Research analysts who have asked questions during POSCO HOLDINGS earnings calls.
HY
Hyun-soo Yi
Yuanta Securities
4 questions for PKX
EL
Eugene Lee
Eugene Securities
3 questions for PKX
KY
Kim Yoon Sang
HI Investment & Securities
3 questions for PKX
KY
Kim Yoon Sung
I'm Securities
2 questions for PKX
KP
KwangRae Park
Shinhan Investment Securities
2 questions for PKX
YP
Yushin Park
HSBC
2 questions for PKX
CS
Chairman Sun
Antu Securities
1 question for PKX
CY
Choi Yong Han
KB Securities
1 question for PKX
LE
Lee Eun Young
DBS Securities
1 question for PKX
ML
Mr. Li
NH Investment & Securities
1 question for PKX
ML
Mr. Li
QM Securities
1 question for PKX
PH
Park Hyun-wook
Hyundai Motor Securities
1 question for PKX
PK
Park Kyung Ho
Hyundai Motor Securities
1 question for PKX
YS
Yeon Soo
Yuanta Securities
1 question for PKX
YJ
Yi Jae Young
NH Investment & Securities
1 question for PKX
Y
Yujin
Yujin Investment & Securities
1 question for PKX
Recent press releases and 8-K filings for PKX.
Posco Holdings Acquires Stake in Mineral Resources Lithium Business
PKX
M&A
New Projects/Investments
- Posco Holdings is acquiring a 30% stake in Mineral Resources Ltd's lithium business for AUD 1.2 billion (USD 765 million), establishing a joint venture that includes MinRes' 50% shares in the Wodgina and Mt Marion lithium mines.
- This deal grants Posco indirect ownership of about 15% in these key lithium projects and provides access to spodumene concentrate for its downstream battery processing expansion.
- The transaction is expected to strengthen MinRes' balance sheet by reducing external debt and represents one of the largest Korean investments in Australian hard-rock lithium.
- Following the announcement, MinRes shares rose by 11% and Posco Holdings' shares increased by 5.5% in early trading.
Nov 11, 2025, 10:11 PM
POSCO HOLDINGS INC. Reports Q3 2025 Provisional Earnings
PKX
Earnings
Demand Weakening
- Consolidated revenue for Q3 2025 was 17.26 trillion KRW, a 1.7% decrease from Q2 2025, while operating profit increased by 4.9% QoQ to 0.64 trillion KRW.
- Net profit attributable to owners of the controlling company significantly increased by 162.5% QoQ to 0.42 trillion KRW in Q3 2025.
- The Steel segment (POSCO) reported an operating profit of 0.585 trillion KRW in Q3 2025, driven by lower raw material costs and higher production/sales despite a price drop.
- POSCO E&C experienced weak performance, reporting an operating loss of 0.195 trillion KRW in Q3 2025, attributed to costs from the Sinansan Line incident, bad debt provision, and an overseas project in Poland.
- The company completed 7 portfolio management projects in Q3 2025, generating 400 billion KRW in cash, contributing to a cumulative 1.4 trillion KRW cash generation from Q3 2024 to Q3 2025.
Oct 27, 2025, 12:42 PM
POSCO Holdings Reports Q3 2025 Results with Operating Profit Improvement and Strategic Initiatives
PKX
Earnings
New Projects/Investments
Guidance Update
- POSCO Holdings reported ₩17.3 trillion in consolidated revenue and ₩640 billion in operating profit for Q3 2025, marking three consecutive quarters of operating profit improvement.
- The steel business, POSCO, achieved ₩585 billion in operating profit with a 6.6% OP margin in Q3 2025, driven by cost-cutting efforts and increased sales volume, despite a 1.7% quarter-over-quarter revenue decline.
- Losses in rechargeable battery materials narrowed sharply due to increased cathode sales and a ₩37 billion reversal of inventory valuation losses from lithium price rebound, with lithium plants expected to complete ramp-up by early next year and prices projected to rise to $10-$15 in 2026.
- POSCO E&C recorded a deficit in Q3 2025 due to ₩288.1 billion in one-time costs from the Shenzhen incident and overseas project losses, with an additional ₩230 billion expected in Q4 2025, but anticipates a return to normal profitability from 2026.
- The company generated ₩400 billion in cash from restructuring seven projects in Q3 2025, bringing the total to ₩1.4 trillion from 63 projects since early 2024, and is pursuing overseas expansion in steel and M&A for long-term growth.
Oct 27, 2025, 7:00 AM
POSCO Holdings Reports Q3 2025 Consolidated Revenue of KRW 17.3 Trillion and Operating Profit of KRW 640 Billion
PKX
Earnings
Guidance Update
New Projects/Investments
- POSCO Holdings reported consolidated revenue of KRW 17.3 trillion and operating profit of KRW 640 billion for Q3 2025, marking the third consecutive quarter of improved consolidated operating profit.
- The steel business, POSCO, achieved an OP margin of 6.6% in Q3 2025, with operating profit reaching KRW 585 billion due to increased sales volume and cost-cutting efforts, despite a 1.7% revenue drop against the previous quarter.
