S-Oil ๋กœ๊ณ 

S-Oil (010950) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

S-Oil ์ฃผ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ์ •๋ณด

ํ˜„์žฌ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ํˆฌ์ž ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 161,600 ์›
๋ณ€๋™๋Ÿ‰ โ–ฒ 3,800 ์›
๋ณ€๋™๋ฅ  +2.41%
๊ธฐ์ค€ ์‹œ๊ฐ
๊ฑฐ๋ž˜ ๊ตฌ๋ถ„ ์ •๊ทœ์žฅ
์‹œ์žฅ KOSPI
๊ฑฐ๋ž˜์†Œ KRX ยท NXT ๊ฑฐ๋ž˜ ๊ฐ€๋Šฅ
์‹œ๊ฐ€ 159,700 ์›
๊ณ ๊ฐ€ 163,800 ์›
์ €๊ฐ€ 157,500 ์›
52์ฃผ ๋ฒ”์œ„ 61,100 ์› ~ 177,100 ์›
๊ฑฐ๋ž˜๋Ÿ‰ 22,647
๊ฑฐ๋ž˜๋Œ€๊ธˆ 3,638,914,050 ์›
์‹œ๊ฐ€์ด์•ก 17์กฐ 7,655์–ต์›
PER 54.69๋ฐฐ
PBR 1.09๋ฐฐ
EPS 1,517.5372 ์›
์—…์ข… ์„์œ /์„์œ ํ™”ํ•™

์ผ๋ณ„ ์ฃผ๊ฐ€

๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€ ์ •๋ณด
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
2026.09.14 148,600 151,400 143,900 145,500 290,855 42,954,890,750
2026.09.15 145,700 151,200 145,000 147,300 346,265 51,425,832,200
2026.09.16 149,900 150,600 143,000 143,600 268,448 39,160,890,750
2026.09.17 143,600 153,100 142,200 152,800 324,327 49,023,536,400
2026.09.18 153,600 157,300 148,600 149,700 315,281 47,535,836,500
2026.09.21 149,700 155,500 149,000 153,900 336,267 51,627,281,900
2026.09.22 147,400 156,900 147,400 153,200 437,500 66,405,174,100
2026.09.23 154,600 160,600 153,200 156,500 376,025 58,872,144,050
2026.09.28 155,900 164,800 155,800 164,000 407,940 66,214,111,200
2026.09.29 163,700 164,800 154,000 158,200 252,875 40,060,968,850

ํšŒ์‚ฌ ์ •๋ณด

๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ
KOSPI 41์œ„ 112,582,792 79.72% ์—๋„ˆ์ง€ ์„์œ /์„์œ ํ™”ํ•™

๊ธฐ์—… ๊ฐœ์š”

S-Oil์€ 1976๋…„ ์„ค๋ฆฝ๋œ ๊ธฐ์—…์œผ๋กœ ์„์œ  ์ œํ’ˆ, ๊ฐ€์Šค, ์œคํ™œ๊ธฐ์œ , ํ™”ํ•™ ์ œํ’ˆ ์ œ์กฐยทํŒ๋งค์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ์ข…์†๊ธฐ์—…์€ S-INTERNATIONAL LTD, ์—์“ฐ-์˜ค์ผํ† ํƒˆ์œคํ™œ์œ  ๋“ฑ์ด ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ์ •์œ  ์‚ฌ์—… ๋ถ€๋ฌธ์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ์„์œ ํ™”ํ•™, ์œคํ™œ ๋ถ€๋ฌธ์ด ๋’ค๋ฅผ ์ž‡๊ณ  ์žˆ๋‹ค. ๋Œ€๊ทœ๋ชจ ์ •์ œ์‹œ์„ค, ๋†’์€ ๊ณ ๋„ํ™”์„ค๋น„, ์ˆ˜์ง ๊ณ„์—ดํ™”, ์•ˆ์ •์ ์ธ ๋‚ด์ˆ˜ ์œ ํ†ต๋ง ๋“ฑ์„ ๋ฐ”ํƒ•์œผ๋กœ ๊ฒฌ๊ณ ํ•œ ์‹œ์žฅ์ง€์œ„์™€ ๊ฒฝ์Ÿ๋ ฅ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ๋‹ค.

