POSCO Holdings Inc. (NYSE:PKX) Q4 2024 Results Conference Call January 31, 2024 1:00 AM ET Company Participants Ki-Seop Jeong - CSO Ban Don-ho - CEO Byeong-Og Yoo - Head-Green Materials & Energy Business Kim Kyung-Han - Head-International Trade Affairs Office Kyung-Sub Lee - Co-Chief-LiB Materials Business & Executive Officer Seung-Jun Kim - Executive Officer & Head of Finance Team Suh Ji-Won - Head-Raw Materials Office Young-Ah Han - Head-IR Team, Executive Officer & SVP Conference Call Participants Eugene ...

POSCO Holdings Inc. (NYSE:PKX) Q3 2023 Earnings Call Transcript October 24, 2023 2:00 AM ET The secondary battery materials business is now in its initial phase, as production facilities are being completed. At this stage, what is crucial is consistent and ongoing investment based on a long-term strategy. With regards to the market changes such as IRA, emergency, LFP battery and changes in the price of materials, we will be closely monitoring and partially supplementing the strategy if necessary and when th ...

财务数据和关键指标变化 - 公司在2023年第二季度实现营业收入20.12万亿韩元,环比增长3.8%,营业利润达1.33万亿韩元,环比增长88% [8] - 前6个月的合并投资额为3.7万亿韩元,第二季度末净负债率为13.3% [8] 各条业务线数据和关键指标变化 - 钢铁业务在第二季度实现营业利润8410亿韩元,营业利润率为8.2%,环比有所回升 [20] - 海外钢铁业务利润水平也有所恢复,其中印尼合资公司PTKP和印度马哈拉施特拉公司POSCO Maharashtra的利润均有所改善 [22][23] - POSCO International的营业利润环比增长27.5%,主要得益于钢铁贸易利润的增加 [24] - POSCO Future M的电池材料业务保持稳定增长,高端N86电池材料销售占比提升 [26] 各个市场数据和关键指标变化 - 中国钢材价格自7月开始有所反弹,但下半年钢材市场前景仍存在不确定性 [21][34][35] - 日本钢材进口受到限制,但对船舶制造业的影响有限 [36] - 汽车行业销量有望增加,带动钢材需求 [36] - 建筑和家电行业需求仍然疲软,需要一定时间恢复 [36] 公司战略和发展方向及行业竞争 - 公司将继续推进钢铁业务与新兴业务的平衡发展,提升公司长期价值 [3] - 公司将加快投资力度,力争在全球二次电池材料市场占据领先地位 [6] - 公司正在加快发展低碳钢铁产品,到2030年实现1050万吨低碳钢铁销售 [11][12] - 公司正在推进氢直接还原钢铁项目,并在阿曼杜姆建设绿色氢项目 [15] - 公司正在加强在印尼的镍冶炼业务,以确保镍供应 [16][17] 管理层对经营环境和未来前景的评论 - 下半年钢材市场前景仍存在不确定性,需关注中国经济复苏情况和中国钢厂减产 [34][35] - 日元贬值对韩国钢铁出口到日本市场有一定影响 [36] - 电动车需求持续增长,公司二次电池材料业务前景良好 [37][38] - 公司正在加快推进低碳钢铁和氢直接还原钢铁等战略,增强可持续发展能力 [5][12][15] 其他重要信息 - 公司已经完成了对POSCO Future M、POSCO HY Clean Metal等新业务的投资布局 [10] - 公司正在加强在印尼的镍冶炼业务,以确保镍供应 [16][17] - 公司正在加快推进二次电池材料业务,计划到2030年成为全球前三大锂生产商 [37][38][39] 问答环节重要的提问和回答 问题1 **Yi Hyun-soo 提问** 询问公司下半年钢铁销量和业绩的具体预期 [42][43] **Kim Seung-Jun 回答** 公司预计下半年钢铁销量和业绩将略有好转,但仍存在一定不确定性 [46] 问题2 **Yi Hyun-soo 提问** 询问公司锂业务的中长期发展规划和EBITDA水平 [47][48] **Lee Kyung-seop 回答** 公司正在加快锂业务投资,到2030年目标产能达420,000吨,EBITDA水平较高 [47][48][49] 问题3 **Kim Sang-hoon 提问** 询问公司未来投资计划的具体情况 [56][57][58] **Jeong Dae-Hyung 和 Lee Kyung-seop 回答** 公司未来10年将投资1.21万亿韩元,其中钢铁业务占35%,二次电池材料占46%,绿色基础设施占15% [60][62]

