Posco Holdings Inc. · KRX:005490
Posco — FY2025 Earnings Presentation
16 slides from Posco's earnings presentation, Jan 29, 2026
Slide 1: POSCO HOLDINGS
POSCO HOLDINGS 202614 121 292 HOLDINGS
Slide 2: Disclaimer
DISCLAIMER SE] aa AteeQiL(Ch. & Xpe2Ol] AE 1S DeyAlel|O| 42 S|Af2| E10] WSUCh O44 H 0| ze HI At ROA HAL El Oleh oS 210 (CH, S|AHS = Abe SE | SUAee HI
Slide 3: 2023 2023 2024 2024 2025 2025 舊
3 2023 2023 2024 2024 2025 2025 舊
Slide 4: LTIFR and serious accident rates
4 LTIFR1) 중대재해 재해율 ((중대재해자수+근로손실재해자수) x 1백만/총 근무시간) (명, 사망자수) (%, 재해자수 /산재보험적용근로자수 × 100) 7) 全세계 철강업2) 글로벌PEER 평균5) 국내전체 8) 포스코그룹3) 포스코그룹 14 포스코그룹 14 0.85 0.85 0.85 6) 0.65 0.66 0.67 9 9 9 9 0.74 0.79 7 7 0.1 0.14 0.15 4) 0.09 0.68 5 4 0.54 2 1 ’22 ’23 ’24 ’25 ’20 ’21 ’22 ’23 ’24 ’25 ’22 ’23 ’24 ’25
Slide 5: HyREX Demo Plant and global multi-site strategy
stele 8} HyREX Demo Plant 412(7HS 2028t1~-) a} B12! S171= 7HS (2508S, 6@ THE OOS KELL aH All AI71 cHS Sg a HBAS Sot AS AVS SEt OYA] DHE} Sry Het So] AAAt Away Stes apse - EEA: +ALNG FI M2 YS MESHES OLAS AE! FA} SDS (|LAX] SEL AlO|LAX| STS, E22! PosMAC, VES 217 1ZB) - BY : MEA SA Aloe Oley SYAlE| AGS
Slide 6: 2026 outlook and key business plans
2026 ZABOSHEIL} 2 ALS Mel Mat 7HAl BI BH Bt O14 Bal 49] 7Io| Wap alg | PEAROL@HELY] BIG] ots & BAALAIAL MABIO| OLE 4-0] Shas 7HASt ~ 1Eba|| tu AIS} 9 Sel Seis BAS Sel 27] Ge}: Bele 71S 60% O1d, 7A 70% OLA, 3Q 01% BIS - 212] 20264 487| SUES: Mule, YS Sc s+ swag vig + (HAD BeelsSH al] 174 HE Selo HHS
Slide 7: PEG ALB Sat
PEG ALB Sat 2024141~202514 4] S 7321 Ste, ATS 57% HH OF +A ASS 1.828 a rare wie rosie Zt047|Z1(2026~2028) 55H, 122! EA} AS AS 71z (2024-2027 12621/2.62H BS SH) NS 202541 AA} 282, 128 Ha SS (20244 4520 0.7% 4 #2 aa) o2t 624, 78792! HARA : OH} BI ALAE 324, 155898! HARA EAD MGA| 9 A] oF2h ELESAPEA oH |
Slide 8: 旣 2023 2024 2025 2026(E) • • • •
8 旣 2023 2024 2025 2026(E) • • • •
Slide 9: Steel business results
sateatot ete #2 mio ~o-gg0118 ota 35,682 Maul Bulb oso AWA KY) AEH (Kt) A2,545 4611 | 4525 : 7s % of Premium Plus aeons se ium Plus ARRON +307 AA4.6xp soils 2023 2024 2025 +1.2%p {yper NoS TAZ, 245 G4 Am / OFLA Premium Plus ME 2 MEE PHOT Of fol elect] oft 9! el7} AZ Soe Seo] 137+ +['25.4Q] HH |bt HO
Slide 10: Overseas steel subsidiaries
Hes 10 PT. Krakatau POSCO (2! = 4IA|0}) mize wore, : PZSs (B=)* moiz2 2) atu 3 atu 2023 nyzio4 : 2023 Ale7 nyzio4 A189 : A583 2024 eo 0ttst—~S : 2024 Al29 egjojol +78 ; AN 2025 : 2025 A200 POSCO Maharashtra (2/5) . (wee) ; PY VINA (Hl= 1) . aa ofa) aud : aud 2023/5 9g yo gates 16 oy +178 : A33 2024
Slide 11: EV materials business
#2 mies a -o 2yoloig wri 7 voy 2023 2024 2025 2023 ol oa 4,760 3,700 2,939 A761 OLA 3,362 2,340 1874 2024 CONF] +3 DARL 1,398 1,360 1,365 Sxolts Syola 36 1 33 2025 + 1x 4X1 Al2 A37 A37 PRAT 48 38 70 OLAAAA EV FR SSS HS AAMC SS SVs S b/s AA LAOS AT} PAE Alot [SSA] e1E 71-4 Olof CHE AtH| BE} obey YoY
Slide 12: Trading business
BAF S a ts au 2 ee, er 2023 2024 2023 sce oot 33,133 32,341 +33 OWL 4,084 3,957 2024 Szeto +48 Boas 22,384 oles aloe ~ 5 2025 Su0ls gaol 1,163 411 +0. 1% oles] 592 604 AZANS 871 513 1) EP(7IA@), LNG HVE & 2) a2, AMebolo(ale, AleyEt, AelAm, daze & ZE MISA OL|X] SAt PAS Stee OME UIAIO} Bt 7[S] APESL O
Slide 13: Energy business
cal mois chsh = Ee, Aud oH of or 10,166 oye Bae A2,566 eset eeiolel i 2024 aaags A514 iia FEOE egos Bae 2078 A7.2% eng} BE BEES 13 Alo 2 12 ASA YS Bi HAZY] Boll CHS chaps Aap Bey Alok Af Aa Mel* A SAE SE] PS EAE AE SFA, S| REBES cHAg2ty| AS wdlorara AAApDAAps| as] AAA Sa} 20264 4 WH A m it yo | SUE
Slide 14: Consolidated income statement
cute!) 2023 2024 2025 Fe Aidt | 77,127 72,688 69,095 A3,593 ofB0|24 6,417 5,413 5,166 A247 (otasS0lct) 8.3% 7.4% 7.5% 0.0% ptoqze|b| 2,885 3,239 3,339 100 Seolel 3,531 2,174 1,827 A347 (Swols) 4.6% 3.0% 2.6% 0.3% QI] NZPA 010] 2,635 1,251 4107 A144 7 [20/21 1,846 948 504 A443 KIHEAAO|OI 1,698 1,095
Slide 15: Consolidated balance sheet
OF za 15 R = oH EW H(A 2) 2) 7 2023 2024 2025 7 Ae FSA 46,212 44,030 43,848 A182 XS lat 17,907 14,802 15,593 791 Se 11,015 10,822 11,198 376 MDA 13,826 14,143 13,624 A519 HIGSAM 54,733 59,374 61,709 2,334 Fart 35,206 39,847 42,293 2,446 Part 4,715 4,775 5,494 719 JIEFS SA 2,708 2,572 3,061 489 Kat A
Slide 16: POSCO HOLDINGS
eposco HOLDINGS