---
title: "국내(코스메카코리아) 매출은 2,011억원(+54.9%yoy), 영업이익 234억원(+61.3%yoy, OPM 11.6%)을 기록했다. — 현대차증권 — DecisionGateway"
description: "prediction by 현대차증권, recorded recently — verbatim quote and source citation."
canonical_url: "https://dgw.tmarket.io/claims/01a1d934-66e4-784f-bda0-7ab88a42682f"
meta:
  "og:description": "prediction by 현대차증권, recorded recently — verbatim quote and source citation."
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  "og:image:alt": "White network of connected nodes crossed by a timeline on black"
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  "og:title": "국내(코스메카코리아) 매출은 2,011억원(+54.9%yoy), 영업이익 234억원(+61.3%yoy, OPM 11.6%)을 기록했다. — 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

# **국내(코스메카코리아) 매출은 2,011억원(+54.9%yoy), 영업이익 234억원(+61.3%yoy, OPM 11.6%)을 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.

> *국내(코스메카코리아): 매출 2,011억원(+54.9%yoy), 영업이익 234억원(+61.3%yoy, OPM 11.6%)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**

[**3Q26F 코스메카코리아 연결 기준 매출액은 2,475억원(+35.7%yoy), 영업이익 272억원(+0.1%yoy, OPM 11.0%)로 시장 컨센서스를 하회하는 실적을 기록했다.**현대차증권 · prediction](https://dgw.tmarket.io/claims/01a1d934-66cf-7918-9832-842321fe0519) [**국내 매출은 4,337억원(+34.7%yoy), 영업이익은 629억원(+42.0%yoy, OPM 14.5%)이며, 3분기 상대적 비수기와 일부 용기 수급 차질에도 스케일업 브랜드 수주 확대 및 선케어 성장으로 3분기 최대 실적을 시현했다.**현대차증권 하희지 · statement](https://dgw.tmarket.io/claims/01a1d934-2249-7b8a-a26b-03c1edb1c7ec) [**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) [**Cosmecca Korea's revenue grew excessively; despite profitability decline, it focused on meeting customer delivery deadlines, and domestic revenue exceeded 200 billion won for the first time while OPM fell to the 11% range, showing willingness to expand business scale despite short-term profitability damage.**하나증권 유통/화장품 박종대 · statement](https://dgw.tmarket.io/claims/01a1ceb1-95d3-7cda-bb6a-1e79f52fe08b) [**한국콜마의 3분기 연결 매출과 영업이익은 전년 동기 대비 각각 21%, 40% 증가한 8,282억원, 819억원을 기록했다.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1cea4-e60b-7561-81e5-0f08a2d8302a) [**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)

## **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)

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