Samsung SDI Reports Q4 2025 Revenue of KRW 3.86 Trillion, Narrows Operating Loss with Record ESS Battery Sales
Samsung SDI posted Q4 2025 revenue of KRW 3.86 trillion and an operating loss of KRW 299.2 billion, improving from the previous quarter.
KRW 3.86 trillion ($2.7 billion)
KRW 13.27 trillion ($9.28 billion)
KRW 299.2 billion
What Happened
In the fourth quarter of 2025, Samsung SDI reported revenue of KRW 3.86 trillion ($2.7 billion), up 26.4% quarter-on-quarter and 2.8% year-on-year. The operating loss narrowed to KRW 299.2 billion, halving from the previous quarter. Battery business revenue reached KRW 3.62 trillion, while electronic materials contributed KRW 236.7 billion with an operating profit.
For the full year 2025, revenue stood at KRW 13.27 trillion ($9.28 billion) with an operating loss of KRW 1.72 trillion. Key achievements included record ESS battery sales, securing 46-series cell orders, and a joint development agreement with BMW for all-solid-state batteries. The company also signed an MOU with Hyundai and Kia for robot batteries.
“Through greater focus and prioritization to improve management efficiency, swifter responses to customers and the market, and continued preparation for future technologies, we aim to make this year a turning point toward a full business turnaround.”
Why this matters
Despite weak EV demand, Samsung SDI achieved record ESS battery sales and secured key orders, signaling a recovery and shift toward energy storage and future technologies.
Terms in This Story
- ESS
- Energy Storage System, a technology for storing electrical energy for later use.
- AMPC
- Advanced Manufacturing Production Credit, a U.S. tax credit for battery manufacturing.
- NCA
- Nickel-Cobalt-Aluminum, a type of lithium-ion battery chemistry used in high-energy applications.
- LFP
- Lithium Iron Phosphate, a type of lithium-ion battery known for safety and long life.
Summarised from the linked release; details can be imperfect — always verify against the original source.