ef2f2eef) [All claims by 현대차증권](https://dgw.tmarket.io/claims?claimant_id=01a1d932-6310-7a5a-b231-0d6923a65b47) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 4,000+ Telegram channels — every claim cited. 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