Hyundai Motor (KRX:005380) filed a voluntary disclosure on September 2 confirming it has resumed production at its Ulsan plant and all other Korean sites, closing out the labor stoppage its own filings first flagged on August 24. The affected operations carried ₩78.77 trillion of FY2025 parent-only revenue, or 42.29% of FY2025 consolidated revenue (₩186.25tn) — the same scale the company disclosed when it halted production. The stated reason for resumption is simply that the collective-bargaining strike ended; the filing's own decision date (September 2) is defined as the date the labor talks were finally settled, and fields for a specific resumption date and quantified production impact are both left blank ("-"). The filing recaps a string of partial stoppages through the summer — two-hour halts on July 13, 14 and 15, and a full-day stoppage on August 21 — before the full plant-wide production suspension disclosed August 24. This follows the tentative wage settlement Korean press reported around August 25.
This is Hyundai Motor's monthly wholesale sales disclosure for August 2026, a unit-volume report with no revenue or profit figures. Global sales fell to 288,574 vehicles, down 14.2% from August 2025 and down 9.4% from July 2026. Domestic (Korea) sales were the sharpest decline: 34,333 units, down 41.1% year over year and 28.6% month over month. Overseas sales fell a smaller 8.5% year over year to 254,241 units. Year-to-date through August, cumulative global sales reached 2,575,360 units, down 6.0% versus the same period in 2025, with the domestic figure down 15.0% and overseas down 4.1%. The filing gives no explanation for the decline. It follows a run of production-suspension notices Hyundai filed in July and August covering its Ulsan plant and other Korean sites during a labor dispute that Korean press reported reaching a tentative settlement around August 25 — a timeline consistent with, though not confirmed by this filing to be the cause of, the steep domestic drop.
Hyundai Motor will cancel 1,291,274 common shares and 1,214,332 preferred shares on August 31, drawn from treasury stock it already held rather than bought for the purpose. The preferred block breaks down as 501,923 first preferred, 706,883 second preferred and 5,526 third preferred. Against 204,757,766 common and 60,632,342 preferred shares outstanding, that retires 0.63% of the common and 2.00% of the preferred, worth roughly 1% of an ₩82.0tn market capitalisation. The filing gives two amounts for the same act: ₩789.1bn using the August 25 closing price, and ₩476.4bn at the average cost the shares were originally acquired for. The board describes it as execution of a previously announced shareholder return policy. Six outside directors attended and one was absent.
Hyundai Motor delivered 2,892 of its own common shares to executives on July 31 at ₩388,000 each, ₩1.12bn in total, transferred straight from the company's account into the recipients' personal brokerage accounts. The July 23 material-event report had said 2,747 shares. This result report marks the two as inconsistent and states the reason: the planned figure was calculated on the closing price the day before the board resolution, while the actual number was fixed using the share price on the delivery date. The award is denominated in won, so a lower price on delivery day meant more shares changed hands. After the disposal Hyundai held 2,338,808 common treasury shares (1.1%) and 1,214,332 preferred (2.0%), together 1.3% of the company and carried at ₩761.2bn. That preferred block is exactly the one the board voted on August 26 to cancel.
This is Hyundai Motor's 2025 progress report on the three-year "corporate value-up" plan it announced in August 2024. The company says it returned a combined 35.0% total shareholder return (TSR) for the year attributed to 2025: a ₩2.6tn cash dividend (₩10,000 per share, 27.7% payout ratio), ₩0.5tn of treasury-share cancellation (at cancellation-date market price) and ₩0.2tn of buybacks weighted toward the preferred shares to offset their trading discount. Combined, the ₩3.3tn returned equals roughly 32% of FY2025 net income (₩10.36tn) and about 4% of the current ₩82.0tn market cap. The filing reiterates the 2025-2027 targets set in 2024 — a minimum ₩10,000 dividend per share and 35%+ TSR each year — but gives no detail on how much of the ₩0.2-0.5tn buyback/cancellation mix will repeat; that split is set year to year.
| Symbol | Last Price |
|---|---|
| 000270KIA CORPORATION | ₩126,500 -0.7% |
| 012330HYUNDAI MOBIS CO.,LTD | ₩422,000 -0.4% |
| 086280Hyundai Glovis Co., Ltd. | ₩206,000 +2.0% |
| 161390Hankook Tire & Technology Co., Ltd. | ₩65,400 -1.7% |
| 005850SL Corporation | ₩51,400 +1.2% |
| 204320HL Mando | ₩48,500 +1.8% |
| 011210Hyundai WIA | ₩57,600 +0.7% |
| 437730Samhyun Co., Ltd. | ₩32,550 +10.3% |
| 003570SNT Dynamics Co., Ltd. | ₩28,200 -0.9% |
| 064960SNT Motiv | ₩26,250 -2.1% |