Nuclear power orders lift Doosan Enerbility’s valuation sharply
Doosan surpassed a market capitalization of 120 trillion won thanks to the expansion of demand for nuclear power and the growth of its semiconductor materials business. The photo shows Doosan Group Chairman Park Jeong-won inspecting a gas turbine for power generation under production during his visit to the Doosan Enerbility plant in Changwon, South Gyeongsang Province, on February 11 2026. (Photo courtesy of Doosan Enerbility)
Doosan Group’s market capitalization surpassed 120 trillion won, reaching an all-time high. This result was driven by an increase in orders for Doosan Enerbility due to expanding demand for nuclear power plants and the growth of Doosan Corporation’s AI semiconductor materials business.
A survey on April 27 of the market capitalization of Doosan Group’s seven listed companies showed a total of 125.5005 trillion won as of the closing price on April 24. This represents a sharp 72.7% increase compared to 72.6661 trillion won at the end of last December.
Doosan Enerbility’s market capitalization increased by 64.8% from the end of last year to 81.4153 trillion won, establishing itself as a key pillar that accounts for 65.1% of the group’s total market cap. This is interpreted as a result of the combined effects of demand for replacing aging power grids in North America and Europe and increased investment in power infrastructure due to the expansion of AI data centers.
Doosan Corporation is recording remarkable growth, driven by the strong performance of its AI semiconductor materials business. In particular, the Electronics BG division broke its all-time high records with 1.8751 trillion won in revenue and 485 billion won in operating profit. Boosted by improved profitability, its market capitalization also jumped by 97.3% to 24.9547 trillion won.
In addition, Doosan Tesna’s market capitalization increased by 130.1% from 1.0282 trillion won to 2.3657 trillion won during the same period, marking the highest growth rate among the affiliates. This is attributed to the reflection of expectations for the growth of its back-end testing business, driven by the expanding demand for AI semiconductors.
Doosan Bobcat’s market capitalization also increased by 94.8%, from 3.7401 trillion won to 7.2851 trillion won. This is analyzed to be the effect of improved investor sentiment following expectations of a recovery in North American construction equipment demand and prospects of interest rate cuts.
In particular, it is interpreted that the potential for performance improvement has been preemptively reflected in the stock price, as expectations for expanded infrastructure investment and a rebound in the housing market converge.
Doosan Group’s market capitalization surpassed 120 trillion won, reaching an all-time high. This result was driven by an increase in orders for Doosan Enerbility due to expanding demand for nuclear power plants and the growth of Doosan Corporation’s AI semiconductor materials business.
A survey on April 27 of the market capitalization of Doosan Group’s seven listed companies showed a total of 125.5005 trillion won as of the closing price on April 24. This represents a sharp 72.7% increase compared to 72.6661 trillion won at the end of last December.
Doosan Enerbility’s market capitalization increased by 64.8% from the end of last year to 81.4153 trillion won, establishing itself as a key pillar that accounts for 65.1% of the group’s total market cap. This is interpreted as a result of the combined effects of demand for replacing aging power grids in North America and Europe and increased investment in power infrastructure due to the expansion of AI data centers.
Doosan Corporation is recording remarkable growth, driven by the strong performance of its AI semiconductor materials business. In particular, the Electronics BG division broke its all-time high records with 1.8751 trillion won in revenue and 485 billion won in operating profit. Boosted by improved profitability, its market capitalization also jumped by 97.3% to 24.9547 trillion won.
In addition, Doosan Tesna’s market capitalization increased by 130.1% from 1.0282 trillion won to 2.3657 trillion won during the same period, marking the highest growth rate among the affiliates. This is attributed to the reflection of expectations for the growth of its back-end testing business, driven by the expanding demand for AI semiconductors.
Doosan Bobcat’s market capitalization also increased by 94.8%, from 3.7401 trillion won to 7.2851 trillion won. This is analyzed to be the effect of improved investor sentiment following expectations of a recovery in North American construction equipment demand and prospects of interest rate cuts.
In particular, it is interpreted that the potential for performance improvement has been preemptively reflected in the stock price, as expectations for expanded infrastructure investment and a rebound in the housing market converge.
Jung Suk-yee
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