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Amorepacific (090430) investor relations material
Amorepacific Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue grew 9.5% year-over-year to 4.3 trillion KRW, with operating profit up 52.3% to 335.8 billion KRW for 2025.
Domestic revenue rose 5.5% and overseas revenue surged 14.7%, driven by strong brand and channel performance.
Fourth quarter revenue increased 6.6% year-over-year to 1.2 trillion KRW, but operating profit declined 33% due to one-off personnel expenses.
Financial highlights
Gross margin improved to 72.3% for the year, up from 70.7% in 2024, reflecting a premium product mix.
SG&A expenses increased 8.5% year-over-year, with marketing and personnel costs rising sharply in Q4.
Net income for 2025 was 247.3 billion KRW, down from 601.6 billion KRW in 2024.
Outlook and guidance
Excluding one-off costs, operating profit showed underlying growth.
Continued focus on global expansion, new brand launches, and strengthening hero products in key markets.
- TimeTickerHeadlineOpen
- 6 FebSCW
73% revenue growth and record backlog driven by new space contracts and strategic investments. - 6 FebCDP
2025 FFO/share rose 5.8% with strong leasing and retention; 2026 guidance signals further growth. - 6 FebSCW
Revenue at 15.86 mln PLN, backlog 17.14 mln PLN, and major space contracts drive 2025 outlook. - 6 FebPENG
All proposals passed, with no questions raised during the Q&A session. - 6 FebSCW
Q2 2024 revenue up 115% y/y, backlog nearly doubled, Space segment leads growth. - 6 FebPECO
2026 FFO per share growth guided at 5.5% with record occupancy and strong acquisitions. - 6 FebISCTR
Net profit up 90% in 2025, with strong NIM, fee growth, and positive 2026 outlook. - 6 FebSCW
Q2 2025 revenue surged 120% y/y, driven by a record Asian contract and a tripled backlog. - 6 FebSCW
Q1 2025 revenue jumped 97% year-over-year, with strong backlog and major new contracts secured. - 6 FebSCW
Q3 revenue up 39% y/y, backlog at 58.3 mln PLN, Space leads growth with global contracts.
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