Slide 1: Investor Relations
Investor Relations KRAF'TON 2026.09
Slide 2: Disclaimer
Financial statements included in this document are consolidated results of KRAFTON, Inc. (the “Company”) and its subsidiaries and have been prepared in accordance with -IFRS. K Financial results and operational performance included herein have been prepared for investors’ convenience only and have n
Slide 3: 2Q26 CEO Highlights
2Q26 CEO Highlights CEO CH Kim
Slide 4: 2Q26 Performance and Strategy
2Q26 Performance and Strategy Solid growth of core IPs and validation of a repeatable franchise IP growth model PUBG Franchise New Franchise IP User and revenue growth through content platformization , Subnautica 2 validates scale-up execution, Scaling mobile UGC ecosystem Building a repeatable fran
Slide 5: PUBG Franchise
PUBG Franchise Content platformization drove user and revenue growth , mobile ecosystem to be further scaled [2Q26 Recap]Platformization as a structural growth driver [3Q26 Plan] Driving further growth via mobile expansion Five-Year 2Q PC/Console MAU1) Five-Year PC/Console Revenue World of Wonder IP
Slide 6: New Franchise IP
New Franchise IP Scaling validated IPs into franchises through a repeatable system Turned strong expectations into a global hit, building into alasting franchise Validating potential of 5 new titles at gamescom EARLY ACCESS PERFORMANCE 1PP PUBG STUDIOS Cumulative units sold1) Steam reviews2) A new s
Slide 7: FY2026 2Q & 1H Financial Performance
FY2026 2Q & 1H Financial Performance CFO Dongkeun Bae
Slide 8: 1H26 Highlights
Revenue KRW 2.7 tn Record high half-year revenue, up 73% YoY, driven by PUBG Franchise1) growth and Subnautica 2 Early Access Operating 1H26 972.5 Record high half-year operating profit, Highlights KRW bn Profit reaching 92% of FY2025 full year operating profit Early Access launched on May 15, 2026
Slide 9: Revenue Breakdown
Revenue Breakdown (Unit: KRW bn) 2Q 2025 1Q 2026 2Q 2026 YoY QoQ 1H 2025 1H 2026 YoY Revenue Revenue 662.0 1,371.4 1,290.2 +94.9% -5.9% 1,536.2 2,661.6 +73.3% 1H26 KRW 2.7tn (YoY 73.3% ↑) PC 219.7 363.9 560.4 +155.1% +54.0% 543.2 924.2 +70.1% 2Q26 KRW 1.3tn (YoY 94.9% ↑, QoQ 5.9% ↓) Mobile 427.6 702
Slide 10: 3Q26 PUBG Franchise Content
3Q26 PUBG Franchise Content IP collaborations and UGC expansion to accelerateevolution into a content platform IP Collaborations Expanding UGC Eco-System 2026~ Strengthening UGC gameplay content (2026.3Q) Expanding UGC content through IP collaborations, including Naruto and Spider -Man Global Anime
Slide 11: Operating Expenses & Profit
Operating Expenses & Profit (Unit: KRW bn) 2Q 2025 1Q 2026 2Q 2026 YoY QoQ 1H 2025 1H 2026 YoY Operating Expenses Operating Expenses 416.0 809.9 879.3 +111.4% +8.6% 832.9 1,689.2 +102.8% 1H26 KRW 1.7tn (YoY 102.8% ↑) Personnel 146.8 276.1 237.4 +61.7% -14.0% 295.2 513.5 +73.9% 2Q26 KRW 879.3bn (YoY
Slide 12: Net Profit
Net Profit (Unit: KRW bn) 2Q 2025 1Q 2026 2Q 2026 YoY QoQ 1H 2025 1H 2026 YoY Net Profit Operating Profit 246. 0 561.6 410.9 +67.0% -26.8% 703.3 972.5 +38.3% 1H26 KRW 484.2bn (YoY 25.1% ↑) Non-Operating Profit (222.2) 157.5 (316.7) n.a. n.a. (180.5) (159.2) n.a. First-half net profit increased 25% Y
Slide 13: Shareholder Returns
Shareholder Returns Additional KRW100bn share buyback and cancellation in 3Q 2026 1H • KRW 300bn share buyback andKRW 99.6bn ¹⁾ capital reduction dividend completed in 1H26 (122.6% of -year full 2025) Recap • KRW 431.5bn 2⁾ in shares cancelled, including newly acquired and existing treasury shares (
Slide 14: Q&A
Q&A CEO CFO CH Kim Dongkeun Bae
Slide 15: Appendix
Appendix
Slide 16: Summary of Financial Statements
Summary of Financial Statements Consolidated Income Statement Consolidated Statement of Financial Position 2025 2026 (KRW bn) 2025 2Q 2026 (KRW bn) 1Q 2Q 1H 1Q 2Q 1H Assets Current Assets 4,866.3 4,811.9 Revenue 874.2 662.0 1,536.2 1,371.4 1,290.2 2,661.6 Cash and Cash Equivalents 2) 3,180.7 2,662.1
Slide 17: PIONEER THE UNDISCOVERED
Our Vision Slogan PIONEER THE UNDISCOVERED Statement We pioneer the path to players’ dreams With bold imagination and breakthrough technology, We create unforgettable worlds for fans across the globe Core Values Aim for Depth Builds the Imagination + Fan-First Thinking Embrace Global Bold Objectives