[20250206] 에스엔디

4분기 역대 분기 최대 실적 및 수익성 달성에 상한가

 

에스앤디(S&D Co., Ltd.)는 1998년에 설립된 대한민국의 식품 소재 전문 기업으로, 일반기능식품소재와 건강기능식품소재를 생산 및 판매합니다. 

주요 제품으로는 삼양식품의 불닭볶음면 소스와 같은 식품 첨가물이 있으며, 최근에는 생활용품 및 화장품에 사용되는 천연물 소재 연구·개발로 사업 영역을 다각화하고 있습니다. 

 

본사는 충북 청주 오송생명과학단지에 위치하며, ISO22000, HACCP 등 다양한 인증을 갖춘 생산 시설을 운영 중입니다.

 금일 상한가 이유
2025년 2월 6일, 에스앤디의 주가는 전일 대비 29.97% 상승하며 상한가를 기록했습니다. 주요 상승 요인은 다음과 같습니다:

1. 역대 최대 실적 발표  
   에스앤디는 삼양식품 불닭볶음면의 글로벌 인기에 힘입어 연 매출 1,161억 원(전년 대비 31.6% 증가), 영업이익 201억 원(전년 대비 56.2% 증가)을 기록하며 역대 최대 실적을 달성했습니다. 이와 같은 어닝 서프라이즈가 투자자들의 매수세를 자극한 것으로 보입니다[4][32].

2. K-푸드 열풍의 수혜  
   불닭볶음면이 전 세계적으로 인기를 끌면서 에스앤디가 K-푸드 열풍의 대표적인 수혜주로 주목받고 있습니다. 특히, 불닭볶음면은 100개국 이상에서 연간 10억 개 이상 판매되고 있어 회사의 매출 확대에 크게 기여하고 있습니다[4][32].

3. 사업 다각화 및 성장 기대감  
   에스앤디는 식품 소재뿐만 아니라 천연물 기반 생활용품 및 화장품 소재 개발로 사업 영역을 확장하고 있습니다. 이러한 다각화 전략은 안정적인 성장 가능성을 높이는 요인으로 평가받고 있습니다[13][40].

4. 주주가치 제고 정책  
   에스앤디는 자사주 공개매수 및 소각 계획을 통해 주주가치를 제고하겠다고 발표했습니다. 이는 투자자들에게 긍정적인 신호로 작용하며 주가 상승을 견인한 것으로 보입니다[13][40].

이러한 요인들이 복합적으로 작용하며 금일 에스앤디의 주가가 급등한 것으로 분석됩니다.

Citations:
[1] https://snds.co.kr
[2] https://snd.com.sa
[3] https://ssl.pstatic.net/imgstock/upload/research/company/1701645625759.pdf
[4] https://www.seoulwire.com/news/articleView.html?idxno=637247
[5] https://www.youtube.com/watch?v=S58rGbbzOr8
[6] https://www.asiae.co.kr/article/2024051710181012181
[7] https://www.jobkorea.co.kr/company/16151481
[8] https://find-and-update.company-information.service.gov.uk/company/12954113
[9] https://m.thinkpool.com/compDiscuss/cont/1012351
[10] https://www.yna.co.kr/view/AKR20250103001400009
[11] https://ko.wikipedia.org/wiki/%EC%97%90%EC%8A%A4%EC%95%A4%EB%94%94_(%EA%B8%B0%EC%97%85)
[12] https://markets.ft.com/data/equities/tearsheet/profile?s=SND%3AASX
[13] https://m.ekn.kr/view.php?key=20240306027589796
[14] https://kr.benzinga.com/news/usa/stocks/%EB%94%94%EC%A7%80%ED%84%B8-%ED%84%B0%EB%B9%88-3%EB%B6%84%EA%B8%B0-%ED%98%B8%EC%8B%A4%EC%A0%81%EA%B3%BC-2025%EB%85%84%EB%8F%84-%EB%A7%A4%EC%B6%9C-%EC%A0%84%EB%A7%9D-%EC%83%81%ED%96%A5-%EC%A1%B0/
[15] http://www.isnd.co.kr
[16] https://www.catch.co.kr/Comp/CompSummary/201152
[17] https://m.saramin.co.kr/job-search/company-info-view?csn=UEFoSTNHQVczNUZ5dEU4UW9zUHFHUT09
[18] https://find-and-update.company-information.service.gov.uk/company/14037471
[19] https://www.incruit.com/company/20888698/
[20] https://comp.fnguide.com/SVO2/ASP/SVD_Main.asp?pGB=1&gicode=A260970&NewMenuID=11&MenuYn=Y
[21] https://consent.yahoo.com/v2/collectConsent
[22] https://www.teamblind.com/kr/company/%EC%97%90%EC%8A%A4%EC%95%A4%EB%94%94/
[23] https://www.jobkorea.co.kr/recruit/co_read/c/sndutong
[24] http://www.sndtech.co.kr/company/company_vision.php
[25] https://www.jobplanet.co.kr/companies/66064/salaries/%EC%97%90%EC%8A%A4%EC%95%A4%EB%94%94
[26] https://comp.fnguide.com/SVO2/ASP/SVD_Main.asp?pGB=1&gicode=A260970&MenuYn=Y&ReportGB=D&NewMenuID=Y&stkGb=701
[27] https://internshala.com/company/snd-technology-1674759634/
[28] https://blog.naver.com/PostView.naver?blogId=freestrong&logNo=223480328205
[29] https://www.thebigdata.co.kr/view.php?ud=202412190558582669cd1e7f0bdf_23
[30] https://www.youtube.com/watch?v=_1i7dnUFUC4
[31] https://www.youtube.com/watch?v=N5M5J5ATMo8
[32] http://www.widedaily.com/news/articleView.html?idxno=258380
[33] https://www.chosun.com/economy/money/2025/02/06/E3B3AKHE4BE4DNV5BN2XVDCPZQ/
[34] https://www.sedaily.com/NewsView/2GOV5BONAB
[35] https://www.vietnam.vn/ko/nguoi-dan-un-un-ban-gia-vang-tuot-ap-truoc-ngay-than-tai
[36] https://m.mtnwplus.co.kr/mobile/board_view/epilog/6b61c992-5343-17dc-a010-85ae65520000
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[40] https://www.hankyung.com/article/2024030603095