Sk Inc. · KRX:034730

Sk — Non-Deal Roadshow (May 2019)

17 slides from Sk's roadshow presentation, May 2019

  1. Slide 1: Investor Presentation May 2019

    i sk Investor Presentation May 2019

  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: Corporate Strategy

    Corporate Strategy = Vision / Strategy / Strengths / Investments # Shareholder Value = Social Value & Corporate Governance

  4. Slide 4: Vision: Investment-driven Holding Company

    Vision : Investment-driven Holding Company SK holdings' competitive and well-diversified portfolio underpins sound financial performance and accelerates growth potential Core Growth Seeding Energy∙Petrochemical Pharmaceutical Mobility • SK Biopharmaceutical • SK Innovation • SK E&S • SOCAR (Korea) •

  5. Slide 5: Investment Strategy & Frame

    Investment Strategy & Frame Through a systematic approach, we continue to strengthen our portfolio by investing in new areas and developing them into sizable businesses  Seek to secure footholds and gain market insights in new areas with high growth Seeding potential through proactive investments I

  6. Slide 6: Strengths: Why SK Holdings makes better investments

    Strengths : Why SK Holdings makes better investments To reassure successful outcomes of our investments, we fully utilize our resource and apply core competencies across the whole cycle Business Value-Up  Long-proven track records showing SK’s investment and management capabilities  Synergy genera

  7. Slide 7: Investments

    Investments More than KRW 4 trillion has been successfully invested over the last 4 years to bring SK holdings to the next level  BMS production facility in Ireland(2017) Pharma. - Custom manufacturing facility with technologies /CMO  AMPAC Fine Chemicals (2018) Total 6,053 - US CMO with world cla

  8. Slide 8: Shareholder Value

    Shareholder Value Reliable shareholder return scheme which shares both the proceeds from stable dividend income and capital gain from successful investments Ordinary Dividend Special Dividend 【 Dividend History 】 - Total Dividend Payout Core Portfolio Growth & Seeding KRW Bil. 282.0 300 225.6 Over 3

  9. Slide 9: Social Value & Governance

    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 shareh

  10. Slide 10: Growth Portfolios

    Growth Portfolios = Biopharmaceutical O CMO (Contract Manufacturing Organization) = IT Materials =# LNG Value-chain

  11. Slide 11: Growth Portfolio: Pharmaceutical (SK Biopharm)

    Growth Portfolio : Pharmaceutical (SK Biopharm) Striving to become a global leading pharmaceutical company through successful product launch and pipeline expansion (As of March 2019)  Emerging global CNS Leader Project Indication Ph1 Ph2 Ph3 NDA - SKBP targets CNS and anti-cancer treatments where c

  12. Slide 12: Growth Portfolio: CMO Business

    Growth Portfolio : CMO Business Pursuing organic and inorganic plans to strengthen global presence and become a global top-tier CMO player • Daejeon, Korea (158㎥)  Growth potential from changing dynamics in • Sejong, Korea (160㎥) the pharma and CMO industry Asia Large scale AI~API production, Conti

  13. Slide 13: Growth Portfolio: IT Materials

    Growth Portfolio : IT Materials Expanding product offerings beyond the semiconductor material to become total solution provider for gas and IT materials  Demand for gas and IT materials to strengthen on technology development - NF3 usage per area to increase as memory players move to higher tech. n

  14. Slide 14: Growth Portfolio: LNG Value-Chain

    Growth Portfolio : LNG Value-Chain Completing the global integration of LNG value chain to grow into a global clean energy and solution provider Long-term Contracts Production  The global transition to a low-carbon economy UP to support structural growth of LNG STREAM - Environment-friendly policie

  15. Slide 15: Appendix

    Appendix # Financial Highlights # Shareholding Structure

  16. Slide 16: Profit continues to show robust upward trend

    Profit continue to show robust upward trend due to a strong financial performance from competitive portfolios 2017 2018 1Q19(E) 40,310 +34% 30,007 2017 2018(E) 2018 14.9% +2.3%p 12.5% 2017 2018(E) 2018

  17. Slide 17: Shareholding Structure

    • Owner & Related Parties 30.9% E&S 90% • Treasury Stocks 20.7% Siltron • National Pension Service 8.3% Innovation 51% 34% Biopharm Energy 100% 100% Global Chemical 100% Biotek 100% Lubricants 100% E&C Incheon Petrochem 45% 100% Telecom 27% Hynix 20% Planet 98% Broadband 100% Networks 39% SKC * List

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