Samsung SDI Poised for Profit Turnaround: Analyst Says It's Only a Matter of Time

Samsung SDI is on the verge of returning to profitability, according to a recent analysis. The battery manufacturer, which has faced headwinds from weaker demand and high raw material costs, is now seeing signs of a recovery. Key factors include stabilizing battery metal prices, a ramp-up in orders from electric vehicle (EV) makers, and a rebound in the energy storage system (ESS) business. The company's focus on next-generation batteries, such as solid-state and high-nickel cells, is also expected to drive margin improvements. With cost-cutting measures taking effect and capacity utilization rising, analysts project a return to black ink in the coming quarters. Investors are watching closely as Samsung SDI navigates the cyclical downturn, betting that the worst is already priced in.