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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
OCI Holdings
OCI Holdings (010060) investor relations material
OCI Holdings Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 2026 revenue was KRW 1,062.181bn, up 3.8% QoQ; operating income was KRW 67.962bn, down 37.1%, and consolidated net loss was KRW 27.086bn.
Revenue growth reflected higher OCI TerraSus sales volume and stronger carbon-chemical sales; profit fell as Q2 solar project-sale earnings did not recur.
9M revenue was KRW 2,977.724bn and operating income KRW 186.910bn, compared with an operating loss in the prior-year period; 9M consolidated net loss was KRW 57.627bn.
Financial highlights
Q3 EBITDA was KRW 133.5bn, with a 12.6% margin, versus KRW 177.5bn and 17.4% in Q2; operating margin was 6.4%, down from 10.6%.
Q3 net loss reflected P&O Chemical goodwill impairment and higher income taxes; profit before financing and income taxes was KRW 22.4bn.
At quarter-end, assets were KRW 8,142.8bn, liabilities KRW 3,458.2bn and equity KRW 4,684.6bn; debt ratio was 73.8% and net debt ratio 23.5%.
Cash and short-term financial assets fell KRW 134bn QoQ to KRW 1,043bn, mainly on DCRE construction payments; debt rose KRW 40bn to KRW 2,145bn.
Outlook and guidance
OCI TerraSus expects Q4 sales and ASPs to improve as Section 232 implementation becomes clearer; negotiations on a new U.S. LTA could lift sales.
A 250 MW solar project sale is expected to close in Q4, with earnings recognized upon closing; PPA, financing and EPC work on planned projects continues.
OCI SE expects stable operations but lower Q4 profitability risk from weaker seasonal electricity demand, lower SMP and scheduled maintenance.
Scheduled maintenance at basic and carbon-chemical facilities is expected to weigh on Q4 revenue and profit; semiconductor-material sales are expected to continue growing.
DCRE expects Q4 results to track construction progress; year-end land revaluation could result in impairment charges.
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Latest events from OCI Holdings
- Q2 revenue and profit surged on U.S. solar project sales, with strong outlook amid U.S. demand.010060
Q2 2026 - Q1 profit stable with revenue up 10.1%, but margins declined amid maintenance and market volatility.010060Q1 2026
- Q4 2025 marked a turnaround to profit, but FY2025 closed with a net loss amid policy headwinds.010060Q4 2025
- Q2 2024 revenue up 9.8%, but profit and net income fell amid U.S. solar and market headwinds.010060Q2 2024
- Q3 2025 revenue up 8.9% QOQ, losses narrowed, and liquidity remains strong despite impairments.010060Q3 2025
- Q2 2025 posted steep losses and a net loss, but strategic investments and realignment continue.010060Q2 2025
- Q3 2024 sales fell short, profit dropped, but buybacks and investments support stable liquidity.010060Q3 2024
- Q1 2025 revenue hit KRW 948.1B, with profit rebound, net loss, and ongoing expansion efforts.010060Q1 2025
- 2024 sales surged on acquisition, but profits dropped sharply amid market and segment losses.010060Q4 2024
Next OCI Holdings earnings date
Q4 20265 Mar, 2027
OCI Holdings
Next OCI Holdings earnings date
Q4 20265 Mar, 2027
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Frequently asked questions
OCI Holdings Company Ltd is a South Korean industrial group engaged in chemicals, energy, and materials. The company operates through subsidiaries involved in manufacturing polysilicon, carbon black, and other industrial chemicals. It also engages in solar energy projects and specialty materials used in electronics and construction. The company is headquartered in Seoul, South Korea, and its shares are listed on the KRX.