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Posco International (047050) investor relations material
Posco International Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2026 sales reached KRW 9,027B, up 9.6% YoY; operating profit was KRW 401B, up 24.0% YoY.
Growth was led by stronger energy performance and palm business expansion, while FX volatility weighed on steel, materials and bio profitability.
Financial highlights
EBITDA rose 28.2% YoY to KRW 597B, supporting investment capacity.
Q3 sales were KRW 9,027B versus KRW 8,238B in Q3 2025; operating profit was KRW 401B versus KRW 323B.
Operating profit by business: Energy KRW 239B, up 19.6% YoY; Materials and other KRW 162B, up 31.1% YoY.
Outlook and guidance
U.S. shale gas assets are expected to generate average annual operating profit of ~KRW 100B through 2040, with production growth supported by drilling ~50 wells.
Production ramp-up, development and gas marketing operations are planned for Q1 2027 following targeted transaction closing in late November 2026.
Palm refining commercial operations began in August 2026; plans include product diversification and downstream business expansion.
- Marcellus acquisition adds producing gas assets and expands LNG integration.047050
Investor presentation - H1 2026 revenue hit KRW 18T, driven by energy and materials growth and major M&A.047050
Q2 2026 - Record Q1 2026 profit and 3.4% revenue growth driven by materials, energy, and palm assets.047050
Q1 2026 - Record 2025 profit and net income, with strong energy and materials growth and robust 2026 outlook.047050
Q4 2025 - Sales and profits rose in 3Q 2025, but year-to-date revenue and net income declined.047050
Q3 2025 - H1 2024 revenue hit ₩16 trillion, with LNG and energy growth offsetting material and EV declines.047050
Q2 2024 - Q3 revenue reached 24.4T KRW, with strong LNG and graphite investments post-merger.047050
Q3 2024 - Q1 2025 sales and net income rose, with robust trading, energy, and materials growth.047050
Q1 2025 - H1 2025 profit fell on weak power, but trading, energy, and palm segments drove growth.047050
Q2 2025
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