LG Chem Ltd. · KRX:051910
LG Chem — Q1 2005 Earnings Presentation
13 slides from LG Chem's earnings presentation, 2005
Slide 1: LG Chem - Future for you
_ Future for you @ LG Chem
Slide 2: ’
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Slide 3: ’
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Slide 4: Total net income and consolidated results
*** ’ ’ ’ ’ ’ ’ ** * * Total Net Income includes income of consolidated subsidiaries’ minority interests. ** Due to the asset split of Hyundai Petrochemical, profit from Lotte Daesan (50%) has been excluded from the equity method gains. *** LG Daesan Petrochemical is consolidated. 1/10
Slide 5: ’ ’ ’ ’ ’ 2/10
’ ’ ’ ’ ’ 2/10
Slide 6: Petrochemicals division results and outlook
• - With strong oil and raw material prices leading to higher sales prices, sales rose by 24% YoY. 937 ’04 1Q ’05 1Q 36 33 PVC U$ 841 U$ 887 ( 5.5 % ) 34 ABS U$ 1,084 U$1,412 ( 30.3 % ) - While higher raw material costs dented profits from PVC 32 35 31 and ABS, the short supply of Acrylate and PO he
Slide 7: Industrial materials division results and outlook
• - While sluggish domestic consumption and sharp depreciation of the US dollar caused decreased sales of Decorative and Living materials, increased sales of automotive parts and 45 window frames helped overall sales rise 0.7 % YoY. 44 44 Sales Growth YoY – automotive parts : 10% window frames : 14%
Slide 8: Information and electronic materials results and outlook
• - Weak sales of the LiPB and cylindrical type batteries and sharp deprecation of the US dollar weakened profitability. LiPB : Slowdown in sales due to delay in new products launching by customers Cylindrical : Due to customers’ preference for low-priced batteries associated with intensifying compe
Slide 9: Operating profit by business and subsidiaries
’ ’ ’ ’ - Operating profits increased due to higher sales prices (YoY). - Solid demand and supply in the basic chemical market is expected to create favorable operating profits. * - Steady strength of sales prices led to favorable sales. - All processes, including the stock exchange, will be com
Slide 10: Sales by business division (KRW bn)
(Unit : KRW bn) * Difference between total of all business divisions and total of each business unit indicates inter-company business sales. 7/10
Slide 11: Borrowings
The % is calculated to total borrowings. 8/10
Slide 12: @ ischem 9/10
@ ischem 9/10
Slide 13: Product price trends (US$/MT)
(Unit:U$/MT) (Unit:U$/MT) 945 1,497 1,469 898 841 887 1,412 841 1,330 790 1,237 1,185 755 1,123 740 732 723 1,084 1,115 620 650 976 984 949 902 933 542 850 527 552 727 489 505 696 698 423 371 548 333 471 432 284 • The prices are average price of CFR FE Asia for general grade in each product group. *