๊ด€๋ จ ํ…Œ๋งˆ

  • ์ •์œ  : ์ค‘์งˆ์œ  ๋ถ„ํ•ด ์‹œ์„ค์„ ๊ฐ–์ถ”๊ณ  ์žˆ์œผ๋ฉฐ ์„์œ  ์ •์ œ ๋ฐ ์„์œ ๋ฅ˜ ์ œํ’ˆ, ์œคํ™œ ๊ธฐ์œ  ์ œํ’ˆ, ์„์œ ํ™”ํ•™ ์ œํ’ˆ์˜ ์ œ์กฐ ๋ฐ ํŒ๋งค๋ฅผ ์˜์œ„ํ•˜๊ณ  ์žˆ์Œ
  • ์ธํ”Œ๋ ˆ์ด์…˜ : ์„์œ ๋ฅ˜ ์ œํ’ˆ, ์œคํ™œ ๊ธฐ์œ  ์ œํ’ˆ, ์„์œ ํ™”ํ•™ ์ œํ’ˆ์˜ ์ œ์กฐ ๋ฐ ํŒ๋งค ๋“ฑ์„ ์ฃผ์š” ์‚ฌ์—…์œผ๋กœ ํ•˜๊ณ  ์žˆ๋Š” ๊ธฐ์—…์œผ๋กœ, ์œ ๊ฐ€ ์ƒ์Šน์‹œ ์ •์ œ ๋งˆ์ง„์ด ์ƒ์Šนํ•˜์—ฌ ์ธํ”Œ๋ ˆ์ด์…˜ ์ˆ˜ํ˜œ์ฃผ๋กœ ๋ถ€๊ฐ๋จ
  • ์œ ๊ฐ€ : ์„์œ ์ œํ’ˆ๊ณผ ๊ฐ€์Šค, ์œคํ™œ๊ฐ€์Šค, ํ™”ํ•™ ์ œํ’ˆ ๋ฐ ๊ด€๋ จ ์ œํ’ˆ์˜ ์ œ์กฐ, ์ˆ˜์†ก, ์ €์žฅ ๋ฐ ๋งค๋งค, ์›์œ  ๋ฐ ์ „ํ˜ธ ๊ฐ ์ œํ’ˆ์˜ ์ˆ˜์ถœ ์‚ฌ์—… ๋“ฑ์„ ํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ ์ •์œ  ์‚ฌ์—…์„ ํ•˜๊ธฐ ๋•Œ๋ฌธ์— ์œ ๊ฐ€ ๊ด€๋ จ ์ฃผ๋กœ ์›€์ง์ž„
  • ํ™˜์œจํ•˜๋ฝ : ๊ตญ๋‚ด ๋Œ€ํ‘œ์ ์ธ ์ •์œ ์‚ฌ๋กœ ์„ธ๊ณ„์  ์ˆ˜์ค€์˜ ์ค‘์งˆ์œ  ๋ถ„ํ•ด ์‹œ์„ค์„ ๊ฐ–์ถ”๊ณ  ์žˆ๋Š” ์„์œ  ์ •์ œ ๋ฐ ํŒ๋งค์—…์ฒด๋กœ ํ™˜์œจ ํ•˜๋ฝ ์‹œ ์›์œ  ๋น„์šฉ ์ ˆ๊ฐ ํšจ๊ณผ๋กœ ์ˆ˜ํ˜œ์ฃผ๋กœ ๋ถ€๊ฐ๋จ
  • LPG : LPG ์ˆ˜์ž…ํ•˜์—ฌ S-Oil ๊ฐ€์Šค์ถฉ์ „์†Œ์— ๊ณต๊ธ‰ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ด๋ฅผ ๊ตญ๋‚ด ์ •์œ ์‚ฌ, ์ถฉ์ „์†Œ, ์‚ฐ์—…์ฒด ๋“ฑ์— ๊ณต๊ธ‰ ์ค‘
  • ํ•œ๋•์ˆ˜ : ํ•œ๋•์ˆ˜ ์ „ ์ด๋ฆฌ๊ฐ€ ๊ณผ๊ฑฐ ์—๋„ˆ์ง€ ์ •์ฑ…๊ณผ ๊ด€๋ จ๋œ ํ™œ๋™์„ ํ•œ ์ด๋ ฅ์ด ์žˆ์–ด ์ •์ฑ…์  ์ˆ˜ํ˜œ ๊ฐ€๋Šฅ์„ฑ์ด ๋ถ€๊ฐ๋œ ๋ฐ” ์žˆ์Œ
  • ์•ก์นจ๋ƒ‰๊ฐ : ๋ฐ์ดํ„ฐ์„ผํ„ฐยท๋ฐฐํ„ฐ๋ฆฌ์šฉ ์•ก์นจ๋ƒ‰๊ฐ์œ  e-์ฟจ๋ง ์†”๋ฃจ์…˜ ํŒ๋งค
  • ์ค‘๋™์ „์Ÿ : ์ค‘๋™ ์‚ฐ์œ ๊ตญ๋“ค๊ณผ ์žฅ๊ธฐ ์›์œ  ๋„์ž… ๊ณ„์•ฝ์„ ๋งบ๊ณ  ์žˆ๋Š” ๊ตญ๋‚ด ์ •์œ ์‚ฌ๋กœ, ์ค‘๋™ ์‚ฐ์œ ์‹œ์„ค ํ”ผ๊ฒฉยท์›์œ  ๊ณต๊ธ‰ ๋ถˆ์•ˆ ์šฐ๋ ค๊ฐ€ ์ปค์งˆ ๋•Œ ์ •์ œ ๋งˆ์ง„๊ณผ ์žฌ๊ณ  ํ‰๊ฐ€์ด์ต ๊ธฐ๋Œ€๊ฐ์ด ๋ถ€๊ฐ๋˜๋ฉฐ ์ค‘๋™์ „์Ÿยท๊ตญ์ œ์œ ๊ฐ€ ํ…Œ๋งˆ์˜ ๋Œ€ํ‘œ ๋Œ€ํ˜•์ฃผ๋กœ ๊ฑฐ๋ก ๋˜๋Š” ๊ธฐ์—…

