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<div style="text-align: center;"><br/></div>
<div style="text-align: center;">• 주가: 10,700원</div>
<div style="text-align: center;">• 시가총액: 956억원</div>
<div style="text-align: center;">• 검토일자: 2025.06.20</div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:justify;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:15px 0px 15px 0px;;text-align:justify;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src="https://img2.stibee.com/123891_2704240_1742285123778903249.png" style="width:100%;display:inline;vertical-align:bottom;text-align:justify;max-width:100%;height:auto;border:0;" width="630" class="stb-justify"/></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:left;margin:0px;;line-height:1.7;word-break:break-word;font-size:16px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:15px 15px 5px 15px;font-size:16px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span class="stb-bold stb-fore-colored" style="font-weight: bold; color: #eb4c1b; font-size: 18px;"><span style="background-color: transparent; text-decoration: none;">▶ 기업 개요</span></span></div>
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<div><span style="font-size: 16px;"><span style="font-size: 16px;"></span></span>
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<div>엔에프씨는 2012년 설립된 화장품 베이스 소재를 만드는 원천기술을 바탕으로 고기능성 화장품 소재 생산 및 화장품 ODM/OEM 사업을 영위하는 기업입니다.</div>
<div><br/></div>
<div>동사는 인천 송도에 2개의 생산 공장을 보유하고 있으며, 1공장(화장품 소재) 500억 원, 2공장(화장품 완제품 생산) 400억 원의 생산 CAPA를 보유하고 있습니다.</div>
<div><br/>1Q25 기준 주요 제품 매출 비중은 소재 36.7%, 벌크 1.6%, 완제품 48.2%, 상품 13.3%, 기타 0.2%입니다.</div>
<div><br/></div>
<div>사업부별 주요 고객사는 아래와 같습니다.</div>
<ul style="padding: 0px; margin: 0px 0px 0px 30px;">
<li>소재 : LG생활건강, 코스맥스, 한국콜마 / 에스티로더, 아모레퍼시픽</li>
<li>완제품 : LG생활건강, HK콜마, CTK / 올리브영, 구다이글로벌, 셀리맥스, 닥터엘시아</li>
</ul>
<div><br/></div>
<div>김학철 대표이사는 아주대학교 화학화 졸업,</div></div></div></div></div></div></div></div></div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div></td></tr></tbody></table></div></body></html>
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🏢 [해외 기업 딥다이브] 아마존: 고객은 '싸고' '편한 걸' 좋아한다

💡 [투자아이디어] 엔에프씨, Nature's Friends Cosmetics

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피벗(Pivot)'은 '축을 중심으로 회전하다'는 뜻처럼,
변화하는 투자 시장의 중심을 잡고 유연하게 대응하는 것을 목표로 합니다.
피벗 매거진은 기업분석 매커니즘, 투자 아이디어, 국내외 기업 및 산업 분석, 해외 기업 딥다이브
그리고 투자 인사이트를 넓히는 투자 독서까지 투자 여정에 필요한 다채로운 콘텐츠를 제공합니다.

많은 관심과 구독 바랍니다 :)

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피벗(Pivot)은 '축을 중심으로 회전하다'는 뜻처럼,
변화하는 투자 시장의 중심을 잡고 유연하게 대응하는 것을 목표로 합니다.

투자 인사이트를 넓히기 위해 필요한 다채로운 컨텐츠를 제공해드려요.
많은 관심과 구독 바랍니다 :)

💡기업분석 매커니즘 | 투자 아이디어 | 국내외 기업 및 산업 분석 | 해외 기업 딥다이브 | 투자 독서 등
* 피벗아티클 모아보기 : https://pivotletter.stibee.com/



※피벗 매거진 환불 규정※
첫 결제일로부터 "7일 이내에 환불을 요청하신 경우"에만 처리해 드리며,
이후에는 정보의 가치 소멸로 인해 환불이 어렵습니다.

환불 문의는 [카카오톡]으로 부탁드립니다.
👉🏻환불 문의: https://pf.kakao.com/_WSxcUG

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