POSCO Holdings Inc. (NYSE:PKX) Q1 2023 Earnings Conference Call April 27, 2023 3:00 AM ET Company Participants Jeong Ki-Seop - President, Co-CEO, CSO Han Young-Ah - Head of Investor Relations Eom Gichen - Head of marketing strategy Kyungsub Lee - Chief of LiB Materials Business Kyung-Jin Chung - Executive Officer and Head of Finance Office Chon, Jung-Son - Head of Corporate Strategy Kyung-han Kim - Head of the International Trade Affairs Office Conference Call Participants Pat Canon - Hyundai Motor Securiti ...

Table of Contents As filed with the Securities and Exchange Commission on April 28, 2023 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ ...

Green Tomorrow, With POSCO Gobal Eco-friendly Future Materials Provider XO HOLDINGS Earnings Release QI 2023 April 27, 2023 boeco Disclaimer This presentation was prepared and circulated to release the informations regarding the company's business performance to shareholders and investors prior to the completion of auditing for the period of the first quarter 2023. As figures in this presentation are based on unaudited financial statements, certain contents may be subject to modification in the course of au ...

Table of Contents Exhibit 99.1 POSCO HOLDINGS INC. and Subsidiaries Consolidated Financial Statements December 31, 2022 and 2021 (With Independent Auditors’ Report Thereon) Table of Contents Table of Contents Page Independent Auditors’ Report 1 Consolidated Financial Statements Consolidated Statements of Financial Position 6 Consolidated Statements of Comprehensive Income 8 Consolidated Statements of Changes in Equity 9 Consolidated Statements of Cash Flows 11 Notes to the Consolidated Financial Statements ...

Green Tomorrow, (Jith POSCO DOSCO HOLDINGS 3Q 2022 Earnings Release Oct 24, 2022 Disclaimer This presentation was prepared and circulated to release the informations regarding the company's business performance to shareholders and investors prior to the completion of auditing for the period of the third quarter 2022. As figures in this presentation are based on unaudited financial statements, certain contents may be subject to modification in the course of auditing process. This presentation contains certai ...

POSCO Holdings Inc. (NYSE:PKX) Q3 2022 Earnings Conference Call October 24, 2022 3:00 AM ET Company Participants Han Young-Ah - Head of IR team, SVP Lee Kyung-Seop - Head of the LiB Materials Business Project Team Conference Call Participants Pat Canon - Hyundai Kim SungYung - Hai Investment Yi Jiang Wang - NHN Operator Ladies and gentlemen, now we will begin POSCO Holdings Earnings Release for Q3 of 2022. Today's conference call will begin with the earnings presentation of POSCO Holdings followed by a Q -- ...

Call Start: 03:00 January 1, 0000 3:58 AM ET POSCO Holdings Inc. (NYSE:PKX) Q2 2022 Earnings Conference Call July 21, 2022 03:00 ET Company Participants Chon Jung-Son - Representative Director & Senior Executive Vice President, Head of Corporate Strategy & Finance Center Conference Call Participants Pat Canon - Hyundai Lee Hansen - Yuanta Securities Kim SungYung - Hai Investment Tong SungYang - NH Investment Securities Kin Young - DBS Operator Ladies and gentlemen, we will now begin the POSCO Holdings Earni ...