Lg Chem Ltd. · KRX:051910
Lg Chem — Corporate Update (November 2025)
15 slides from Lg Chem's corporate update, Nov 28, 2025
Slide 1: Progress Update on the Corporate Value-up Plan
LG Chem Progress Update on the Corporate Value-up Plan November 2025
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by LG Chem (the “Company”) solely for informational purposes in its disclosure of the corporate value improvement plan to investors of the Company. The information contained in this presentation has not been reviewed by the independent and external veri
Slide 3: Performance Review and Key Achievements
Performance Review and Key Achievements Revenue and profitability declined in 2024 due to global economic uncertainty, delayed recovery in petrochemical markets, and reduced momentum in major countries' eco-friendly policies Despite challenging business conditions, the Company maintained a different
Slide 4: Market Environment Changes
Market Environment Changes The Company annually reviews the sustainability of existing strategies based on market/customer trends and competitiveness assessments. Recent rapid changes in the business environment and technology trends have increased the need to adjust strategic directions and priorit
Slide 5: Restructuring of Growth Drivers
Restructuring of Growth Drivers The Company has restructured its growth framework into four growth drivers by newly incorporating the shift to high value-added petrochemicals as one growth pillar, and expanding battery materials to batteries/electronics in line with electrification, E/E and AI, and
Slide 6: Restructuring of Growth Drivers ① Petrochemicals: High Value-Added / Sustainability Business
Restructuring of Growth Drivers ① Petrochemicals: High Value-Added / Sustainability Business * Achieve early profitability turnaround through structural competitiveness enhancement and agile portfolio restructuring, focus on expanding customized applications, and concentrate selective resource alloc
Slide 7: Restructuring of Growth Drivers ② Advanced Materials: Battery/Electronic Materials Business
Restructuring of Growth Drivers ② Advanced Materials: Battery/Electronic Materials Business Battery materials will focus on expanding orders by enhancing technology and cost competitiveness. To achieve a sustainable high-profit structure, the growth business will shift toward high-performance semico
Slide 8: Restructuring of Growth Drivers ③ Life Sciences: Oncology New Drug Business
Restructuring of Growth Drivers ③ Life Sciences: Oncology New Drug Business Aiming to become a global pharmaceutical company centered on oncology new drugs by accelerating core competency building in focus areas and strengthening the pipeline to ensure continuous launch of new drugs Advancement of O
Slide 9: Portfolio Rebalancing Strategy
Portfolio Rebalancing Strategy The Company continues to rebalance its portfolio for businesses with stagnant growth or risk of weakening future competitiveness, or areas lacking synergy with core future businesses, and plans to identify new investment items from the perspective of expanding future c
Slide 10: Portfolio Rebalancing Strategy: Petrochemicals Restructuring
Portfolio Rebalancing Strategy Petrochemicals Restructuring Amid the challenges of oversupply and structural competitiveness weakening in the petrochemicals industry, the Company has been continuously making proactive efforts to overcome market conditions, including voluntary resolution of oversuppl
Slide 11: Mid- to Long-Term Revenue (Excluding LG Energy Solution)
Mid- to Long-Term Revenue (Excluding LG Energy Solution) Accelerating growth of the Company's four growth drivers (① Sustainability ② Battery/Electronic Materials ③ New Drugs ④ High Value-Added Petrochemicals) from KRW 5.8 trillion, representing 22% of total revenue in 2024, to more than 3 times by
Slide 12: Mid- to Long-Term Capital Allocation
Mid- to Long-Term Capital Allocation Enhancing corporate/shareholder value through a balanced capital allocation strategy among investment, financial soundness, and shareholder returns ① Selective capital investment based on priorities1) to strengthen future growth and fundamental business competiti
Slide 13: Governance Status / Roadmap
Governance Status / Roadmap Since 2021, the Company has ① Established the ESG Committee for sustainable management ② Established the Internal Transaction Committee to enhance fairness and transparency of inter-affiliate transactions by strengthening the Company's internal controls, and as of end-202
Slide 14: Strengthening Competitiveness to Become a Top Global Science Company
Strengthening Competitiveness to Become a Top Global Science Company Enhancing Advancement of Technological Operational Business Portfolio Competitiveness Excellency Cash/financial soundness management through Cultivating four growth drivers and Expanding future pipeline through refined investment p
Slide 15: Summary of Key Terms
Summary of Key Terms Hydrotreated Vegetable Oil HVO (Next-generation bio-oil produced by adding hydrogen to plant-based raw LMR Lithium Manganese Rich materials such as waste cooking oil) Bio Circular Balanced LFP Lithium Iron Phosphate BCB (Instead of some fossil based raw materials, plant-based ra