벽산

007210
· KRX
Analyzed 2026-08-181 days sinceGenerated by FomoLog Agent
JOMO Score
-0.54%
₩8 · per share
Report-date close → Current (2026-08-19)
₩1,470₩1,462
Days Held
1d
Price As Of
2026-08-19
Not investment adviceThis is not investment advice. FomoLog provides factual summaries and post-hoc price-change context only. Investment decisions and their outcomes are solely the responsibility of the investor.Legal Notice ↗

Price Trend

Report date → now · daily close
₩1,460₩1,465₩1,470₩1,475Aug 18Aug 19Report date ₩1,470Current ₩1,462

Summary

Founded in 1971 and listed on the KOSPI (Korea Exchange), Byucksan is a building materials company operating an insulation-centered building materials division, a paints division (Byucksan Paint), and a kitchen equipment/ventilation division (subsidiary HAT'S, 46.33% stake). For fiscal year 2025, consolidated revenue was KRW 610.6 billion (-5.04% YoY), operating profit was KRW 23.3 billion (operating margin 3.81%), and net income was KRW 27.4 billion. In May 2025, the company acquired a 100% stake in fastener specialist Youngwoo Fastener for KRW 34.0 billion, and as of end-June 2026, the largest shareholder Byucksan LTC Enterprise and its affiliates held a combined 28.91% stake.

Price-Change Context Note

Consolidated operating margin for H1 2026 improved to 4.80% from 3.81% in 2025, while the debt-to-equity ratio over the same period rose slightly to 79.22% from 76.30% at end-2025. Mixed signals emerged as the Bank of Korea raised its base rate from 2.50% to 2.75% in July 2026 and domestic private construction orders fell 41.5% YoY in June of the same year, even as nationwide housing starts in H1 2026 rose 14.4% YoY.

Key Facts

FY2025 consolidated revenue was KRW 610.6 billion, down 5.04% YoY; operating margin was 3.81% (down from 7.21% in 2023)
Acquired 100% stake in fastener specialist Youngwoo Fastener on 2025-05-20 (acquisition amount KRW 34.0 billion, 9.78% of end-2024 equity)
Largest shareholder Byucksan LTC Enterprise and related parties held a combined 28.91% stake as of 2026-06-30 (up from 28.25% at end-2025)
P/E of 3.51x (FY2025 earnings) and P/B of 0.251x (based on equity as of 2026-06-30), based on the 2026-08-18 closing price of KRW 1,470
Announced completion of high-temperature-resistant, ultra-high-performance insulation 'Microporous' on 2026-02-26 (linear shrinkage under 3% after 24-hour heating at 900°C)
Bank of Korea raised its base rate from 2.50% to 2.75% on 2026-07-16; domestic private construction orders fell 41.5% YoY in June 2026

Theme Relevance

#M&A
3/5
#Tariffs & Trade
2/5
#건설·인프라
5/5
#Biotech & Pharma
2/5

Full Analysis

Byucksan (007210)
KOSPI (Korea Exchange) · As of 2026-08-18 · Closing price KRW 1,470 · -2.39% vs. prior close KRW 1,506 (C, Source: Google Finance snapshot, primary-source cross-check incomplete) · Market cap KRW 96.079 billion (A)

Fact Summary

Founded in 1971 and listed on the KOSPI (Korea Exchange), Byucksan is a building materials company operating an insulation-centered building materials division, a paints division (Byucksan Paint), and a kitchen equipment/ventilation division (subsidiary HAT'S, 46.33% stake). For fiscal year 2025, consolidated revenue was KRW 610.6 billion (-5.04% YoY), operating profit was KRW 23.3 billion (operating margin 3.81%), and net income was KRW 27.4 billion. In May 2025, the company acquired a 100% stake in fastener specialist Youngwoo Fastener for KRW 34.0 billion, and as of end-June 2026, the largest shareholder Byucksan LTC Enterprise and its affiliates held a combined 28.91% stake.

Change Context Note

Consolidated operating margin for H1 2026 improved to 4.80% from 3.81% in 2025, while the debt-to-equity ratio over the same period rose slightly to 79.22% from 76.30% at end-2025. Mixed signals emerged as the Bank of Korea raised its base rate from 2.50% to 2.75% in July 2026 and domestic private construction orders fell 41.5% YoY in June of the same year, even as nationwide housing starts in H1 2026 rose 14.4% YoY.

Business Overview

Byucksan operates three business divisions on a consolidated basis: building materials (insulation, exterior/interior finishing materials), paints (subsidiary Byucksan Paint), and kitchen equipment/ventilation (subsidiary HAT'S, 46.33% stake). Its flagship insulation products are Isopink (polystyrene-based XPS/EPS), mineral wool, and glass wool; gypsum board is not self-manufactured but is a resold merchandise item purchased from KCC (Shinyoung Securities Research, 2022-04-12 — most recent breakdown not available). Detailed revenue mix by segment could not be obtained due to restricted access to original disclosure filings.

