Samsung SDI reports a return to operating profitability in the third quarter of 2026, citing stronger demand for energy storage system (ESS) batteries and increased sales tied to AI data centers. Korea Times says the company posts operating profit of 407.8 billion won for July–September, reversing a year-ago operating loss, with revenue up year-on-year and higher than the previous quarter.
Yonhap similarly frames the result around ESS-related deals, reporting a sharp jump in net profit to 342.2 billion won. Both outlets connect the improvement to ESS and battery backup unit (BBU) sales, while also pointing to growth in batteries used for AI data centers. Korea Times adds further detail on segment performance and mentions additional demand for other cylindrical batteries, including those used for power tools and EVs. Differences in emphasis appear mainly in how each outlet highlights operating versus net profit and the specific aspects of demand it foregrounds.
