Lg Chem Ltd. · KRX:051910
Lg Chem — Non-Deal Roadshow (November 2007)
6 slides from Lg Chem's roadshow presentation, Nov 26, 2007
Slide 1: Market Outlook
SolutionPartner Market Outlook Nov. 2007 @ LG chem
Slide 2: Overall Business performance (LG Chem+LG PC)
Overall Business performance (LG Chem+LG PC) Business results Analysis & Outlook (Unit : KRW bn) • Analysis 10,010 ▣ Strong PE, PVC, ABS, Alcohol & BPA prices and decreased 16% depreciation resulted remarkable improvement I&E 8,503 17% materials (Unit:U$/MT) 1Q 2Q 3Q Nov 18% Naphtha 581 691 691 823
Slide 3: Petrochemicals Business performance
Petrochemicals Business performance (LG Chem+LG PC) Business results Analysis & Outlook (Unit : KRW bn) 6,467 • Analysis ABS/EP 5,600 28% 17% ▣ Strong polyolefin prices and decreased depreciation 25% expenses resulted remarkable improvement in NCC/PO profitability for NCC/PO 33% ▣ Firm global demand
Slide 4: I & E materials Business performance
Business performance I & E materials Business results Analysis & Outlook (Unit : KRW bn) • Analysis 1,611 ▣ Battery : Turned to profit in 3Q 1,538 - Cylindrical : Tight supply/demand balance led price 30% increase & full utilization Battery/ 32% - Prismatic : Increased sales to LGE moved up utilizat
Slide 5: Industrial materials Business performance
Business performance Industrial materials Business results Analysis & Outlook (Unit : KRW bn) • Analysis 2,088 ▣ Worsen margin in Housing Solution (HS) due to sluggish market Living / 42% 1,568 ▣ Weak margin in Living Solutions (LS) by high raw Automotive solutions material cost and KRW appreciation
Slide 6: Proforma Financial statements
Proforma Financial statements Year to 3Q 2007 performance Income statement Balance sheet Post- Post- (Unit : KRW bn) LGC LGPC (Unit : KRW bn) LGC LGPC merger merger Assets 6,241.3 1,416.6 6,990.2 Sales 7,791.6 1,901.7 8,503.3 (Cash and 127.1 358.5 485.6 equivalents) Operating Profit 542.4 304.1 836.