POSCO Holdings Inc (NYSE:PKX)

Q3 2025 Posco Holdings Inc Earnings Call Transcript

Oct 27, 2025 / 07:00 AM GMT

Release Date Price: $56.22 (+0.41%)

Transcript

Key Points

Positve

POSCO Holdings Inc (PKX) recorded a revenue of 17.3 trillion won and an operating profit of 640 billion won, showing improvement for three consecutive quarters.
The company's proactive cost-cutting efforts have driven up operating profits, resulting in an operating margin of 6.6%.
In the rechargeable battery materials sector, losses narrowed sharply due to increased sales volume and a rebound in lithium prices.
POSCO International maintained solid profits during the summer peak power season.
The company has successfully restructured 63 projects, generating 1.4 trillion won in cash, indicating effective portfolio management.

Negative

POSCO EC recognized significant losses from the Xinanan online accident and business suspension, impacting overall profits.
The steel sector faced challenges due to reduced EU duty-free quotas and increased tariffs, affecting sales prices.
Overseas steel profits are expected to decline moderately due to slow performance in Mexico and other rolling mills.
The lithium operations are still ramping up, and the completion of customer qualifications is ongoing, posing potential delays.
The company anticipates additional costs related to the Xinanan incident in the fourth quarter, which may further impact profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

005490.KS - Posco Holdings Inc
Q3 2025 Posco Holdings Inc Earnings Call
Oct 27, 2025 / 07:00AM GMT

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Conference Call Participants
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* Editor

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Presentation
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Operator [1]
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Good afternoon.

Thank you for joining us for the Fresco Holdings earnings call.

Today we will have a presentation by Postco Holdings followed by a Q&A session with the participants.

If you would like to ask a question, please press star on your phone, followed by number 1. Now let us begin Postco Holdings 2025 Q3 earnings release.

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Unidentified Company Representative_1 [2]
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Good afternoon everyone.

I am Shin, CFO at

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