prediction
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.
A prediction by 현대차증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
3분기 기대했던 美 EV OEM의 차세대 플랫폼 발주가 2027년 초로, 3세대 휴머노이드 로봇 양산 시점도 기존 가이던스(2028년) 대비 지연될 가능성
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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).statementCumulative 3Q26 new orders reached 7.6 trillion KRW, 56% of the annual target, with electrified components at 76% of the mix.statement3Q26 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).statementThe 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.statementInvestment opinion BUY maintained; target price lowered 8.5% to 54,000 KRW.statement
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