KRX-Akros AI Electricity Infrastructure Index

Q1 2026 earnings release scheduled. Analysts forecast strong results with operating profit potentially increasing by over 49% YoY; this growth is estimated to have a medium market impact, forecasted.

Q1 2026 earnings release with an estimated 5% impact based on historical volatility scheduled

Q1 2026 earnings release on April 30, 2026, with SK Securities forecasting revenue of 148.0 billion KRW and operating profit of 54.4 billion KRW scheduled.

Final Q1 2026 earnings release and conference call. This follows the negative preliminary earnings announcement on April 7. Medium impact estimated due to confirmation of financial results, scheduled.

Announced record-high Q1 2026 results on April 29, 2026, with sales of KRW 1.08 trillion and an operating profit of KRW 60.4 billion, a 122.9% YoY increase, driven by global power grid demand; High importance estimated due to significant earnings growth likely causing >10% price impact, scheduled.

Announced Q1 2026 consolidated results with revenue of KRW 4.26 trillion (+13.7% YoY) and operating profit of KRW 233.5 billion (+63.9% YoY). Net profit turned to surplus, driven by nuclear and gas turbine sales. High importance is estimated as the significant profit growth and turnaround are likely to result in a price impact of 10% or more expected.

Doosan Fuel Cell announced Q1 2026 earnings on April 29, 2026, with revenue of KRW 144.8 billion (+45.2% YoY) and a significantly narrowed operating loss of KRW 1.3 billion. The stock price rose over 11% following the announcement.

Announced a KRW 318.9 billion (approx. $216.5 million) contract to supply power equipment for a North American data center project, representing 6.42% of 2025 revenue. The contract period is from April 28, 2026, to March 29, 2027. Price impact of 5-10% based on the contract's contribution to annual revenue estimated.

Announced two contracts with Ansan Green Power on April 29, 2026: a KRW 60.8 billion fuel cell system supply contract and a KRW 49.1 billion long-term service agreement (LTSA).

The Korea Exchange is scheduled to designate GAON CABLE as an 'Investment Warning' stock effective April 28, 2026, due to a rapid increase in its share price; a price impact of ≥10% is expected.

A contract to supply ESS equipment to Ace Engineering worth approximately 120.6 billion KRW (11.31% of annual sales) is scheduled for announcement on April 28, 2026. High importance estimated due to the contract value exceeding 10% of annual revenue.

Announced Q1 2026 earnings with revenue of KRW 1.0365 trillion (+2.1% YoY) and operating profit of KRW 258.3 billion (+18.4% YoY), driven by strong North American transformer sales. High importance is estimated as the record 24.9% operating margin is likely to drive a >10% price impact; earnings release expected.

Announced on April 28, 2026, the winning of a contract to supply high-voltage submarine cables for a solar power project in Shinan, South Korea; Medium importance estimated as the contract scale is likely to drive a >5% price impact, scheduled.

SK Securities raised its target price for LS Eco Energy from KRW 48,000 to KRW 90,000 on April 28, 2026, citing increased visibility of its rare earth business and growth from HVDC cables; this significant target price hike is estimated to have a medium market impact (>=5%), analysts estimated.

Announced a quarterly cash dividend of KRW 1,300 per common share (total KRW 46.8 billion) with record date 2026-05-13 and payment date 2026-05-27. Low importance is estimated as the dividend is within expected ranges with a 1-5% impact; dividend payment scheduled.

LS-VINA acquired KEMA certification for 230kV ultra-high-voltage cables on April 27, 2026, securing eligibility to bid for major power grid projects in the US; this certification is expected to have a medium impact (>=5%) as it opens a major new market, expected.

CEO Ahn Byung-chul donated KRW 100 million to Cha University of Medical Science on April 27, 2026; philanthropic activity typically has minimal price impact.

Announced Q1 2026 consolidated results: Revenue KRW 1.36T (+26.2% YoY), Operating Profit KRW 152.3B (+48.8% YoY). Despite operating profit missing consensus, the stock rose on record new orders and a positive outlook.

NH Investment & Securities raised its target price to 250,000 KRW on April 23, 2026, citing strong demand from AI data centers and the resolution of the block deal overhang forecasted.