롯데웰푸드, 배당 40%에도 만성 저평가…밸류업 열쇠는 ‘자본 재배치’

Lotte Wellfood is shifting its focus from simple dividend increases to strategic capital allocation to address chronic undervaluation and low capital efficiency. By prioritizing high-growth markets like India through the 'ONE INDIA' strategy, the company aims to transition from a defensive domestic player to a global growth stock, setting a benchmark for traditional industries seeking valuation rerating.