Sk Inc. · KRX:034730

Sk — Non-Deal Roadshow (September 2018)

13 slides from Sk's roadshow presentation, September 2018

1. Slide 1: Investor Presentation September 2018

   i sk Investor Presentation September 2018

2. 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

3. Slide 3: Vision & Growth: Global Top-tier Holding Company

   I. Vision & Growth : Global Top-tier Holding Company SK Group has a long history of growing through a series of successful acquisitions  Long-proven track records showing SK’s investment and management capabilities Acquisition of AMPAC Fine Chemicals Acquisition of OCI Materials (now SK Materials)

4. Slide 4: Vision & Growth: New Growth Areas

   I. Vision & Growth : New Growth Areas Seeking additional opportunities by making investments in areas of SK’s expertise with high growth potential  BMS production facility in Ireland(2017) Pharma- - Custom manufacturing facility with technologies ceutical  AMPAC Fine Chemicals (2018) - US CDMO wit

5. Slide 5: SK Value Drivers: SK Biopharmaceutical

   II. SK Value Drivers : SK Biopharmaceutical Striving to become a global leading pharmaceutical company through successful product launch and pipeline expansion Name Description Ph1 Ph2 Ph3 NDA  Successful launch of lead drug candidates - A commercial launch of Cenobamate in the US market by Partial

6. Slide 6: SK Value Drivers: CDMO Business

   II. SK Value Drivers : CDMO Business Pursuing organic and inorganic expansion plans to strengthen global presence and become a global top-tier CDMO • Daejeon, Korea (158㎥)  Organic expansion plans to achieve economies • Sejong, Korea (160㎥) of scale Asia - CDMO capacity to reach 1,558㎥ by 2020, pla

7. Slide 7: SK Value Drivers: SK Siltron

   II. SK Value Drivers : SK Siltron Dramatic market upturn since the acquisition to continue on strong semiconductor demands EBITDA and Margin (Unit : KRW billion) 241  Growing demands for wafers of all 237 (26%) (38%) diameters supported by robust demands 145 126 (17%) for semiconductor (16%) acquir

8. Slide 8: SK Value Drivers: SK E&S

   II. SK Value Drivers : SK E&S Evolving into a Global LNG provider through the completion of global value chain integration Long-term Contracts Production  Gov’t commitment to clean energy sources UP leads to a structural growth STREAM • Tangguh, Indonesia • Woodford Shale JV (US) - LNG is the most

9. Slide 9: Shareholder Value

   III. Shareholder Value Management focus on creating long-term shareholder value  Will share outcomes of successful investments with our shareholders  To return a significant portion of dividend received from subsidiaries to shareholders (over 30% payout)  Strengthening shareholder return by payin

10. Slide 10: Social Value & Governance

    IV. Social Value & Governance Pursuing social value creation as a new management objective and strengthening transparency in governance  Delivering both economic and social values by setting  Implementing various methods to protect and social value creation as a major business objective enhance sh

11. Slide 11: Profit continue to show robust upward trend due to strong financial performance

    Profit continue to show robust upward trend due to a strong financial performance from competitive portfolios 2016 2017 (YoY) 1H18 (YoY) 30,007 +120% 21,331 17,907 +19% 13,676 2016 2017 1H 2018 12.5% +6.5%p 6.0% 2016 2017

12. Slide 12: Ownership, Revenue, Operating Profit by subsidiary

    Ownership Revenue Operating Profit Pre-tax Profit NP attributable to Shareholders % 2016 2017 1H2018 2016 2017 1H2018 2016 2017 1H2018 2016 2017 1H2018 SK Holdings - 82,730 93,296 49,847 5,281 5,861 3,215 4,390 7,442 4,194 766 1,677 1,193 Innovation 33.4% 39,521 46,261 25,604 3,228 3,234 1,563 2,423

13. Slide 13: Ownership structure

    • Owner & Related Parties 30.9% E&S 90% • Treasury Stocks 20.7% Siltron • National Pension Service 8.4% 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

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