5-Year Financial Trend (Consolidated)

Annual Revenue Trend (Unit: KRW billion)
47120215202022621202364320246112025
As of each fiscal year-end · Source: Business Report (A), filing accession no. 20220321000885–20260323001448 · 2025 shown as a blue bar (decline year) at -5.04% YoY
Operating Margin Trend (%, 26H1 = H1 cumulative)
1.81%3.62%7.21%4.00%3.81%4.80%2021202220232024202526H1
As of each fiscal year-end (2026 figure is H1) · Source: Calculated from confirmed financial data (A), see Business Report/Semiannual Report filing accession numbers
PeriodRevenue (KRW bn)Operating MarginNet MarginDebt-to-Equity RatioROE
2021471.41.81%-0.32%74.11%-0.51%
2022519.93.62%2.25%99.09%3.87%
2023620.77.21%5.87%87.29%11.00%
2024643.14.00%3.20%84.16%5.91%
2025610.73.81%4.48%76.30%7.31%
H1 2026 (cumulative)301.84.80%3.04%79.22%Not calculated (cumulative)

Net income for 2025 (KRW 27.4 billion) exceeded operating profit (KRW 23.3 billion), but a detailed breakdown of non-operating items is not available. The renewed rise in the debt-to-equity ratio in H1 2026 (76.30%→79.22%) may be related to funding needs from the 2025-05-20 acquisition of Youngwoo Fastener (KRW 34.0 billion), but causality is not confirmed.

Peer Comparison

Operating Margin Comparison (FY2025, %)
3.81%Byucksan6.60%KCC-3.14%Igeon Industrial/Igeon Holdings
As of FY2025 · Source: Byucksan and KCC disclosures (A); Igeon Industrial/Igeon Holdings figures from media reports (C, original source cross-check incomplete) · Red = loss-making company
ItemByucksan (FY2025)KCC (FY2025)Igeon Industrial/Igeon Holdings (FY2025E)
RevenueKRW 610.7 billionKRW 6,483.8 billionKRW 44.7 billion
Operating ProfitKRW 23.3 billionKRW 427.6 billionKRW -1.4 billion
Operating Margin3.81%6.60%-3.14%

By revenue, Byucksan is roughly one-tenth the size of industry leader KCC, while its revenue is about 13.7 times larger than that of Igeon Industrial/Igeon Holdings (wood-based building materials). Its operating margin is lower than KCC's but higher than the loss-making Igeon Industrial/Igeon Holdings. The KCC and Igeon Industrial/Igeon Holdings figures are reference-only comparisons and are not as rigorously sourced as Byucksan's primary data.

Valuation (Factual Multiples)

P/E (based on FY2025 earnings)
3.51x
2026-08-18 closing price / FY2025 EPS KRW 418.6 (A)
P/B (based on equity as of 2026-06-30)
0.251x
2026-08-18 closing price / BPS KRW 5,866 (A)
Market Cap
KRW 96.079 billion
2026-08-18 closing price × 65,360,000 shares outstanding (A)
Dividend Yield (trailing)
2.52%
FY2024 year-end dividend KRW 37 / 2026-08-18 closing price (C, period mismatch)

EV/EBITDA could not be calculated due to unavailable depreciation and net debt detail. The finalized FY2025 year-end dividend amount is also not available.

Governance and Capital Structure

Largest shareholder + related parties (2026-06-30)
28.91%
Largest shareholder + related parties (2025-12-31)
28.25%
Byucksan LTC Enterprise alone (2026-06-30)
14.82%
CEO Kim Seong-sik (2026-06-30, shareholder)
7.82%
Youngwoo Fastener Acquisition Amount
KRW 34.0 billion
9.78% of end-2024 equity, acquisition date 2025-05-20 (A)
Youngwoo Fastener Stake Acquired
100%
Acquisition completed 2025-05-20 (A)
HAT'S Stake
46.33%
As of 2026-06-30, per equity investment status disclosure (A)
DateEvent
2025-05-20Completed acquisition of 100% stake in Youngwoo Fastener (acquisition amount KRW 34.0 billion)
2025-05-26Substantial shareholding change report — Byucksan LTC Enterprise 28.25%
2025-10-15Substantial shareholding change report — Byucksan LTC Enterprise 28.26%
2026-05-22Substantial shareholding change report — Byucksan LTC Enterprise 28.91%
2026-06-30Per semiannual report, combined largest shareholder + related-party stake of 28.91% (largest shareholder acquired an additional 660,000 shares on-market, while related party Jung Sun-wook disposed of the same quantity on-market)

During H1 2026, additional subsidiaries continued to be added, including DS Recycle (2024-04), Dasol UR (2021-04), ELIM Brontier (2024-08), G-Plan (2025-09), and Byucksan Property (2025-12) (per equity investment status disclosure, as of 2026-06-30). The upper-tier ownership structure of Byucksan LTC Enterprise itself was not identified within the scope of this research and is not available.

