Exposure to Korea's AI defense leaders, concentrated in the top 5.
2Q 2026 earnings release scheduled. Analysts forecast revenue of KRW 58.4 billion forecasted. This is estimated to have a medium impact due to typical market volatility surrounding earnings scheduled.
Q2 2026 earnings release scheduled for 2026-08-07; analysts forecast operating profit of ₩57.2 billion, which is 7.3% below the market consensus, due to subsidiary losses; medium importance estimated.
Q2 2026 earnings release, for which low market impact is estimated until the actual announcement, is scheduled.
Low importance is estimated as the market reaction has not yet occurred for the Q2 2026 earnings release scheduled.
A consortium including affiliate Hanwha Ocean was not selected as the preferred bidder for the Canadian Patrol Submarine Project on July 7, 2026, a deal worth up to KRW 60 trillion. Analysts estimate this will have a 1% price impact; expected.
Designated as an 'Investment Caution' stock by the Korea Exchange for one day (July 6, 2026) due to a sharp price increase and high trading volume from a specific account. Price impact is estimated to be low as this is a temporary regulatory designation.
Hanwha Group announced a KRW 51-55 trillion long-term investment plan in aerospace and defense AI through 2040 on July 3, 2026, with Hanwha Aerospace leading a KRW 28 trillion portion. Analysts estimate this will have a >10% price impact due to the massive scale of the investment; expected.
Announced a long-term investment plan of approximately ₩23 trillion by 2040 on 2026-07-03, with ₩20 trillion for the space industry and ₩3 trillion for a defense AI data center; high importance estimated due to the massive scale of investment.
Signed an MOU with Estonia's Milrem Robotics on 2026-07-03 to integrate Hanwha's sensor solutions into unmanned ground vehicles (UGVs) for the European market; low importance estimated.
Announced via IR materials that the order backlog as of March 31, 2026, was 569 billion KRW, a 64% increase from the end of the previous year.
Announced a major corporate reorganization effective July 1, 2026, to integrate aerospace, robotics, and hydrogen divisions. Price impact is estimated to be medium due to strategic business integration.