AI์˜ˆ์ธก

AI์˜ˆ์ธก๊ธฐ๋Š” ์ด ์ข…๋ชฉ์„ ๊ฐ•๋ ฅ๋งค๋„ ยท ๋งค๋„ ยท ์ค‘๋ฆฝ ยท ๋งค์ˆ˜ ยท ๊ฐ•๋ ฅ๋งค์ˆ˜ ๋กœ ์˜ˆ์ธกํ–ˆ์–ด์š”.

๋ฉค๋ฒ„์‹ญ ํ”Œ๋žœ์„ ๊ตฌ๋…ํ•˜๋ฉด ์˜ˆ์ƒ ์ฃผ๊ฐ€ ์‹œ๋‚˜๋ฆฌ์˜ค์™€ AI์˜ ํˆฌ์ž์˜๊ฒฌ, ๋ชฉํ‘œยท์†์ ˆ๊ฐ€, AI๊ฐ€ ์ฐธ๊ณ ํ•œ ์ฐจํŠธ ํŒจํ„ด๋“ค์„ ํ™•์ธํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ง€ํ‘œ๋ถ„์„

์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์€ ์ด ์ข…๋ชฉ์„ ๋งค์ˆ˜ ยท ๋งค๋„ ยท ๋ณด์œ  ยท ๊ด€๋ง ์ค‘์ด์—์š”.

๋ฉค๋ฒ„์‹ญ ํ”Œ๋žœ์„ ๊ตฌ๋…ํ•˜๋ฉด ์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์˜ ๋งค๋งค ์‹œ์ ์„ ํ™•์ธํ•˜๊ณ  ๋‹ค์Œ ์‹ ํ˜ธ๋ฅผ ์•Œ๋ฆผ์œผ๋กœ ๋ฐ›์•„๋ณผ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ตœ์‹  ๊ด€๋ จ ๋‰ด์Šค