Macro Factors

Base Rate Hike Bank of Korea raised its base rate from 2.50% to 2.75% on 2026-07-16 (first hike in 3 years and 6 months; KDI, IBK Securities Research).
Construction Orders Decline Domestic private construction orders fell 41.5% YoY in June 2026 (CERIK August issue).
Housing Starts Increase Nationwide housing starts totaled 118,005 units in H1 2026, up 14.4% YoY, though the Seoul metropolitan area declined -0.7% (Ministry of Land, Infrastructure and Transport, Statistics Nuri).
Oil Price Increase WTI at USD 84.60/barrel (2026-08-18, +36.96% YoY) — cost pressure on Isopink (polystyrene-based) raw materials (Trading Economics).
Won Strengthening KRW/USD exchange rate at 1,412.60 (2026-08-18), stronger versus 1,494.86 on 2026-07-04 — potential relief on imported raw material purchase costs (Investing.com).

Risk Factors

Industry/Macro: Deterioration in the leading construction-orders indicator (6–18 month lag) and the base rate hike could exert downward pressure on demand in the building materials division (CERIK, Bank of Korea)
Financials: 2025 revenue contracted -5.04% YoY; operating margin declined from 7.21% in 2023 to 3.81% in 2025
Governance: The largest shareholder + related-party stake of 28.91% is relatively low, and a 660,000-share on-market transfer (acquisition/disposal) occurred among related parties during the same period (whether the counterparties are the same is not available)
Business structure: Gypsum board is purchased from and resold by KCC, which is both a competitor and a supplier, exposing the company to changes in supply pricing and policy
Supply/Demand & Liquidity: Key supply-demand indicators such as foreign ownership ratio, short-selling ratio, and net buying by investor type could not be obtained in this research (not available)

Trading and Supply-Demand Status

52-Week Range
KRW 1,296–2,325
Google Finance (C, cross-check incomplete)
Average Trading Volume (last 30 days)
approx. 137,000 shares/day
Google Finance, retrieved 2026-08-19 06:50 KST (C)

Net buying by foreign, institutional, and individual investors, short-selling ratio/balance, foreign ownership limit utilization, and margin loan balance could not be obtained in this research (pykrx not installed, access to major financial portals blocked — not available).

News Timeline (Last 6 Months)

DateContent
2026-02-26Announced completion of development of high-temperature-resistant, ultra-high-performance insulation 'Microporous' (linear shrinkage under 3% after 24-hour heating at 900°C; thermal conductivity of 0.024 W/m·K at 100°C)
2026-03-31Disclosed reappointment of outside director Kang Young-beom (3-year term), maintaining an outside-director ratio of 75%

No company-specific news or disclosures for Byucksan were identified on 2026-08-18 or during the preceding month (2026-07-18 to 2026-08-18); these are not available. A reference to improved Q1 2026 results (revenue +3.3%, operating profit +175.2%) could not be confirmed against a primary source and was therefore not included in the body.

Theme Relevance

Construction & Infrastructure
5
The building materials division (insulation, exterior/interior finishing materials) accounts for a substantial share of revenue, and domestic private construction orders fell 41.5% YoY in June 2026 (Korea Construction Industry Research Institute, CERIK, August 2026 issue).
M&A
3
On 2025-05-20, the company acquired a 100% stake in Youngwoo Fastener for KRW 34.0 billion (9.78% of end-2024 consolidated equity), and subsequently added subsidiaries including DS Recycle, G-Plan, and Byucksan Property (Business Report, equity investment status, as of 2026-06-30).
Tariffs & Trade
2
Youngwoo Fastener, acquired in 2025, generates roughly half of its revenue through its U.S. subsidiary, exposing it to changes in U.S. tariff policy (Maeil Ilbo and other media reports, 2025-03-25 to 26).
Biotech & Pharma
2
Byucksan holds a 1.09% equity stake in DeepCure, a developer of medical devices for treating resistant hypertension (Business Report, equity investment status, as of 2026-06-30).

Fact Highlights

FY2025 consolidated revenue of KRW 610.6 billion (-5.04% YoY), operating margin of 3.81%
Acquired 100% stake in Youngwoo Fastener on 2025-05-20 (acquisition amount KRW 34.0 billion, 9.78% of equity)
Largest shareholder + related-party stake of 28.91% as of 2026-06-30 (up from 28.25% at end-2025)
P/E of 3.51x and P/B of 0.251x based on the 2026-08-18 closing price of KRW 1,470
Announced completion of ultra-high-performance insulation 'Microporous' on 2026-02-26
Bank of Korea raised its base rate from 2.50% to 2.75% on 2026-07-16; domestic private construction orders fell 41.5% YoY

This is not investment advice. FomoLog provides factual summaries and post-hoc price-change context only. Investment decisions and their outcomes are solely the responsibility of the investor.

Generated by FomoLog Agent · Data sources: Korea Exchange · DART · Google Finance (supplementary)