- POSCO E&C recorded a deficit in Q3 2025, recognizing KRW 288.1 billion in one-time costs related to the Sinansan Line incident and overseas project losses, with an additional KRW 230 billion expected in Q4; the company anticipates returning to normal profitability in 2026 after these one-off losses are accounted for.
- The rechargeable battery materials sector saw losses narrow sharply, with POSCO Future M registering KRW 56 billion in operating profit, driven by increased cathode sales and a lithium price rebound that reversed inventory valuation losses.
- POSCO Holdings completed 63 portfolio management projects since early 2024, generating KRW 1.4 trillion in cash, including KRW 400 billion from seven projects restructured in Q3 2025.
Oct 27, 2025, 7:00 AM
POSCO Holdings Reports Q3 2025 Revenue of ₩17.3 Trillion and Operating Profit of ₩640 Billion
PKX
Earnings
Guidance Update
New Projects/Investments
- POSCO Holdings reported consolidated revenue of ₩17.3 trillion and operating profit of ₩640 billion for Q3 2025, marking three consecutive quarters of improved operating profit.
- The steel segment's operating profit margin was 6.6% in Q3 2025, driven by increased sales volume and cost-cutting efforts, with overall steel profits expected to increase in 2026.
- Losses in rechargeable battery materials narrowed sharply, with POSCO Future M registering ₩56 billion in operating profit and lithium operations benefiting from a ₩37 billion reversal of inventory valuation losses due to a price rebound.
- POSCO E&C recognized ₩288.1 billion in one-time costs in Q3 2025 for the Shenzhen incident and overseas project losses, with an additional ₩230 billion expected in Q4 2025, but anticipates a return to normal profitability from 2026.
- Lithium plants in Argentina and POSCO Lithium Solution are expected to complete ramp-up by November 2025 and early 2026 respectively, with lithium prices projected to rise to $10 next year and $15 by the second half of next year.
Oct 27, 2025, 7:00 AM
PKX Reports Q3 2025 Revenue of KRW17.3 Trillion and Operating Profit of KRW640 Billion
PKX
Earnings
New Projects/Investments
Demand Weakening
- POSCO Holdings reported KRW17.3 trillion in revenue and KRW640 billion in operating profit for Q3 2025, marking three consecutive quarters of operating profit improvement.
- The steel business (POSCO) saw its operating profit recover to KRW585 billion with a 6.6% OP margin, while the Rechargeable Battery Materials segment significantly narrowed losses, with POSCO Future M registering KRW56 billion in operating profit and lithium operations benefiting from a KRW37 billion inventory valuation reversal.
- POSCO E&C recognized KRW288.1 billion in one-time costs for Q3 2025 due to the Shinansan line accident and overseas project losses, with an additional KRW230 billion expected in Q4 2025, but anticipates a return to normal profitability from 2026.
- The company continues its portfolio management, generating KRW400 billion in cash from seven projects in Q3 2025, contributing to a total of KRW1.4 trillion from 63 projects since early 2024.
- Looking ahead, the global steel market is projected to grow 1-2% in 2026, with demand picking up in the US and Europe, while the company is also making strategic investments in new growth markets like the United States and India.
Oct 27, 2025, 7:00 AM
POSCO Holdings Reports Q3 Net Profit Decline Amid Steel Industry Pressures
PKX
Earnings
Demand Weakening
Management Change
- POSCO Holdings reported a 22% year-over-year decline in third-quarter net profit to approximately $269 million, primarily due to one-off costs from safety incidents at its construction affiliate and weak global steel demand.
- The company's Q3 operating profit decreased 14% and sales were down nearly 6%, with its net income for January to September plummeting 50.9% year-on-year to 810 billion won.
- POSCO faces increasing trade protectionism, including a proposed halving of the EU's tariff-free steel import quota, and is undertaking restructuring efforts, including 1.4 trillion won in asset divestments, to improve financial stability.
- Subsidiaries Posco Dx and Posco International also experienced declines in quarterly net and operating income, signaling a broader industry downturn within the POSCO group.
Oct 27, 2025, 3:42 AM
POSCO HOLDINGS Reports 2024 Financials and Details Shareholder Return and Value-Up Plans
PKX
Dividends
Share Buyback
Guidance Update
- POSCO HOLDINGS reported a decline in consolidated financial performance for the fiscal year ended December 31, 2024, with revenue at KRW 72,688,143 million, operating income at KRW 2,173,573 million, and net income at KRW 947,580 million.
- The company announced a new three-year (2023–2025) shareholder return policy, including a basic dividend of KRW 10,000 per share annually and a plan to repurchase and cancel 6% of outstanding shares over three years (announced July 2024). In line with this, 2% of treasury shares were canceled in July 2024 and March 2025, and KRW 100 billion worth of treasury shares were purchased and immediately canceled in July 2024.
- On December 23, 2024, POSCO HOLDINGS voluntarily disclosed its Corporate Value-Up Plan, targeting a revenue growth rate of 6–8% CAGR by 2027 and ROIC of 6–9% by 2027. The plan also commits to returning at least KRW 2.3 trillion to shareholders over the three-year period (2024–2026).
Aug 28, 2025, 1:13 PM
Quarterly earnings call transcripts for POSCO HOLDINGS.
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