์‚ฌ์šฐ๋””์•„๋ผ๋น„์•„๊ฐ€ ์›์œ  ์ˆ˜์ถœ ๊ฒฝ๋กœ๋ฅผ ๋Œ€๊ฑฐ ๋ณ€๊ฒฝํ•˜๋ฉด์„œ ์˜ค๋งŒ๋งŒ ์ผ๋Œ€์˜ ํ•ด์ƒํ™˜์  ์ธํ”„๋ผ๊ฐ€ ํฌํ™” ์ƒํƒœ์— ์ด๋ฅด๋ €๋‹ค๊ณ  ์ฃผ์š” ์™ธ์‹ ์ด 25์ผ(ํ˜„์ง€์‹œ๊ฐ„) ๋ณด๋„ํ–ˆ๋‹ค. ์‚ฌ์šฐ๋”” ๊ตญ์˜ ์„์œ ํšŒ์‚ฌ ์•„๋žŒ์ฝ”๋Š” ์ง€๋‚œ 13์ผ ๋™์„œ ์†ก์œ ๊ด€ ํ”ผ๊ฒฉ์œผ๋กœ ํ™ํ•ด ์–€๋ถ€ํ•ญ์„ ํ†ตํ•œ ์ˆ˜์ถœ์ด ์ค‘๋‹จ๋˜์ž ์ด๋‹ฌ๊ณผ ๋‹ค์Œ ๋‹ฌ ์ธ๋„๋ถ„ ์›์œ  6000๋งŒ๋ฐฐ๋Ÿด ์ด์ƒ์„ ์˜ค๋งŒ ์†Œํ•˜๋ฅด ์•ž๋ฐ”๋‹ค์—์„œ ํ™˜์ ํ•˜๋Š” ๋ฐฉ์‹์œผ๋กœ ๋Œ๋ ธ๋‹ค. ์‚ฌ์šฐ๋”” ๋™๋ถ€ ๋ผ์Šคํƒ€๋ˆ„๋ผํ•ญ์—์„œ ์›์œ ๋ฅผ ์‹ค์€ ์œ ์กฐ์„ ์ด ํ˜ธ๋ฅด๋ฌด์ฆˆ ํ•ดํ˜‘์„ ํ†ต๊ณผํ•ด ํ•ดํ˜‘ ๋ฐ”๊นฅ์˜ ์†Œํ•˜๋ฅด ์•ž๋ฐ”๋‹ค๊นŒ์ง€ ์šด์†กํ•œ ๋’ค, ์ด๊ณณ์—์„œ ์•„์‹œ์•„ ๋“ฑ์œผ๋กœ ํ–ฅํ•˜๋Š” ๋‹ค๋ฅธ ์œ ์กฐ์„ ์— ์›์œ ๋ฅผ ์˜ฎ๊ฒจ ์‹ฃ๋Š” ๋ฐฉ์‹์ด๋‹ค.

[ํŒŒ์ด๋‚ธ์…œ๋‰ด์Šค] ํŒฌ์˜ค์…˜์ด ๋ฒŒํฌ ์ค‘์‹ฌ ์‚ฌ์—… ๊ตฌ์กฐ์—์„œ ํƒฑ์ปค์™€ LNG์„  ๋“ฑ ์—๋„ˆ์ง€ ์ˆ˜์†ก ๋น„์ค‘์„ ํ™•๋Œ€ํ•˜๋ฉฐ ์ด์ต ์ฒด๋ ฅ์ด ํ•œ ๋‹จ๊ณ„ ๋†’์•„์ง€๋Š” ๊ตฌ๊ฐ„์— ์ง„์ž…ํ–ˆ๋‹ค. 17์ผ ์–‘์Šน์œค ์œ ์ง„ํˆฌ์ž์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ ํŒฌ์˜ค์…˜์ด ๋ฒŒํฌ ์ค‘์‹ฌ์˜ ์•ˆ์ •์„ฑ๊ณผ ์—๋„ˆ์ง€ ์ˆ˜์†ก ํ™•๋Œ€์— ๋”ฐ๋ฅธ ์„ฑ์žฅ์„ฑ์„ ๋™์‹œ์— ํ™•๋ณดํ•˜๊ณ  ์žˆ๋‹ค๊ณ  ํ‰๊ฐ€ํ–ˆ๋‹ค. ์–‘ ์—ฐ๊ตฌ์›์€ VLCC์™€ LNG์„ ์˜ ์ด์ต ๊ธฐ์—ฌ๊ฐ€ ๋ณธ๊ฒฉํ™”๋˜๋ฉด์„œ ํ–ฅํ›„ ์‹ค์  ์ฒด๋ ฅ์ด ํ•œ ๋‹จ๊ณ„ ๋†’์•„์งˆ ๊ฒƒ์ด๋ผ๊ณ  ๋งํ–ˆ๋‹ค. ์ด์–ด CAPEX ๋ถ€๋‹ด ์™„ํ™”๊ฐ€ ๊ฐ€์‹œํ™”๋˜๋ฉด ๋ฐฐ๋‹น ํ™•๋Œ€์™€ ๋ฐธ๋ฅ˜์—์ด์…˜ ์žฌํ‰๊ฐ€๊ฐ€ ํ•จ๊ป˜ ๋‚˜ํƒ€๋‚  ์ˆ˜ ์žˆ๋‹ค๊ณ  ๋ง๋ถ™์˜€๋‹ค. ์œ ์ง„ํˆฌ์ž์ฆ๊ถŒ์€ ํŒฌ์˜ค์…˜์˜ 2026๋…„ ์—ฐ๊ฐ„ ๋งค์ถœ์•ก์„ 6์กฐ9474์–ต์›, ์˜์—…์ด์ต์„ 7004์–ต์›์œผ๋กœ ์ œ์‹œํ–ˆ๋‹ค. ๊ฐ๊ฐ ์ „๋…„ ๋Œ€๋น„ 27.9%, 42.4% ์ฆ๊ฐ€ํ•œ ์ˆ˜์น˜๋‹ค. ์ค‘๋™ ๋ฆฌ์Šคํฌ ์™„ํ™”๋กœ ์šด์ž„์ด ์ •์ƒํ™”๋˜๋”๋ผ๋„ VLCC ์„ ๋Œ€ ํ™•๋Œ€์™€ LNG์„ ์˜ ์•ˆ์ •์ ์ธ ์ด์ต ๊ธฐ์—ฌ๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ ๋†’์•„์ง„ ์‹ค์  ์ˆ˜์ค€์ด

