Korea Investment Holdings (071050) Q1 2026 earnings summary

Executive summary

• Achieved consolidated net income of KRW 916.7bn in 1Q FY2026, up 99.6% year-over-year, driven by strong earnings across all business segments and improved subsidiary profitability.

• Operating income rose 108.9% YoY to KRW 1,106.3bn; pretax income increased 101.0% YoY to KRW 1,236.2bn.

• Annualized ROE surged to 29.4% from 18.6% YoY, reflecting enhanced profitability.

Financial highlights

• Net operating revenue reached KRW 1,699.1bn, up 74.2% YoY and 81.9% QoQ.

• Fee and commission income grew 86.9% YoY to KRW 621.5bn; interest income up 22.1% YoY to KRW 432.0bn.

• Group total assets increased 8.7% YTD to KRW 148.0tn; group total AUM rose 7.1% YTD to KRW 538.3tn.

• SG&A expenses decreased as a percentage of net operating revenue to 27.2% from 36.9% YoY.

Outlook and guidance

• Management expects continued earnings momentum, supported by robust trading volumes, improved net interest margins, and strong asset management inflows.