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SKC (011790) investor relations material
SKC Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue in 2Q 2026 reached ₩645.4 billion, up 38% year-over-year and 30% quarter-over-quarter.
Operating loss narrowed to ₩14.4 billion, a significant improvement from previous quarters.
EBITDA turned positive at ₩29.1 billion, reflecting improved operational efficiency.
Financial highlights
Net loss for 2Q 2026 was ₩82.2 billion, with controlling interest net loss at ₩90.7 billion.
Gross profit increased to ₩70.3 billion, up from ₩4.17 billion in 1Q 2026.
Total assets rose to ₩8.23 trillion, with cash and equivalents at ₩2.07 trillion.
Debt ratio improved to 157% at 1H 2026 from 233% at end-2025.
Outlook and guidance
2H 2026 expects continued sales growth in ESS and EV battery materials, driven by global customer production line transitions and capacity expansion.
Malaysian production ramp-up to enhance cost competitiveness, targeting over 85% utilization.
Strategic investments planned using capital from recent rights offering.
- Revenue rebounded sequentially but losses continued as global expansion and R&D investment grew.011790
Q2 202423 Jun 2026 - Q3 2024 revenue fell and losses persisted, but global expansion and restructuring progressed.011790
Q3 202423 Jun 2026 - Revenue up 9.9% YoY, losses narrowed, and new supply deals and divestitures boost outlook.011790
Q1 202523 Jun 2026 - Revenue up 14% YoY in 3Q25, but nine-month revenue fell amid restructuring and asset sales.011790
Q3 202523 Jun 2026 - Revenue up in 2Q25, losses narrowed, and portfolio shifts support battery and semiconductor growth.011790
Q2 202523 Jun 2026 - Revenue up 13.4% YoY, operating loss narrowed, and EBITDA turned positive in 1Q 2026.011790
Q1 202622 Jun 2026 - 2024 saw higher revenue but deeper losses, with 2025 targeting sales recovery and cost control.011790
Q4 202420 Feb 2026 - 4Q25 saw revenue growth but deeper losses, with 2026 targeting recovery and expansion.011790
Q4 202520 Feb 2026
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