์‹ ํ•œํˆฌ์ž์ฆ๊ถŒ์€ 17์ผ S-Oil์— ๋Œ€ํ•ด ํˆฌ์ž์˜๊ฒฌ ๋งค์ˆ˜๋ฅผ ์œ ์ง€ํ•˜๊ณ  ๋ชฉํ‘œ์ฃผ๊ฐ€๋ฅผ 20๋งŒ์›์—์„œ 22๋งŒ์›์œผ๋กœ ์ƒํ–ฅํ–ˆ๋‹ค. ์ด์ง„๋ช… ์‹ ํ•œํˆฌ์ž์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ "์ง€์ •ํ•™ ์ถฉ๊ฒฉ์€ ์ „ํ™˜ ๋Šฅ๋ ฅ์˜ ๊ฐ€์น˜๋ฅผ ๋†’์ด๋Š”๋ฐ ์ •์ œ ์„ค๋น„๋Š” ๋Œ€์ฒด ๋ถˆ๊ฐ€"๋ผ๋ฉฐ ์ด๊ฐ™์ด ๋ฐํ˜”๋‹ค.์ด ์—ฐ๊ตฌ์›์€ ์œ ๊ฐ€๊ฐ€ ๋‹ค์‹œ ๊ธ‰๋“ฑํ•˜๋ฉด์„œ ์„ค๋น„๋ฅผ ๊ฐ€์ง„ S-Oil์ด ์ˆ˜ํ˜œ๋ฅผ ์ž…์„ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒํ–ˆ๋‹ค. ์‚ฌ์šฐ๋”” ์•„๋ž๋ผ์ดํŠธ ๊ณต์‹ํŒ๋งค๊ฐ€๊ฒฉ(OSP)์€ 5์›” 19.5๋‹ฌ๋Ÿฌ์—์„œ ์ตœ๊ทผ -2๋‹ฌ๋Ÿฌ๋กœ ๋‚ฎ์•„์ ธ 2020๋…„ 6์›” ์ดํ›„ ์ตœ์ €๋‹ค. ๊ทธ๋Š” ์•„๋žŒ์ฝ” ๊ณ„์•ฝ ๋ฌผ๋Ÿ‰์œผ๋กœ ๊ฐ€๊ฒฉ ๋ฐ ๋ฌผ๋Ÿ‰ ๊ฐ€์‹œ์„ฑ์ด ๋†’์ง€๋งŒ ์šฐํšŒ๋กœ ์ค‘๋‹จ์€ ๋„์ž… ์ง€์—ฐ ์š”์ธ์œผ๋กœ OSP์™€ ์ค‘

