Posco Holdings Inc. · KRX:005490
Posco — Q2 2026 Earnings Presentation
16 slides from Posco's earnings presentation, Jul 30, 2026
Slide 1: POSCO HOLDINGS Q2 2026 Earnings Release
POSCO HOLDINGS Q2 2026 Earnings Release July 30, 2026
Slide 2: Disclaimer
DISCLAIMER This presentation was prepared to release information to shareholders, investors and the community pertaining to the company’s business outcomes, financial performance and key operations. The financial and business statements provided in the presentation are based on data available at the
Slide 3: Q2 2026 Consolidated Business Performance
Q2 2026 Consolidated Business Performance 1) Separate 2) Consolidated, POSCO International performance includes POSCO Energy 3) Includes KRW 392 bil. from PZSS and QPSS divestment 4) Includes impairment loss of KRW 112 bil. related to the closure of 2FINEX, etc. Profits improved across Steel, Rechar
Slide 4: Safe Workplace Initiative Metrics and Update
「Safe Workplace」 Initiative Metrics and Update Global steel industry2) Korea overall 7) 1) Lost Time Injury Frequency Rate 2) (Source) worldsteel (prior to ‘26 1H release) 3) 37 Korean and 45 overseas business sites (associated suppliers included) 6) No. of workers removed from work for 1 day or mor
Slide 5: Q2 Key Business Activities: Rechargeable Battery Materials Competence
Q2 Key Business Activities Enhanced Rechargeable Battery Materials Competence : Lithium resource acquisition; LFP cathodes business expansion DLE demo plant in the U.S. Agreement signed (June 10) with Anson Resources to cooperate on a DLE demo plant in Utah, becoming the first Korean company to driv
Slide 6: Q2 Key Business Activities: Advanced Materials Competence
Q2 Key Business Activities POSCO AIR SOLUTION: Completion of rare gas plant construction (June 17) High-purity rare gas plant completed in Gwangyang Donghoan, paving the path to localize key materials for the semiconductor and aerospace industries Production system to annually produce 130K Nm³ of xe
Slide 7: Portfolio Management Update
Portfolio Management Update 129 projects, including 28 under-performing businesses and 101 non-core assets Between 2026 2H to 2028, 44 additional projects expected to generate KRW 1.3 tril. *Goal adjustment: 《’24~’27 KRW 2.8 tril.》 → 《’24~’28 KRW 3.5 tril.》 12 projects worth cash generation of KRW 4
Slide 8: POSCO Production/Sales and Income
POSCO Production/Sales Income Revenue Operating Profit QoQ QoQ OP Margin (KRW bil., %) Crude Steel (Kt) Sales Volume (Kt) +65 △0.3%p Utilization Rate* % of Strategic Products Sold** +0.2%p * Utilization Rate : crude steel production/crude steel capacity ** Carbon-reduced products and materials, e.g.
Slide 9: Steel (overseas)
Steel(overseas) PT. Krakatau POSCO (Indonesia) POSCO Maharashtra (India) PY VINA (Vietnam) [PT.KP] Maintained profitability through cost-cutting activities and increased domestic sales, despite the impact of the EU’s new TRQ and the weak Indonesian rupiah [P-MH] Optimized sales mix on automotive and
Slide 10: POSCO FUTURE M Revenue & OP by Segment
POSCO FUTURE M Revenue & OP by Segment Q2 2025 Q1 2026 Q2 2026 QoQ Revenue 661 758 680 △78 Energy Material 316 434 328 △106 Base Material 345 324 352 +28 Operating Profit 1 18 27 +9 Energy Material △25 △1 3 +4 Base material 26 19 24 +5 (KRW bil.) Income Revenue Operating Profit QoQ 1 758 680 Q2 2025
Slide 11: Lithium Subsidiaries
Lithium Subsidiaries POSCO-Argentina (P-ARG) POSCO-Pilbara LITHIUM SOLUTION (P-PLS) POSCO-HY Clean Metal (P-HYCM) Revenue +80 QoQ (KRW bil. ) Operating Profit +29 Revenue +18 QoQ Operating Profit +2 Revenue +12 QoQ Operating Profit +2 (KRW bil. ) (KRW bil. ) [P-ARG] P-ARG recorded its first-ever qua
Slide 12: POSCO INTERNATIONAL Income and Revenue & OP by Segment
POSCO INTERNATIONAL Income Revenue & OP by Segment (KRW bil.) +1,213 Operating Profit +71 OP Margin +0.2%p 3.9% 4.3% 4.5% 314 8,410 358 9,623 429 Q2 2025 Q1 2026 Q2 2026 8,144 QoQ Revenue Q2 2025 Q1 2026 Q2 2026 QoQ Revenue 8,144 8,410 9,623 +1,213 Energy1) 921 1,118 1,308 +190 Steel Mtrl. etc.2) 7,
Slide 13: POSCO E&C Income and Revenue & OP by Segment
POSCO E&C Income Revenue & OP by Segment +89 Operating Profit △9 OP Margin △0.7%p △4.9% 3.2% 2.5% △91 1,680 53 1,769 44 Q2 2025 Revenue from Construction rose, while underperformance in Plant led to a moderate QoQ decrease in OP 1,866 QoQ Revenue Q2 2025 Q1 2026 Q2 2026 QoQ Revenue 1,866 1,680 1,769
Slide 14: Summarized Consolidated Income Statement
Summarized Consolidated Income Statement (KRW billion) Category Q2 2025 Q1 2026 Q2 2026 QoQ Revenue 17,556 17,876 19,259 +1,383 Gross Profit 1,385 1,516 1,659 +143 (Gross Margin) 7.9% 8.5% 8.6% +0.1%p SG&A △778 △810 △840 △31 Operating Profit 607 707 819 +112 (Operating Margin) 3.5% 4.0% 4.3% +0.3%p
Slide 15: Summarized Consolidated Balance Sheet
Summarized Consolidated Balance Sheet (KRW billion) Category Q2 2025 Q1 2026 Q2 2026 QoQ Current Assets 43,658 44,827 45,224 +397 Cash Balance* 16,544 14,897 14,298 △598 Accounts Receivable 11,095 12,265 13,333 +1,069 Inventories 12,338 14,144 13,968 △176 Non-Current Assets 57,497 63,519 64,489 +970
Slide 16: Signatures
SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. POSCO HOLDINGS INC. (Registrant) Date: July 30, 2026 By /s/ Han, Young Ah (Signature) Name: Han, Young