Samyang Foods on track to hit W3tr in revenue as Buldak fires up US, China growth. Published: Nov. 6, 2026 - 17:10:27 No Kyung-min My reporting finds form wherever the 'K-' prefix grafts onto food, beauty and fashion Overseas sales make up 83.5% of revenue, led by 36.6% jump in the US Samyang Foods' quarterly operating profit hit a record high in the July-September period, jumping nearly 50 percent on-year on robust Buldak sales in the US and China and putting the company within reach of 3 trillion won ($2.2 billion) in annual revenue. In a regulatory filing Friday, the company reported preliminary third-quarter revenue of a record 791.8 billion won, up 25.3 percent from a year earlier. Operating profit jumped 49.9 percent to 196.2 billion won. With cumulative revenue of 2.28 trillion won through the third quarter, Samyang needs just over 720 billion won in the fourth quarter to join the 3 trillion won club. Industry watchers expect the company to surpass that threshold, citing continued strong overseas demand for Buldak. International revenue rose 29.4 percent year on year to a quarterly record of 660.8 billion won, accounting for about 83.5 percent of total sales. Domestic revenue grew 7.9 percent to 131.1 billion won. Buldak sales continued to grow overseas after cumulative sales surpassed 10 billion units in the second quarter, supported by an expanded global distribution network and improved production efficiency at domestic plants, the company said. The US remained Samyang's largest overseas market, with revenue at its American subsidiary surging 36.6 percent to 212.5 billion won. Growth was driven by expanded distribution through mainstream retailers such as Walmart in the US, alongside steady sales gains in Mexico. China followed closely, with revenue rising 13.2 percent to 208.9 billion won as Samyang expanded its presence in snack channels. Europe, while a smaller market, posted the fastest growth, with sales jumping 65.5 percent to 86.9 billion won. "Expanding distribution in key markets such as the US and China sustained export growth," the company said in a statement. "By improving efficiency at our domestic plants and streamlining our global distribution network, we will continue to meet growing overseas demand." The company added that profitability remained resilient despite external uncertainties. Samyang posted an operating margin of 24.8 percent, marking its seventh consecutive quarter above 20 percent, supported by an improved sales channel mix in its key markets. [email protected]

Korean ramen stocks Samyang Foods and Nongshim outperform on overseas sales. 2026-08-21 22:32:51 Key takeaways. * DS Investment & Securities analyst Jang Ji-hye recommended Samyang Foods and Nongshim based on strong Q2 earnings. * Samyang Foods' overseas sales increased 47% year-over-year to 654.8 billion won; Nongshim's increased 31% to 328.6 billion won. * Samyang Foods is expanding its China factory; Nongshim is expanding its Noksan facility; Ottogi plans a Gumi export factory. DS Investment & Securities analyst Jang Ji-hye recommended Korean ramen stocks in a recent report titled 'K-Ramen is Back,' citing strong Q2 earnings driven by overseas sales growth. Samyang Foods recorded Q2 consolidated revenue of 770.3 billion won and operating profit of 176.2 billion won, meeting market expectations of 177.3 billion won, while Nongshim posted revenue of 956.1 billion won and operating profit of 59.3 billion won, exceeding market expectations of 51.3 billion won. The analyst attributed the strong performance to overseas revenue expansion, with Samyang Foods' overseas sales reaching 654.8 billion won (up 47% year-over-year) and Nongshim's reaching 328.6 billion won (up 31% year-over-year). Growth was concentrated in mainstream channels in the US, coverage expansion in Europe, and snack-focused sales in China. Korean ramen companies are gaining global market share as worldwide instant ramen demand reached 124.2 billion units with a compound annual growth rate of 1.3%. Samyang Foods and Nongshim report strong Q2 earnings. Samyang Foods and Nongshim both met or exceeded market expectations in Q2. Samyang Foods' operating profit of 176.2 billion won aligned with the market expectation of 177.3 billion won. Nongshim's operating profit of 59.3 billion won surpassed the market expectation of 51.3 billion won. The companies' overseas sales drove the strong results, with Samyang Foods' overseas revenue increasing 47% year-over-year to 654.8 billion won and Nongshim's overseas revenue growing 31% year-over-year to 328.6 billion won. Overseas sales drive revenue growth in US, Europe, and China. Analyst Jang Ji-hye stated that growth was concentrated in specific channels across key markets. In the US, mainstream channel sales drove revenue growth. In Europe, the companies expanded market coverage. In China, snack-focused sales led growth. The US represents the world's 6th-largest instant ramen market with total demand of 5.2 billion units. Korean ramen companies are leading market growth in the US through premium ramen and stir-fried noodle products. Korean ramen companies' earnings growth in the US outpaced that of top Japanese ramen companies. Korean ramen stocks show valuation advantage over Japanese competitors. Jang Ji-hye assessed the current stock valuations of Samyang Foods and Nongshim as attractive. Based on 2027 earnings, Samyang Foods trades at a price-to-earnings ratio of 14x and Nongshim at 12x. Japanese ramen companies Toyo Suisan and Nissin trade at 15x and 17x respectively. The analyst noted that Korean companies show relative valuation attractiveness considering Japanese competitors' overseas sales growth rates remained around 15% in the first half of this year. Jang maintained target prices of 1.9 million won for Samyang Foods and 550,000 won for Nongshim, selecting Samyang Foods as the top pick in the sector. Ramen companies expand production capacity in multiple markets. Korean ramen companies are investing in capacity expansion to meet growing demand. Samyang Foods is expanding its factory in China. Nongshim is expanding its facility at the domestic Noksan location. Ottogi plans to establish a new export factory in Gumi. The companies are also expanding their country coverage, establishing overseas sales subsidiaries in key South American and European countries. Faq. What were Samyang Foods' Q2 earnings results? Samyang Foods recorded Q2 consolidated revenue of 770.3 billion won and operating profit of 176.2 billion won, meeting market expectations of 177.3 billion won. Why did DS Investment & Securities recommend Korean ramen stocks? Analyst Jang Ji-hye recommended Korean ramen stocks based on strong overseas sales growth and attractive valuations compared to Japanese competitors. Samyang Foods and Nongshim trade at 2027 PERs of 14x and 12x respectively, below Japanese competitors Toyo Suisan (15x) and Nissin (17x). Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