๋ฏธ๊ตญ์˜ ๊ธˆ๋ฆฌ ์ธ์ƒ ๊ฐ€๋Šฅ์„ฑ์ด ์ปค์ง€๋ฉด์„œ ๊ตญ๋‚ด ์ฃผ์‹์‹œ์žฅ ๊ธด์žฅ๊ฐ๋„ ๋†’์•„์ง€๊ณ  ์žˆ๋‹ค. ์ด๋Ÿฐ ๊ฐ€์šด๋ฐ ์ตœ๊ทผ ์ฆ๊ถŒ์—…๊ณ„๊ฐ€ ์ •์œ ์ฃผ ๋ชฉํ‘œ๊ฐ€๋ฅผ ์ผ์ œํžˆ ๋†’์ด๊ณ  ์žˆ์–ด ์ฃผ๋ชฉ๋œ๋‹ค. ๋‹จ์ˆœํžˆ ๊ตญ์ œ์œ ๊ฐ€๊ฐ€ ์ƒ์Šนํ•ด์„œ๊ฐ€ ์•„๋‹ˆ๋ผ ์ •์ œ๋งˆ์ง„๊ณผ ์ธํ”„๋ผ ํฌ์†Œ์„ฑ ๋“ฑ์ด ์—…๊ณ„ ๊ฒฝ์Ÿ๋ ฅ์„ ๋†’์ด๊ณ  ์žˆ๋‹ค๋Š” ๋ถ„์„์ด๋‹ค. โ”SK์ด๋…ธ, ์—์“ฐ์˜ค์ผ ๋“ฑ ๋ชฉํ‘œ์ฃผ๊ฐ€ ์ตœ๊ทผ ๋†’์•„์ ธโ€ฆ์ด์ต ๊ฒฝ์Ÿ๋ ฅ '๋ˆˆ์— ๋„๋„ค'โ”16์ผ ๊ธˆ์œตํˆฌ์ž์—…๊ณ„์— ๋”ฐ๋ฅด๋ฉด ์œ ์•ˆํƒ€์ฆ๊ถŒ์€ ์ง€๋‚œ 15์ผ SK์ด๋…ธ๋ฒ ์ด์…˜์˜ ๋ชฉํ‘œ์ฃผ๊ฐ€๋ฅผ ๊ธฐ์กด 17๋งŒ์›์—์„œ 20๋งŒ์›์œผ๋กœ ์ƒํ–ฅํ–ˆ๋‹ค. SK์•„์ดํ…Œํฌ๋†€๋กœ์ง€์™€์˜ ํ•ฉ๋ณ‘ ๋“ฑ ๊ตฌ์กฐ์กฐ์ • ์ด์Šˆ๊ฐ€ ๋‚จ์•„์žˆ์ง€๋งŒ ์ง€๋‚œํ•ด 4487์–ต์›์— ๋ถˆ๊ณผํ–ˆ๋˜ ์˜์—…์ด์ต์ด 10์กฐ์›์œผ๋กœ ๋›ธ ์ˆ˜ ์žˆ๋‹ค๋Š” ์ „๋ง์ด ์ด ๊ฐ™์€ ๋ชฉํ‘œ๊ฐ€ ์„ค์ •์œผ๋กœ ์ด์–ด์กŒ๋‹ค๋Š” ์„ค๋ช…์ด๋‹ค....

[ํŒŒ์ด๋‚ธ์…œ๋‰ด์Šค] ์‹ ํ•œํˆฌ์ž์ฆ๊ถŒ์€ ์œ ๊ฐ€๊ฐ€ ๋‹ค์‹œ ๋›ฐ๋”๋ผ๋„ ์ •์ œ์„ค๋น„ ๋ถ€์กฑ์œผ๋กœ S-Oil์˜ ์ด์ต ์ฒด๋ ฅ์ด ์œ ์ง€๋  ๊ฒƒ์ด๋ผ๋ฉฐ ํˆฌ์ž์˜๊ฒฌ์€ '๋งค์ˆ˜', ๋ชฉํ‘œ์ฃผ๊ฐ€๋Š” ๊ธฐ์กด 20๋งŒ์›์—์„œ 22๋งŒ์›์œผ๋กœ ์ƒํ–ฅํ–ˆ๋‹ค. ์ „์ผ ์ข…๊ฐ€๋Š” 14๋งŒ8700์›์œผ๋กœ ๋ชฉํ‘œ์ฃผ๊ฐ€ 22๋งŒ์› ๋Œ€๋น„ ์ƒ์Šน์—ฌ๋ ฅ์€ ์•ฝ 47.9%๋‹ค. 16์ผ ์ด์ง„๋ช… ์‹ ํ•œํˆฌ์ž์ฆ๊ถŒ ์ˆ˜์„์—ฐ๊ตฌ์›์€ ์ง€๊ฒฝํ•™์  ์ถฉ๊ฒฉ์œผ๋กœ ์›์œ  ๊ณต๊ธ‰๋ง์ด ํ”๋“ค๋ฆฌ๋ฉด์„œ ์ •์ œ์„ค๋น„์˜ ํฌ์†Œ๊ฐ€์น˜๊ฐ€ ๋†’์•„์ง€๊ณ  ์žˆ๋‹ค๊ณ  ๋ถ„์„ํ–ˆ๋‹ค. ์ด ์—ฐ๊ตฌ์›์€ "๊ฑธํ”„ ์ง€์—ญ ์›์œ  ์ˆ˜์ถœ์ด 7์›” ์ „์Ÿ ์ด์ „ ์ˆ˜์ค€์˜ 61%๊นŒ์ง€ ํšŒ๋ณต๋์ง€๋งŒ 9์›” ๋™์„œ ์†ก์œ ๊ด€ ์ค‘๋‹จ์œผ๋กœ ๋‹ค์‹œ ์ฐจ์งˆ์„ ๋นš๊ณ  ์žˆ๋‹ค"๋ฉฐ "์ •์ œ์„ค๋น„๋Š” ๋‹ค๋ฅธ ์„ค๋น„๋กœ ๋Œ€์ฒดํ•˜๊ธฐ ์–ด๋ ค์šด ๋งŒํผ ๊ณต๊ธ‰ ๋ถ€์กฑ์ด ์žฅ๊ธฐํ™”๋  ๊ฐ€๋Šฅ์„ฑ์ด ๋†’๋‹ค"๊ณ  ์„ค๋ช…ํ–ˆ๋‹ค. ๋‘๋ฐ”์ด์œ ๋Š” 8์›” 88.4๋‹ฌ๋Ÿฌ์—์„œ 9์›”11์ผ 123.7๋‹ฌ๋Ÿฌ๊นŒ์ง€ ์žฌ์ฐจ ์ƒ์Šนํ–ˆ๊ณ , 8์›” ๋ณตํ•ฉ ์ •์ œ๋งˆ์ง„์€ 34๋‹ฌ๋Ÿฌ๋กœ ๊ณผ๊ฑฐ ํ‰๊ท ์˜ 4.8๋ฐฐ

