Samsung SDI said in reporting its Q3 2025 results that it was putting energy storage system (ESS) sales at the heart of its turnaround strategy, particularly in the US, although in Europe it still aimed to capitalise on continued EV uptake.
This time out, the company reported a rebound in battery sales, with revenue of KRW3.52 trillion representing an 18.8% year-over-year increase and operating profit for the division of KRW159.3 billion.
The increase in battery sales came from high-power batteries for UPS applications, battery backup units (BBUs), power tools and European EV sales.
Samsung SDI reported a net profit of KRW471.6 billion, a 740.5% quarter-on-quarter increase, bringing the company back into profitability earlier than the second half of the year timeline it had previously guided.
The earnings recovery was driven by strong demand from AI data centre applications, particularly high-power products used in utility-scale battery energy storage systems (BESS), UPS and BBU systems, the company said. Profitability was achieved due to a better product mix, higher US advanced manufacturing production credit (AMPC) and favourable tariff impacts.
