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Iljin Hysolus Co (271940) Fair Value & Analysis

Consumer Cyclical · KR · Market cap 384B KRW

IH Iljin Hysolus Co 271940 · KO
Price11,500 KRW
Fair Value13,942 KRW
Upside+21.2%
Quality48/100
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Weak Growth
Loss-making · -0.8% net margin
negative free cash flow
Trails peers (1/7)
Narrow moat 7/100
Evidence: Low Range 9,202 KRW – 17,428 KRW Share as image

Fair value as of: Aug 13, 2026

From 1 valuation models · updated yesterday

Fair value updated Aug 13, 2026, revised from 6,971 KRW to 13,942 KRW (+100.0%) since Jul 24, 2026. Share price +12.7% over the past month.

Below-average quality, screening 21% undervalued on our models.

What matters now

  • Solid quality (48/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (9,202 KRW to 17,428 KRW) leaves room in how you read the outcome.
  • Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
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Price vs Fair Value (5 years)

91,600 KRW 9,190 KRW Fair Value 13,942 KRW Sep 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

59‑month range 9,190 KRW – 91,600 KRW · fair‑value band 9,202 KRW – 17,428 KRW · the 11,500 KRW price screens below the 13,942 KRW fair value. Dashed = 300-day average. As of Aug 13, 2026.

Full chart & analysis →

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Analysis

Iljin Hysolus Co (271940) currently trades at 11,500 KRW, while our model-based Fair Value estimate is 13,942 KRW, implying the stock looks roughly 21.2% undervalued today. The Quality Score stands at 48/100 (below-average quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low), always confirm before acting.

Over the trailing twelve months, Iljin Hysolus Co generated revenue of 78.0B KRW at a net margin of -0.8%. Revenue declined 12.5% year over year. It earns a return on equity of -0.2%. Fundamentals as of Aug 13, 2026

Our scenario range runs from 9,202 KRW (bear case) to 17,428 KRW (bull case); at 11,500 KRW, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 46% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -52% fair-value upside, at 21%, 271940 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
NCAV (Graham) 4,339 KRW 5,814 KRW 8,677 KRW 50
All 1 models by family
Asset-Based
NCAV (Graham) 4,339 KRW 5,814 KRW 8,677 KRW 50

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Key figures & financial health

Revenue (TTM) 78.0B KRW
Revenue growth (YoY) -12.5%
Net margin -0.8%
Return on equity -0.2%
Free cash flow −11.2B KRW FY2025
Operating margin -15.1%
More key figures
EPS growth (YoY) -84.1%

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 48/100

Of which business quality 49 · Market factors (momentum, volatility) 14

Profitability 9
Margins and returns on capital today
Quality Growth 30
Are margins and returns improving?
Cashflow 33
Earnings quality: real cash, not paper profit
Fin. Strength 76
Balance sheet, leverage, solvency risk
Investment 88
Disciplined investing over empire-building
Low Volatility 29
Calm price path (market factor)
Momentum 6
Price trend over the last 3–12 months (market factor)
52W Momentum 9
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Iljin Hysolus Co., Ltd. engages in the manufacture and sale of composite tanks primarily in South Korea. It offers hydrogen tanks for use in forklifts, ships, trains, passenger cars, and commercial vehicles; tube trailers for use in hydrogen transport and mobile refueling stations; CNG storage tanks for CNG passenger and commercial vehicles; and ultrafine …

Full company description

Iljin Hysolus Co., Ltd. engages in the manufacture and sale of composite tanks primarily in South Korea. It offers hydrogen tanks for use in forklifts, ships, trains, passenger cars, and commercial vehicles; tube trailers for use in hydrogen transport and mobile refueling stations; CNG storage tanks for CNG passenger and commercial vehicles; and ultrafine and fine particles PM and NOx reduction systems for diesel cars. The company was founded in 1999 and is headquartered in Bongdong-eup, South Korea. Iljin Hysolus Co., Ltd. operates as a subsidiary of ILJIN Diamond Co. Ltd.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Iljin Hysolus Co reported revenue of 81.6B KRW in FY2025 versus 118B KRW in FY2021, a compound −8.8%/yr. Reported net income was −2.0B KRW in FY2025.

Growth Quality 6/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
81.6B KRW
Latest YoY
+2.9%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−9.2%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−6.4%
Avg. growth/yr (6Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−1.3%
Revenue −8.8%/yr
FY21 118B KRW
FY22 109B KRW
FY23 78.7B KRW
FY24 79.3B KRW
FY25 81.6B KRW
Net income
FY21 9.0B KRW
FY22 7.0B KRW
FY23 1.4B KRW
FY24 1.8B KRW
FY25 −2.0B KRW

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Cite: Fair Value Calculator (2026). "Iljin Hysolus Co Fair Value". https://www.fairvalue-calculator.com/stock/271940

Peer Group

Auto Parts · 642 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 49 · Below median
Fair Value upside +21% · Above median
Return on assets -2% · Bottom 25%
Net margin (TTM) -1% · Bottom 25%
Operating margin (TTM) -15% · Bottom 25%
Revenue growth -13% · Bottom 25%

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 62 · sector 16
FUTURE 0 · sector 23
PAST 0 · sector 26
HEALTH 0 · sector 95
DIVIDEND 0 · sector 30

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Auto Parts stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

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Magna International Inc MGAN 1,122 MXN 1,142 MXN +2%
Samvardhana Motherson International Limited MOTHERSON ₹169.50 ₹80.63 -52%
Bosch Limited BOSCHLTD ₹46,750 ₹13,061 -72%
Bharat Forge Limited BHARATFORG ₹2,082 ₹393.20 -81%
Uno Minda Limited UNOMINDA ₹1,232 ₹426.57 -65%
Schaeffler India Limited SCHAEFFLER ₹4,126 ₹1,412 -66%
Hankook Tire & Technology Co 161390 71,500 KRW 196,479 KRW +175%
Sona BLW Precision Forgings Limited SONACOMS ₹799.90 ₹207.06 -74%
Balkrishna Industries Limited BALKRISIND ₹2,497 ₹1,211 -51%

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Frequently asked questions

Is Iljin Hysolus Co (271940) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 13,942 KRW versus a price of 11,500 KRW, about +21% (undervalued).
What is the fair value of 271940?
Our model-based fair value for Iljin Hysolus Co is 13,942 KRW (as of Aug 13, 2026), built from audited fundamentals. The current price is 11,500 KRW.
What is the quality score of 271940?
Iljin Hysolus Co has a Quality Score of 48/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Iljin Hysolus Co (271940)?
Iljin Hysolus Co reported trailing-twelve-month revenue of about 78.0B KRW (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 271940?
The net profit margin of Iljin Hysolus Co is about -0.8%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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