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GS Holdings

078930KOSPI✓ Value-Up Filed
45/100
Governance Score(Beta)
Market Cap
₩6.7T
Last Price
₩72,300
Shares Outstanding
93M

Governance Score Breakdown

Share Buyback
No buyback activity found
0/20
Dividend Policy
Dividend payment confirmed
20/20
P/B Improvement
Pending market data integration (v1.1)
0/15
Value-Up Disclosure
Value-Up plan filed
25/25
Board Independence
Pending structured data (v1.1)
0/20

Company Intelligence Brief

GS Holdings Company Intelligence Brief

1. Business Overview

GS Holdings (078930.KS) is a major Korean conglomerate operating as a holding company. With total assets of KRW 35.1 trillion as of December 2024, the company oversees diverse business segments spanning energy, retail, construction, and services sectors through its subsidiaries. [TRANSLATION NOTE: The Korean filing name "GS Holdings" is used as the official company identifier, though specific business segment details would require translation of supplementary Korean-language disclosures not included in the numerical data provided.]

2. Financial Trends

GS Holdings demonstrates a challenging revenue trajectory with consolidated sales declining to KRW 25.3 trillion in 2024 from KRW 26.0 trillion in 2023 and KRW 28.6 trillion in 2022—a cumulative 11.5% revenue decline over two years. This downward trend is particularly concerning.

Operating margins show deterioration: operating income fell from KRW 3.7 trillion (14.3% margin) in 2023 to KRW 3.1 trillion (12.1% margin) in 2024, down sharply from KRW 5.1 trillion (17.9% margin) in 2022. Net profit collapsed to KRW 863.5 billion in 2024, down 45% year-over-year from KRW 1.6 trillion in 2023 and representing just 3.4% net margin—a severe profitability compression.

The debt position remains substantial. Total liabilities stood at KRW 16.6 trillion against equity of KRW 18.5 trillion, yielding a debt-to-equity ratio of approximately 0.90x. Non-current liabilities increased slightly to KRW 10.5 trillion from KRW 10.2 trillion, though current liabilities improved from KRW 6.6 trillion to KRW 6.1 trillion, suggesting some near-term liquidity management.

Retained earnings grew modestly to KRW 14.5 trillion from KRW 14.1 trillion, despite the weak 2024 earnings, indicating historical profitability cushion.

3. Ownership Structure

Based on the provided financial data alone, specific ownership details and foreign ownership percentages are not disclosed in the numerical filings. [TRANSLATION NOTE: Ownership structure details would typically be found in Korean-language sections of DART filings not included in this dataset. The stated capital of KRW 473.5 billion has remained unchanged across the three-year period.]

4. Key Risks

Margin deterioration risk: The company faces persistent margin compression with operating margins falling 580 basis points from 17.9% (2022) to 12.1% (2024), while net margins contracted to just 3.4%—suggesting structural profitability challenges beyond cyclical factors.

Revenue momentum concern: Three consecutive years of declining sales (from KRW 28.6 trillion to KRW 25.3 trillion) indicates potential market share loss or portfolio weakness requiring strategic attention.

5. Investment Consideration

GS Holdings offers exposure to a diversified Korean conglomerate with KRW 6.7 trillion market capitalization trading at approximately 0.36x book value, but faces concerning multi-year revenue decline and severe margin compression that question near-term earnings recovery potential.

⚠️ This profile is AI-generated from DART filings. Quantitative data is reliable. Qualitative summaries should be verified against original Korean filings for investment decisions.

Recent DART Filings

사업보고서2024