# Who are Lotte Chemical's customers? Who does Lotte Chemical earn revenue from?
Canonical: https://valuechain.wiki/lotte-chemical · Facet: customers · Updated: 2026-07-12T04:40:25.347+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Lotte Chemical discloses no named confirmed revenue counterparties; 2 relationships are tracked as undisclosed/aggregate. Per the valuechain.wiki graph: 2 revenue edges, backed by 2 dated sources, 1 of them primary filings (as of 2026-07-12).

### 기초화학 수출·내수 (에틸렌·PE·PP·BTX·MEG) (high)
- note: The origin of losses and the scale axis — FY2025 Basic Chemicals revenue was KRW 12,480.1bn (68% of company sales), 65% of it exports (KRW 8,159.3bn). China's large capacity additions collapsed ethylene/PE/PP spreads, structurally pressuring commodity margins — the root of 3+ years of losses; the watch point is shrinkage/transition, not recovery, of this segment.
- [mentions] Shinhan Investment Securities (KO, research, published 2026-05-12) https://www.newspim.com/news/view/20260512000805: "Shinhan Buy, target KRW 135,000 — 1H lag improvement vs 2H reverse-lag/oversupply concerns split views."
- [confirms] FSS DART / Lotte Chemical (KO, filing, published 2026-03-12) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260312001296: "Basic Chemicals FY2025 revenue KRW 12,480.1bn (domestic 4,320.7 / export 8,159.3)."

### 첨단소재 (ABS·PC·엔지니어드스톤) (high)
- note: The high-value axis defending commodity weakness — FY2025 Advanced Materials revenue KRW 5,086.7bn, 81% exports (KRW 4,115.8bn). ABS/PC engineering plastics supplied to automotive, electronics and building materials are more cycle-defensive than basic chemicals — a base for the specialty/battery-materials shift.
- [confirms] FSS DART / Lotte Chemical (KO, filing, published 2026-03-12) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260312001296: "Advanced Materials FY2025 revenue KRW 5,086.7bn (export 4,115.8; ABS/PC)."

Reverse side: https://valuechain.wiki/lotte-chemical/suppliers.md · Ripple: https://valuechain.wiki/lotte-chemical/ripple.md

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Full node: https://valuechain.wiki/lotte-chemical.md · JSON: https://valuechain.wiki/lotte-chemical.json