์‹ค์ ํ˜„ํ™ฉ

๋งค์ถœ์•ก

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 34,246,957,000,000 -6.52%
2024 ์—ฐ๊ฐ„ (YoY) 36,637,031,000,000 2.55%
2023 ์—ฐ๊ฐ„ (YoY) 35,726,694,000,000 -15.83%
2022 ์—ฐ๊ฐ„ (YoY) 42,446,030,000,000 54.55%
2026.2Q ๋ถ„๊ธฐ (QoQ) 11,343,488,000,000 26.85%
2026.1Q ๋ถ„๊ธฐ (QoQ) 8,942,689,000,000 1.71%
2025.4Q ๋ถ„๊ธฐ (QoQ) 8,792,553,000,000 4.48%
2025.3Q ๋ถ„๊ธฐ (QoQ) 8,415,367,000,000 4.56%

์˜์—…์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 235,631,000,000 -44.19%
2024 ์—ฐ๊ฐ„ (YoY) 422,177,000,000 -68.83%
2023 ์—ฐ๊ฐ„ (YoY) 1,354,582,000,000 -60.22%
2022 ์—ฐ๊ฐ„ (YoY) 3,405,166,000,000 59.05%
2026.2Q ๋ถ„๊ธฐ (QoQ) 965,015,000,000 -21.61%
2026.1Q ๋ถ„๊ธฐ (QoQ) 1,231,078,000,000 231.00%
2025.4Q ๋ถ„๊ธฐ (QoQ) 371,927,000,000 62.26%
2025.3Q ๋ถ„๊ธฐ (QoQ) 229,216,000,000 166.64%

์ˆœ์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 176,952,000,000 191.67%
2024 ์—ฐ๊ฐ„ (YoY) -193,042,000,000 -120.34%
2023 ์—ฐ๊ฐ„ (YoY) 948,848,000,000 -54.91%
2022 ์—ฐ๊ฐ„ (YoY) 2,104,387,000,000 52.65%
2026.2Q ๋ถ„๊ธฐ (QoQ) 514,584,000,000 -28.63%
2026.1Q ๋ถ„๊ธฐ (QoQ) 720,991,000,000 220.32%
2025.4Q ๋ถ„๊ธฐ (QoQ) 225,086,000,000 256.11%
2025.3Q ๋ถ„๊ธฐ (QoQ) 63,206,000,000 194.65%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -37,212

๊ธฐ๊ด€: 23,587

์™ธ์ธ: 14,199

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -3,049,653

๊ธฐ๊ด€: 3,147,404

์™ธ์ธ: -185,750

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-09-29 -37,212 23,587 14,199
2026-09-28 -107,806 61,792 48,328
2026-09-23 -81,320 15,437 68,535
2026-09-22 -26,314 -93,893 124,432
2026-09-21 -51,821 26,430 25,020
2026-09-18 -15,414 22,221 -5,491
2026-09-17 -72,040 54,825 17,321
2026-09-16 27,348 -9,583 -18,358
2026-09-15 -37,482 -37,299 74,819
2026-09-14 5,844 -24,194 15,674
2026-09-11 27,167 -186,833 159,711
2026-09-10 161,113 -64,053 -97,821
2026-09-09 -103,010 47,097 55,901
2026-09-08 13,744 40,094 -58,838
2026-09-07 15,324 20,793 -36,203
2026-09-04 -274,612 196,952 82,091
2026-09-03 -3,739 23,858 -18,961
2026-09-02 -42,203 92,001 -49,575
2026-09-01 -49,501 27,297 26,300
2026-08-31 -31,282 76,958 -46,534
2026-08-28 -81,459 43,671 38,892

