Samsung SDI's Shift to ESS Business Appears Strategically Sound -- Market Talk

Dow Jones

2025/10/29

0533 GMT - Samsung SDI's shift to more of its energy-storage-system business appears "strategically sound" given the sluggish electric-vehicle battery demand, Nomura analyst Cindy Park writes in a note. Park is positive about the South Korean battery maker planning to raise its ESS production capacity from 20 gigawatt hours in late 2025 to 42GWh globally, including 30GWh in the U.S. by late 2026.She expects the ESS segment to account for 32% of the company's revenue and more than 80% of its operating profit for 2026-2027. Samsung SDI plans to convert 75% of its EV battery manufacturing lines at a plant in Indiana into ESS production lines, she notes. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

October 29, 2025 01:33 ET (05:33 GMT)

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