Posco Future M
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Posco Future M (A003670) investor relations material

Posco Future M Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2025 earnings summary11 Feb, 2026

Executive summary

  • 2025 consolidated sales reached KRW 2,939 bn, with operating profit at KRW 33 bn and net profit at KRW 37 bn, marking a return to profitability after a loss in 2024.

  • EBITDA improved to KRW 236 bn with an 8.0% margin, up from 5.0% in 2024.

Financial highlights

  • Sales declined year-over-year from KRW 3,700 bn in 2024 to KRW 2,939 bn in 2025.

  • Operating profit margin rose to 1.1% from 0.0% in 2024.

  • Net profit margin improved to 1.2% from -6.3% in 2024.

  • EBITDA margin increased by 3.0 percentage points year-over-year.

Outlook and guidance

  • Initiated investment in spherical graphite and internalization of 45,000 tons of precursors to strengthen the value chain.

  • Investment in LFP cathode materials planned to address the ESS market.

Energy Materials profit recovery strategy?
Lithium price impact on cathode sales volume?
LFP cathode investment rationale and market focus?
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