Sk Inc. · KRX:034730
Sk — Investor Presentation (May 2018)
12 slides from Sk's investor presentation, May 2018
Slide 1: Investor Presentation May 2018
i sk Investor Presentation May 2018
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by SK Holdings (hereinafter “the Company"), with an aim to promote investors’ understanding of the Company. This presentation may not be distributed, modified, reproduced in whole or in part. The accuracy of the ‘forward-looking statements’ included in
Slide 3: 2nd largest conglomerate group in Korea by aggregate market capitalization
2nd largest conglomerate group in Korea in terms of Group revenue well-diversified among different set aggregate market capitalization of affiliate of industries ranging from stable to growing companies industries FY2017 Group Revenue 137,527 Bn. KRW # Conglomerate Market Cap. 37% Information, 4
Slide 4: Group ownership structure
• Owner & Related Parties 30.9% E&S 90% • Treasury Stocks 20.7% Siltron • National Pension Service 9.2% Innovation 51% 34% Biopharm Energy 100% 100% Global Chemical 100% Biotek 100% Lubricants 100% Shipping Incheon Petrochem 60% 100% Telecom E&C 25% 45% Hynix 20% Planet 98% Broadband 100% Networks 3
Slide 5: SK Group has long history of growing through persistent and successful acquisitions
SK Group has long history of growing through persistent and successful acquisitions Long-proven track records showing SK’s investment and management capabilities Acquisition of OCI Materials +50% increase in share (now SK Materials) price since acquisition Acquisition of Hynix by SKT (now SK Hynix
Slide 6: which creates Continuously by
will continue to grow through, , which creates Continuously by investing in Focusing on increasing and improving
Slide 7: Profit more than doubled in 2017 on strong financial performance
Profit more than doubled in 2017 on strong financial performance from competitive portfolios All major subsidiaries’ profit improved in 2017 (E&S +89%, SKT +60.1%, SKI +25.0%) 30,007 2016 2017 (YoY) ‘18.1Q (YoY) 13,675 +120% 2016 2017 12.5% 6.0% +6.5%p 2016 2017
Slide 8: Building an evolving portfolio through active management of investments
Building an evolving portfolio through active management of investments, based upon deep understanding and knowledge of industries Unlocking hidden value within growth portfolio to boost corporate value Energy & Chemicals Global LNG SK Innovation SK Trading International SK E&S G&P Projects SK Ene
Slide 9: Global trend shifting toward LNG opens up new value-creating opportunities
Global trend shifting toward LNG opens up new value-creating opportunities Bn. KRW Operating Profit Pretax Profit SMP (RHS) won/kWh Profit rebounded on increased power 500 120 generation capacity and improving SMP 100 400 - Paju, Wirye LNG power plant start-up in 1H17 80 300 - Avg. SMP : 76.4 won/
Slide 10: Dramatic market upturn since the acquisition to continue on strong semiconductor demands
Dramatic market upturn since the acquisition to continue on strong semiconductor demands 160 Operating Profit Pretax Profit Growing demands for wafers of all diameters supported by robust demands 120 for semiconductor 80 40 Wafer price recovery to continue on supply shortage 0 - Wafer inventory
Slide 11: Striving to become a global leading FIPCO through successful launch of product and pipeline expansion
Striving to become a global leading FIPCO through successful launch of product and pipeline expansion Name Description Ph1 Ph2 Ph3 NDA Expanding Cenobamate’s market presence - Expecting Cenobamate’s launching over the US Partial Cenobamate in the 2nd half of 2019 Generalized Epilepsy - Direct mark
Slide 12: Management focus on creating long-term shareholder value
Management focus on creating long-term shareholder value 2017 Dividend Payout 36.9% / DPS 4,000 KRW/share Implementing various methods to protect and enhance shareholder values Stock option granted to top executive in 2017 [Unit : Bn. KRW] Governance Committee within BOD 250 Dividend Payment P