Slide 1: Investor Relations May 2026
Investor Relations KRAF'TON May 2026
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: 1Q26 CEO Highlights
1Q26 CEO Highlights KRAF'TON May 2026
Slide 4: PUBG IP Franchise
PUBG IP Franchise Sustaining Growth Momentum through Platformization and Global Reach [1Q26 Recap]Solid Growth Across Core Services¹⁾ [2026 Plan] Structural Initiatives to Drive Traffic G rowth 5-Year 1Q Revenue Trend Evolving into Building Presence in a Content Platform Emerging and Western Markets
Slide 5: inZOI
inZOI Evolving into a UGC-Driven Live Service IP for Long-Term Growth Strengthening Core Experience Building a Platform IP through a Modding Ecosystem Enhanced Core Gameplay Mod Browser Multiplay Sessions UGC Polishing based on user feedback Expanding beyond traditional genre boundaries through dive
Slide 6: Subnautica 2
Subnautica 2 Subnautica 2 Early Access Preparations Well Underway Subnautica 2 Overview Expected to Extend the Franchise Lifecycle and Broaden the Fanbase Across Regions 2014.12 2019.01 2026 Subnautica 1 Subnautica : Below Zero Subnautica 2 Early Access Early Access Early Access 18.5M+ cumulative un
Slide 7: AI for Game
AI for Game Expanding KRAFTON’s Distinctive Player Experiences with In -House AI Raon: In-house Multimodal¹⁾ AI Adaptable to Games PUBG Ally:In-Game AI that Plays and Interacts Like a Real Player Raon Raon-Speech Game A Voice Input / Output Raon-SpeechChat Real-time conversation Fine-tuning Game B R
Slide 8: FY2026 1Q Financial Performance
FY2026 1Q Financial Performance May 2026
Slide 9: 1Q26 Highlights
1) revenue exceeded KRW 1tn PUBG IP Franchise Revenue KRW 1.4tn for the first time in a quarter Total revenue grew 57% YoY to a record quarterly high Operating 1Q26 KRW 561.6 bn Achieving 53% of FY2025 full-year operating profit, Profit increased 23% YoY Highlights Higher engagement and more paying
Slide 10: Revenue Breakdown
Revenue Breakdown (Unit: KRW bn) 1Q 2025 4Q 2025 1Q 2026 YoY QoQ Revenue Revenue 874.2 919.7 1,371.4 +56.9% +49.1% PC 1Q26 KRW 363.9bn (YoY 12.5% ↑,QoQ 26.6% ↑) PC 323.5 287.4 363.9 +12.5% +26.6% Mobile 532.4 292.2 702.7 +32.0% +140.5% Mobile 1Q26 KRW 702.7bn (YoY 32.0% ↑, QoQ 140.5% ↑) Console 13.1
Slide 11: 2026 2Q PUBG IP Franchise Key Content
2026 2Q PUBG IP Franchise Key Content Strengthening the Fan Base and Accelerating PUBG’s Evolution into a Content Platform Diversifying Play Experiences to Expand as a Content Platform Expanding Premium Contents for All Fans Xeno Point Mode 8 th Anniversary Theme 5 th Anniversary Landmark New Conten
Slide 12: Operating Expenses & Profit
Operating Expenses & Profit (Unit: KRW bn) 1Q 2025 4Q 2025 1Q 2026 YoY QoQ Operating Expenses Operating Expenses 416.9 917.3 809.9 +94.3% -11.7% 1Q26 KRW 809.9bn (YoY 94.3% ↑, QoQ 11.7% ↓) Personnel 148.4 284.0 276.1 +86.0% -2.8% Increased 94.3% YoY due to rise in one -off personnel expenses and ADK
Slide 13: Net Profit
Net Profit (Unit: KRW bn) 1Q 2025 4Q 2025 1Q 2026 YoY QoQ Net Profit Operating Profit 457.3 2.4 561.6 +22.8% +22,980.1% 1Q26 KRW 514.1bn (YoY 38.4% ↑, QoQ T/S1)) Non-Operating Profit 41.6 (52.9) 157.5 +278.7% T/S1) Increased 38.4% YoY and returned to profit QoQ, driven by Non - Non-Operating Income
Slide 14: Shareholder Return
Shareholder Return KRW100bn Share Buyback and Cancellation in 2Q, with Flexibility in Timing and Scale Going Forward 2026 1Q • KRW 200bn share buyback andKRW 99.6bn ¹⁾ capital reduction dividend completed in 1Q26 Recap • KRW 336.2bn 2⁾ in shares cancelled, including newly acquired and existing treas
Slide 15: Appendix
Appendix
Slide 16: Summary of Financial Statements
Summary of Financial Statements Consolidated Income Statement Consolidated Statement of Financial Position FY2025 FY 2026 (KRW bn) 4Q 2025 1Q 2026 (KRW bn) 1Q 2Q 3Q 4Q 1Q Assets Current Assets 4,866.3 5,167.7 Revenue 874.2 662.0 870.6 919.7 1,371.4 Cash and Cash Equivalents 1) 3,180.7 3,097.3 Operat
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