[밸류업 점검] HD건설기계, 합병 시너지 ‘기업가치 목표’ 상향

HD Hyundai's ambitious revised targets—14 trillion won revenue and 15%+ ROE by 2030—reveal stronger merger synergies than initially expected. The company's dual competitive levers are two-brand market segmentation (HYUNDAI for premium, DEVELON for value) and engine localization, which raises self-supply from 10% to 85% for HYUNDAI by 2030, dramatically improving margins. For stakeholders, this integration positions the company as a consolidation winner while its hydrogen and electrification roadmap aligns with industry decarbonization trends.