POSCO Holdings (005490) Corporate presentation summary

Company overview

• Operates 198 consolidated subsidiaries across steel, battery materials, and infrastructure sectors.

• Listed on KOSPI and NYSE, with a credit rating of BBB+ (S&P) and Baa1 (Moody's).

• 2025 revenue projected at KRW 69.1 trillion, with declining EBITDA margin and ROE.

• Major affiliates include POSCO (steel), POSCO Future M (battery materials), and POSCO International (trading, energy).

• Recognized as a global leader in steel competitiveness and ESG performance.

Business environment and core strategy

• Adapting to supply chain fragmentation, decarbonization, and digital transformation.

• Expanding from steel and materials to include critical resources for industrial security and growth.

• Triple-Core Portfolio: industrial (steel), strategic (lithium, rare earths), and energy (LNG, renewables).

• Overseas steel production targeted to reach 10Mtpa by 2031, focusing on India, Indonesia, and the US.

• Technology-driven innovation and decarbonization prioritized in domestic operations.

Strategic resource development

• Aims to be a top 5 global lithium supplier by 2033, targeting 173Ktpa capacity.

• Diversifies into CAM, AAM, rare earths, and specialty gases to support next-gen industries.

• Expanding recycling capacity to 72Ktpa black mass by 2035, supporting circular economy.

• Building global rare earth and specialty gas supply chains for advanced sectors.