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HD Hyundai Electric is projected to achieve an operating profit margin of approximately 27% this year, bolstered by a surge in demand for ultra-high-voltage transformers driven by AI-fueled data center investments. LS Electric and Hyosung Heavy Industries are also expected to exceed 18% operating profit margins in their respective sectors.

The power equipment sector has entered a 'dream margin' zone, with domestic firms experiencing significant profitability; HD Hyundai Electric recorded over 900 billion Korean won in operating profit last year and awarded a performance bonus of 1,195% of salaries. Order backlogs are filled until 2028, with over 65% of HD Hyundai Electric's backlog comprised of U.S.-origin orders, which offer higher profitability. Despite concerns over potential oversupply, the industry anticipates supply shortages for at least three years, prompting cautious expansion and increased R&D efforts.