Lg Chem Ltd. · KRX:051910
Lg Chem — Non-Deal Roadshow (July 2008)
6 slides from Lg Chem's roadshow presentation, Jul 22, 2008
Slide 1: Market Outlook
SolutionPartner Market Outlook 2008. 7 @ LG Chem
Slide 2: Business Portfolio
Business Portfolio Sales Diversification by Business (1H2008) Product Diversification by Business (1H2008) Acrylates/ Petrochemicals 15.0% Plasticizers Synthetic Rubber/ 13% Specialty Resins 12% 14.5% PVC ABS/EP Petrochemicals Industrial 31% 13% Materials 70.5% NCC/PO I&E Living/Automotive 31% 44% S
Slide 3: Quarterly Business Results (consolidated)
Quarterly Business Results (consolidated) (Unit:KRW bn) 4.1tn 4.3tn 3.5tn 3.5tn 3.3tn 3.0tn 527 401 374 258 292 263 '071Q 2Q 3Q 4Q '081Q 2Q ※ OP Margin trend O P (%) ' 07.1Q 2Q 3Q 4Q ' 08.1Q 2Q P etro 11.4 9.5 12.1 7.9 10.1 12.5 I&E 1.5 5.8 10.7 10.2 13.0 15.6 Industrial 5.6 6.5 5.1 2.1 7.2 6.1 2 /5
Slide 4: Divisional Results & Outlook: Petrochemicals
Divisional Results & Outlook Petrochemicals(Consolidated) Business results Analysis (Unit:KRW bn) • Analysis 5,966 ▣ PO : Successful pass-through of mounting input cost (naphtha) to ABS/EP ASP given tight supply condition 31% 4,337 NCC/PO ▣ ABS/PVC : Rapid margin improvement leveraged to upcycle 36%
Slide 5: Divisional Results & Outlook: I & E Materials
Divisional Results & Outlook I & E Materials(Consolidated) Business results Analysis (Unit:KRW bn) 1,274 • Analysis ▣ Electronics & opticals 24% - Continued strong demand in LCD 990 - Improved profitability on account of internal cost saving activity Battery 28% ▣ Battery - Cylindrical : continued s
Slide 6: Divisional Results & Outlook: Industrial Materials
Divisional Results & Outlook Industrial Materials(Consolidated) Business results Analysis (Unit:KRW bn) • Analysis 1,231 ▣ Sales 1,156 - Domestic : Sales volume increase driven by seasonally strong demand Living Solutions/ 44% - Overseas : Sales increase in Window frame and Hi-Macs (artificial 44% A