According to Park Gang-ho of Daishin Securities, Samsung Electro-Mechanics' stock has fallen 45% over the past month as of November 12, despite improving Q3 business performance. The analyst projects the company's operating profit will surge 148% year-over-year in 2026 and 112% in 2027, driven by strong demand in semiconductor substrates (FC-BGA) and multilayer ceramic capacitors (MLCC).

MLCC business is expected to benefit from increased orders for AI servers, data centers, and automotive electronics. Samsung Electro-Mechanics has already secured approximately 3.27 trillion won in MLCC orders for 2027 production, exceeding half of the company's estimated 2026 MLCC sales of 6.53 trillion won. MLCC revenue is projected to reach 9.3 trillion won in 2027, a 43% year-over-year increase. With a forward price-to-earnings ratio of 18.3, Park recommends the stock as the top pick in the electrical and electronics sector for valuation reappraisal potential.

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