Sk Inc. · KRX:034730
Sk — Shareholder Meeting (March 2023)
29 slides from Sk's shareholder meeting presentation, March 2023
Slide 1: Presentation March 2023 SK Inc.
AA PCS Presentation March 2023 SK Inc.
Slide 2: ‘224 gat
1 ‘224 gat SiC HEHE Value Chain 73 Decarbonization 833 AY HA - #2 YPTXit Ql - % Terra Powerit =A} AMIE-RUAtCDMO At] BOY StcHl Mobility 3 Al 3% Bae Bs} - % CBMit SA} - @ ADEwWel|it St
Slide 3: Stability First
Ss Ut Stability First , © sywrris series crge 2a ERS, HES, HElA|S2, BEA Bt EBITDA CAGR +20% Ae SE
Slide 4: ~ © AMA 1S] AA SH]
™ ‘2314 3% ~ © AMA 1S] AA SH] ) . A New Growth Capture eo 9391 Focus Solution - $44! AI2F - Mobility/Al P
Slide 5: ESG & Portfolio
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Slide 6: 2] APA] Se
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Slide 7: 재무건전성 및 주주환원
Slide 8: Divestment
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Slide 9: Portfolio and ROIC
The 32nd General Meeting of Shareholders ROIC #14 Portfolio 2] Portfolio Value 4 ox =! Portfolio 7-A| 44 ED SMR, SES S DleH RIS AIEEE AH 28.4% rm fw diet HI nul ofl SK Inc. SH Inc. F/B Atal Ala EAI Portfolio zt2| Hey ROIC za Inc, AHS, AlzAp QAWE, TD}. Sel | FAP sss SHAE + 22.62% 12.4 12.7 I I 2 a rt
Slide 10: Portfolio Transition
The 32n General Meeting of Shareholders: ae FQ FEASBAL OLA AA BSE #24 AtGd Portfolio Transition #4 Portfolio Transition Baas + : . SKMR Phase © ART & mace (25~) Green Meas Stite teal - AS (SMR 2B) ax uHele| Am EC): Fed CAGR aa APAICH BEE A “HE}| XH AE RAAt como [6] El Y BhEA ArH. Ne SiC Wafer sg mil
Slide 11: Hf SEIbA| CHS}
sR. Hf SEIbA| CHS} [sae] 3,7024 4,4764 FY20 FY21 F¥22 i SASS) 4, 799% A> BRI AUS} BH
Slide 12: 사업 성과 및 전략 방향 - 첨단소재 투자센터
Slide 13: Introduction
‘The 32nd Annual General Meeting of Shareholders Introduction AIA EAE, Identity 4m will J|S-DA'S AASHES AHASp El ALLA] Het 9o04ek ERMS sex . 7/5244 Global 14+ SxtAeoley 9° SR DNe a wy TE le aa at “ exes) °° 27: 71S HS SKB] AHSStEl ILIA] BS SABA] py xixz124 BA, Global £123, Bolt-on + =Zt Portfolio 4/
Slide 14: Mega Trend
‘The 32nd Annual General Meeting of Shareholders ALG Portfolio 4st Mega Trend High Performance Computing tt ASF - ARS Vision Sensing 7&3} 134-13 Battery =2 37} BEE Al] AH AB BBB (~'25) | ~10% HYEY2] Ax AIS SBE (~'25) | ~30% EV SCM AIB SBE (~'25) | ~35% As-is ———* To-be * CIS FA Color AH | + BAIA » »
Slide 15: 2022 performance
‘2214 EQ AY Aad ae ALAM mm a uLoLe, cialet SK Inc. SK Inc, HE2|S% (a2 100%) SK HES (251%) Wason (‘? §#t, x12 30%) (YoY +27%) (YoY +29%) 23,15 1918 (YoY +52%) 15,302941 10,0322! (Wea eazh:9) (YoY +23%) 14,697%18 5,256219 (YoY +28%) 2,6083 4 22 hE EBITDA 22 HE EBITDA 22 hE EBITDA
Slide 16: SiC Value Chain
‘The 32nd Annual General Meeting of Shareholders Arta ‘221d SQ SA gat SiC HAYEEA Value Chain 23 AFA SS SA eA * SKHE= CSS, O]= OA 2t AH SIC Wafer * SKZE=, 300mm Fl] Sa Remrebse > SKAMME|, NF, BME SA SAIS > HLH SIC MEY BEA Bai] - OAt 7/ Bel OYATPPEAUIA (yPTX)it BSH Stet (419 x15 99%) ~ At Fab, Chet Sa
Slide 17: Portfolio investment direction
AIA Portfolio2| JIA Sat te * SK signet, O| satepel Fa S Global 4/4 #243} » YPTX, Si4t Fab 24S (42) Baz Aa AY + SK-G14 JV, Si-C 84 Ali 2128 SAE HAL (75) Investment Direction SK Inc. SK Inc. 7/2 7tA] SCHstS et Core 7|& J|#t Global S34 SAE * SCM Histol] Mi] CHS F1St Global HA] Site AR al » Global 7]SHA
Slide 18: Green
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Slide 19: Green investment center
The 32nd General Meeting of Shareholders Mm ra GreenS AME] S3 221 04 str Vision: Global Decarbonization A= JfA| =x} Decarbonization Solution: ‘Reduction (#4) & ‘Removal (i74)' + 2050 Net Zero: 39} 24] ———,, ; - HS 2A (reduction) Solution ——- 1 3}44 off] 219] CHAI} BS} ) Energy Transition 113 (Electr
Slide 20: 2022 Green results
‘The 32nd Annual General Meeting of Shareholders '22'4 Green A}4llE} Decarbonization 22 A Global '22)4 Ala SA Oo! 2 Milestone + SMR - TPI At SMR 4213}, Bio Ate Portfolio SHS - Wyoming « Utah 4}e4 52] 244 18! SHE w/ ZEUtility TerraPower +e BOE] 42-24 71g a 2ue AD ‘$t Energy Solution + TPG, BlackRock,
Slide 21: 2022 Industrial Transition results
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Slide 22: 2023 Green plan
‘The 32nd Annual General Meeting of Shareholders ‘2314 Green SALHIE] Met eet Global Anchor At@ | 3! Als} Ap erat Anchor 7| “Grey” Anchor 4}4t9] Green Transition 4! X}Ab JI zF 3 + JE Green A}4t3t Inc. Portfolio 947], Bolt-on ae CPA Abe BE Sor Ato] > Green SF AA Ole SBt 42h Ate! [Al Toehold =A} AA ae
Slide 23: Bio
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Slide 24: Bio investment center: CDMO
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Slide 25: Bio investment center 2023 plan
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Slide 26: Digital
he 32nd Annual General Meeting of Shareholders | Cape Sxpaey
Slide 27: Digital investment center 2023 plan
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Slide 28: Digital portfolio
‘The 32nd Annual General Meeting of Shareholders Digital = X}MlE] -'23'1 AI Hee Ae) B! x19] S40] She Exp Digital S*}HIE] =2 Portfolio 2 + Chindata Group + Grab * Socar Mobility Malaysia + Palm NFT ee] + TBU + A4X * Superblock AZES| 0] (Al, Web3 S) 3! Deep Tech #0f2| SES 718 AGUS 2S 7/Boll SAt EAL AS
Slide 29: THANK YOU
THANK YOU