Chosun Refractories Q1 Operating Profit Surges 55%… Debt Ratio Improves, Dividend Maintained


  • Q1 2026 consolidated sales KRW 131.8bn (+0.8% YoY), operating profit KRW 9.0bn (vs 5.8bn, +54%), net profit attributable to parent KRW 7.3bn (vs 3.5bn, +111%), EPS KRW 618 (vs 270), showing strong earnings improvement
  • Debt ratio improved to 109.99% from 116.28% at year-end 2025; short-term borrowings maintained at KRW 196.9bn (vs 196.4bn)
  • FY2025 total dividend declared KRW 11.9bn (KRW 1,000 per share, dividend yield ~7%), including interim dividend
  • Treasury shares of 6,034 shares (KRW 0.18bn) held, future disposal or cancellation under review
  • Litigation risks: three lawsuits related to Juwonjeonju; a KRW 43.7bn damage claim against Jeonju City lost in first instance and under appeal; Daishin Securities case lost in final appeal (KRW 1.3bn)
  • Major shareholder CR Holdings with 59.03% stake; four supply contracts with POSCO totaling KRW 196bn annually securing revenue stability
  • Prior-year financial statement errors (impairment of equity method investments) corrected; 2024 consolidated net profit adjusted downward by KRW 0.54bn
  • Financial assets: Level 3 fair value assets (beneficiary certificates, convertible bonds, etc.) KRW 67.8bn; listed stocks KRW 35.2bn
  • Current quarter effective tax rate 25.38%; standalone expected effective tax rate 18.9%

KOSPI Filing Information


  • Filing: Quarterly Report (2026.03)
  • Company: Chosun Refractories (462520)
  • Submission: Chosun Refractories Co., Ltd.
  • Receipt: 05-13-2026