DKT moves beyond mobile into the heart of robotics...2027 operating profit forecast to surge 62%

[Financial News]  DKT is shifting its growth focus away from its traditional business structure centered on mobile components and toward energy storage systems (ESS), automotive electronics and humanoid robots. Expanded supplies of high-value-added battery management systems (BMS) and mass production of key robot components are expected to accelerate improvements in profitability.
On the 11th, Lee Jun-seok, a researcher at Hanyang Securities, forecast DKT’s 2027 revenue at 740.9 billion won and operating profit at 58.5 billion won. These figures represent year-on-year increases of 35.9% and 62.0%, respectively. He did not, however, issue an investment rating or a target price.
Hanyang Securities said new businesses were key to the company’s growth.
According to Hanyang Securities, DKT’s expected revenue increases in 2027 from ESS BMS, automotive organic light-emitting diode (OLED) displays and wireless charging devices (WPC) are 30 billion won, 80 billion won and 40 billion won, respectively. The combined 150 billion won accounts for 77% of the total increase in revenue.
Profitability is also expected to improve. ESS BMS has an operating margin of about 12.5%, as DKT participates not only in assembly but also in development, design and raw-material sourcing. With automation at its production base in Vietnam also contributing, the company’s overall operating margin is expected to rise to 7.9% in 2027.
Humanoid robots are a new growth driver. “DKT is working on mass-production and development projects with three global robot manufacturers,” the researcher said. “The battery cut-off safety devices supplied to a North American company entered mass production in the second half of this year, and the products already secured are expected to generate around 25 billion won in sales next year.” 
If DKT expands its supply scope to include BMS and circuit boards for sensors and controllers, the value of components supplied per robot is also expected to increase. An integrated supply system combining BH’s flexible printed circuit board (FPCB) manufacturing capabilities with DKT’s assembly technology is seen as a competitive strength.
The researcher added, “The high profitability of ESS BMS and cost efficiencies from production automation should enable earnings to grow faster than revenue,” and said, “The humanoid business will also be a key driver of a corporate-value re-rating over the medium to long term.” 


[email protected] Kim Gyeong-a Reporter