KOSDAQ · Environmental materials · Semi chemical filters & GHG abatement
Ecopro HN
Ecopro HN is the environmental affiliate of the Ecopro Group (holding company Ecopro owns 31.1%), making chemical filters for semiconductor and display cleanrooms and greenhouse-gas abatement systems for chip fabs. Its core chemical-filter business (~40% of revenue) is a consumable that removes airborne molecular contaminants (AMC) from cleanrooms to protect yield, while greenhouse-gas abatement (RCS, PFCs treatment) grows with chip expansion — including KRW 22.6bn supplied to Samsung's Taylor foundry fab (2024). In March 2026 it won a KRW 23.9bn SCR order for Taiwan's Tongxiao LNG power plant (about 17% of prior-year revenue), broadening into large-scale environmental equipment.
383310.KQ Updated Jul 12, 2026 2 AI consumers· 1 recurring
Per the valuechain.wiki graph, Ecopro HN is directly linked to 2 companies (0 supply, 1 revenue, 1 investment relationships) and reaches 6 companies within two hops; the links are backed by 6 dated sources, 0 of them primary filings (as of 2026-07-12).
Financials & Segments
- Total revenue · ~KRW 141bn (2025, implied)
- Customer concentration · 2026 outlook: KRW 191bn revenue (+36%), KRW 32bn OP; KRW 23.9bn Taiwan LNG SCR order (Mar 2026, 17% of revenue).
- Segments · Air environment (chemical filters) · Greenhouse gas reduction · Particulate matter materials
Revenue from
- 삼성E&A (삼성전자 테일러 팹) High confidence· contract 22,600,000,000원 · 2024 계약 · Taylor fab RCS
KRW 22.6bn of greenhouse-gas abatement (RCS) equipment for Samsung's Taylor fab via Samsung E&A's US arm (2024), after a KRW 31.9bn PFCs deal in 2022.Confirms KO E2 News Published Jun 1, 2024: Ecopro HN signs KRW 22.6bn GHG-abatement deal with Samsung E&AConfirms KO Seoul Economic TV Published Nov 7, 2022: Ecopro HN: KRW 31.9bn PFCs treatment deal with Samsung E&A - 반도체·디스플레이 클린룸 (케미컬 필터) Medium confidence
Core chemical-filter business (~40% of revenue): AMC-removal consumables for semiconductor and display cleanrooms; individual customers undisclosed.Mentions KO Korea Economic Daily Published Jun 19, 2026: Ecopro HN: growth outlook on semiconductor and battery environmental tech
Pays to
No refined links yet.
Investors
- Ecopro Medium confidence· Market share 31.09% · 지분율
Holding company Ecopro owns a 31.1% stake.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Samsung Electronics | lead2 | -9 | -14.2 | +20.9 | -26.4 | +212.9 | +77.9 |
| Samsung Biologics | lead2 | -6.8 | +8.6 | +5.8 | +28.7 | +5 | -20.1 |
| Samsung E&A | lead1 | +74.5 | +20 | -13.7 | -15.9 | +76.7 | +43.2 |
| Ecopro HN | node | · | +4.6 | +17 | -47.7 | +38 | -32 |
| Ecopro | benef1 | -5.1 | +94.5 | +309.5 | -39.2 | +172.1 | -47.1 |
| EcoPro Materials | benef2 | · | · | · | -52.5 | -4.9 | -43.6 |
| EcoPro BM | benef2 | +79.2 | +23.9 | +113.5 | -38.6 | +77.1 | -47.6 |
YTD as of 2026-07-10 · source: Yahoo Finance
The thesis is an environmental-equipment and consumables company riding chip-fab expansion. Its core chemical filters (~40% of revenue) are recurring consumables that remove cleanroom AMC, tied to fab utilization, while GHG abatement (RCS, PFCs) lands in large single orders timed to new fab construction and expansion — e.g. KRW 22.6bn for Samsung's Taylor fab (2024) and KRW 31.9bn for PFCs (2022). A KRW 23.9bn Taiwan LNG SCR order in 2026 (17% of revenue) broadens revenue into large environmental equipment beyond semiconductors, an environmental growth axis independent of parent Ecopro's (31.1%) battery-materials cycle. Risks are that abatement revenue clusters around fab-construction timing with high quarterly volatility, and that chemical-filter customers are undisclosed, limiting revenue visibility.
Analysis generated from returns as of 2026-07-10