Skc Co., Ltd. · KRX:011790
Skc — Q3 2025 Earnings Presentation
11 slides from Skc's earnings presentation, Nov 5, 2025
Slide 1: SKC 3Q25 earnings release
SKC 3Q25 earnings release 5 Nov 2025
Slide 2: Table of Contents
Table of Contents 1. 2. Financial Results Appendix Quarterly results summary Financial statement summary Segment performance Quarterly earnings trend Highlights Disclaimer This presentation has been prepared by SKC(hereinafter “the company”), with an aim to promote investors’ understanding of the co
Slide 3: Financial Results
Financial Appendix Financial Results Quarterly summary 04 Segment performance 05 Highlights 08
Slide 4: 3Q25 quarterly summary
Quarterly summary Financial Appendix 3Q25 results Total revenue (KRW) 506.0 bn EV battery material Revenue 166.7 bn Semi material Revenue 64.5 bn Chemical Revenue 273.5 bn OP - 52.8 bn OP - 35.0 bn OP 17.4 bn OP - 7.4 bn OPM - 21.0% OPM 27.0% OP margin - 10.4 % OPM - 2.7% (KRW bn) ‘24.3Q ‘25.2Q ‘25.
Slide 5: EV battery material
Segment performance Financial Appendix EV battery material (KRW bn) 3Q25 results -34.0 -34.6 -38.1 -35.0 Revenue grew for 4 consecutive quarters driven -42.3 OP by strong NA sales (NA sales +73%QoQ, +463%YoY) 166.7 Secured new growth momentum by initiating sales for ESS application copper foils 127.
Slide 6: Semi material
Segment performance Financial Appendix Semi material (KRW bn) 3Q25 results 17.4 13.9 14.4 8.1 Record sales driven by high-speed burn-in test OP 6.8 solution launched 64.5 60.6 Operating margin continued to expand, driven by 59.1 53.0 increased sales of AI test sockets (Socket OPM 33%) 44.1 Revenue 4
Slide 7: Chemical
Segment performance Financial Appendix Chemical (KRW bn) 3Q25 results -7.4 -15.7 -16.3 -16.1 Solid demand supported stable sales momentum OP -18.3 amid limited impact from the US tariff 313.0 Earnings improved on wider SM spread and favorable 283.6 294.9 275.3 273.5 FX lag effect Revenue 4Q25 outloo
Slide 8: 3Q Key results & 4Q Outlook
Highlights Financial Appendix 3Q Key results & 4Q Outlook EV battery material Semi material Finance 3Q 3Q 3Q Productivityacceleratedwithhigher Semiconductor restructuring Non-core asset divestment utilization and production yield in completed : Socket-Tester and (Blank Mask, KRW 68 bn) Malaysia SKC-
Slide 9: Appendix
Financial Appendix Appendix Financial statements 10 Quarterly earnings trend 11
Slide 10: Balance sheet Income statement
Financial statements Financial Appendix Balance sheet Income statement (KRW bn) FY2024 ’25.3Q (KRW bn) ’24.3Q ’25.2Q ’25.3Q Current Assets 1,520.5 1,892.3 Revenue 443.7 467.3 506.0 Cash & cash equivalents 726.0 1,066.4 COGS -448.0 -465.6 -490.0 Inventories 234.7 313.4 Non-current assets 5,228.2 5,17
Slide 11: Revenue/OP by business segment
Quarterly earnings trend Financial Appendix Revenue/OP by business segment (KRW bn) 2024 2025 1Q 2Q 3Q 4Q 1Q 2Q 3Q Revenue 398.8 453.4 443.7 425.0 438.5 467.3 506.0 EV battery material 1) 84.5 76.3 70.1 87.3 98.7 127.3 166.7 Semi material 39.8 57.9 59.1 53.0 44.1 60.6 64.5 Chemical 272.6 317.5 313.0