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-09-29 -764,675 357,158 419,442
2026-09-28 -727,463 333,571 405,243
2026-09-23 -619,657 271,779 356,915
2026-09-22 -538,337 256,342 288,380
2026-09-21 -512,023 350,235 163,948
2026-09-18 -460,202 323,805 138,928
2026-09-17 -444,788 301,584 144,419
2026-09-16 -372,748 246,759 127,098
2026-09-15 -400,096 256,342 145,456
2026-09-14 -362,614 293,641 70,637
2026-09-11 -368,458 317,835 54,963
2026-09-10 -395,625 504,668 -104,748
2026-09-09 -556,738 568,721 -6,927
2026-09-08 -453,728 521,624 -62,828
2026-09-07 -467,472 481,530 -3,990
2026-09-04 -482,796 460,737 32,213
2026-09-03 -208,184 263,785 -49,878
2026-09-02 -204,445 239,927 -30,917
2026-09-01 -162,242 147,926 18,658
2026-08-31 -112,741 120,629 -7,642
2026-08-28 -81,459 43,671 38,892

์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
30,242,119,000,000 66.65% 33.35%

๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
๊ฒฝ์œ  [์ •์œ ] 31.6%
ํœ˜๋ฐœ์œ  [์ •์œ ] 17.2%
Basic Chemical/ Polymer [์„์œ ํ™”ํ•™] 12.3%
ํ•ญ๊ณต์œ  [์ •์œ ] 11.9%
์œคํ™œ๊ธฐ์œ  [์œคํ™œ] 8.3%
๋‚ฉ์‚ฌ [์ •์œ ] 5.2%
๊ธฐํƒ€ 13.5%

๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 34,699 (11.4%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 236,762 (0.21%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-09-29 158,200 34,699 11.40%
2026-09-28 164,000 39,808 7.89%
2026-09-23 156,500 80,561 17.02%
2026-09-22 153,200 41,237 7.57%
2026-09-21 153,900 23,956 6.04%
2026-09-18 149,700 18,002 4.86%
2026-09-17 152,800 27,831 6.60%
2026-09-16 143,600 25,369 7.31%
2026-09-15 147,300 91,261 20.98%
2026-09-14 145,500 55,301 16.95%
2026-09-11 150,000 67,629 10.34%
2026-09-10 154,900 53,236 3.84%
2026-09-09 165,900 22,807 3.10%
2026-09-08 159,400 14,355 3.92%
2026-09-07 157,600 5,591 2.16%
2026-09-04 157,300 116,721 9.59%
2026-09-03 147,900 178,693 39.77%
2026-09-02 150,900 70,146 12.02%
2026-09-01 151,700 33,612 5.98%
2026-08-31 150,100 24,254 3.49%
2026-08-28 149,200 42,656 7.60%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-09-23 156,500 236,762 0.21%
2026-09-22 153,200 218,668 0.19%
2026-09-21 153,900 229,999 0.20%
2026-09-18 149,700 247,881 0.22%
2026-09-17 152,800 242,697 0.22%
2026-09-16 143,600 243,108 0.22%
2026-09-15 147,300 251,531 0.22%
2026-09-14 145,500 251,557 0.22%
2026-09-11 150,000 245,327 0.22%
2026-09-10 154,900 194,813 0.17%
2026-09-09 165,900 287,377 0.26%
2026-09-08 159,400 448,349 0.40%
2026-09-07 157,600 440,191 0.39%
2026-09-04 157,300 455,067 0.40%
2026-09-03 147,900 408,417 0.36%
2026-09-02 150,900 274,790 0.24%
2026-09-01 151,700 279,763 0.25%
2026-08-31 150,100 336,658 0.30%
2026-08-28 149,200 366,318 0.33%
2026-08-27 136,700 358,667 0.32%
2026-08-26 141,000 322,289 0.29%

์—…์ข… ๋‚ด ๋น„๊ต

์„์œ /์„์œ ํ™”ํ•™ ์—…์ข…(10๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ํ˜„์žฌ ์ข…๋ชฉ ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 182,609.289 46,676.42 2์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 12.549 -47.87 2์œ„
PBR 1.893 1.12 2์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 2.013 0.14 3์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) - - -์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.688 1.07 5์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.517 0.52 3์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 198.816 91.99 1์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 342,469.57 131,047.15 2์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 2,356.31 882.51 2์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 1,769.52 -5,785.05 1์œ„