Samyang Foods gains 77% on Samsung Electronics stocks in four months. 2026-08-19 06:45:25 Key takeaways. * Samyang Foods purchased 3,188 Samsung Electronics shares on March 6, recording 77.5% valuation gain by June 30. * Samsung Electronics investment generated 464.84 million won unrealized gains from 599.95 million won initial investment. * Samyang's cash position reached 630.6 billion won as of H1 2025, funding China Zixing factory expansion increasing production capacity 40%. Samyang Foods purchased Samsung Electronics shares on March 6 and recorded a 77.5% valuation gain by June 30, according to Financial Supervisory Service disclosures. The Korean instant noodle maker invested 599.95 million won in 3,188 Samsung Electronics shares, which reached a book value of 1.064 billion won within approximately four months, generating 464.84 million won in unrealized gains. The investment was funded by strong cash generation from overseas sales of Buldak spicy noodles, which drove Samyang's cash and cash equivalents to 630.6 billion won as of H1 2025. The company simultaneously purchased Hyundai Motor and Kia shares on the same date, both of which showed valuation losses by June 30. Samyang's stock portfolio diversification reflects its expanding financial capacity as overseas markets, particularly the US and China, drive revenue growth. Samyang Foods records 77% gain on Samsung Electronics investment. Samyang Foods acquired 3,188 Samsung Electronics shares at an average price of 188,190 won per share on March 6. By June 30, the book value reached 1.064 billion won, representing a 464.84 million won unrealized gain. This valuation reflects the closing price on the settlement date and is not a realized profit from actual sale. Samsung Electronics shares closed at 268,500 won, meaning the estimated valuation as of that date would be approximately 856 million won - lower than the June 30 figure but still above the initial investment. Auto stocks show losses while Samsung Electronics outperforms. On the same March 6 date, Samyang Foods purchased 1,103 Hyundai Motor shares for 599.61 million won and 3,645 Kia shares for 606.05 million won. By June 30, the book values declined to 545.99 million won for Hyundai Motor (8.9% loss) and 503.01 million won for Kia (17.0% loss). The company also sold all Korea Financial Group Holdings shares during H1 2025, recording a 19.32 million won gain in the period's profit/loss statement. As of June 30, Samyang's total listed stock holdings - including Samsung Electronics, Hyundai Motor, Kia, Hyundai GF Holdings, and Hyundai Green Food - had a combined book value of approximately 7.27 billion won. Overseas Buldak sales drive cash position to 630.6 billion won. Samyang Foods' Q2 2025 consolidated revenue reached 770.3 billion won, up 39.3% year-over-year, with operating profit of 176.2 billion won, up 46.7%. Overseas sales totaled 645.8 billion won, accounting for 83.8% of total revenue - the first time quarterly overseas sales exceeded 600 billion won. US sales reached 203.6 billion won, China sales hit 181 billion won, and European markets continued growth. The company's cash and cash equivalents increased from 96.9 billion won at end-2022 to 630.6 billion won as of H1 2025, a more than sixfold increase in three and a half years. In April, Samyang expanded a corporate bond issuance from 150 billion won to 200 billion won, allocating 130 billion won to facility investments including Wonju factory seasoning production equipment, 20 billion won to operating funds including corporate tax payments, and 50 billion won to repaying existing bank loans. China Zixing factory to expand production capacity by 40%. Samyang Foods is constructing its first overseas production base in Zixing, Zhejiang Province, China, with plans for eight production lines - six for packaged noodles and two for cup noodles - capable of producing 1.13 billion units annually. This represents an expansion from the original plan of six lines producing 840 million units annually. All products manufactured at the Zixing factory will be supplied to the Chinese domestic market. The facility is expected to begin trial operations at year-end and commence full-scale production in 2026. Once operational, Samyang's total production capacity is projected to increase by approximately 40% from current levels. Faq. What stocks did Samyang Foods purchase on March 6? Samyang Foods purchased Samsung Electronics shares (3,188 shares for 599.95 million won), Hyundai Motor shares (1,103 shares for 599.61 million won), Kia shares (3,645 shares for 606.05 million won), and Korea Financial Group Holdings shares on March 6 for simple investment purposes. How much did Samyang Foods' overseas sales reach in Q2 2025? Samyang Foods' overseas sales reached 645.8 billion won in Q2 2025, accounting for 83.8% of total revenue. This marked the first time quarterly overseas sales exceeded 600 billion won, with US sales at 203.6 billion won and China sales at 181 billion won. What is the production capacity of Samyang's China Zixing factory? The Zixing factory in Zhejiang Province, China, will have eight production lines with an annual capacity of 1.13 billion units. The facility is expected to begin trial operations at year-end and increase Samyang's total production capacity by approximately 40% once fully operational. Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.