Posco Holdings Inc. · KRX:005490
Posco — Q3 2026 Earnings Presentation
14 slides from Posco's earnings presentation, Nov 2, 2026
Slide 1: POSCO Holdings Q3 2026 Earnings Release
POSCO HOLDINGS Q3 2026 Earnings Release November 2, 2026
Slide 2: Disclaimer
This presentation was prepared to release information to shareholders, investors and the community pertaining to the company’s business outcomes, financial performance and key operations. The financial and business statements provided in the presentation are based on data available at the time of it
Slide 3: Q3 2026 Consolidated Business Performance
Q3 2026 Consolidated Business Performance 1) Separate 2) Consolidated, POSCO International performance includes POSCO Energy 3) Includes KRW 392 bil. from PZSS and QPSS divestment 4) Includes impairment loss of KRW 112 bil. related to 2FINEX closure and others. 5) Impairment losses of KRW 272 bil. o
Slide 4: Strengthening core competitiveness to drive future growth
Strengthening core competitiveness to drive future growth Expanding growth drivers through new production facilities for advanced automotive steel, an integrated energy value chain, and entry into the LFP cathode business POSCO FUTURE M: launch of LFP cathodes business POSCO INTERNATIONAL: U.S. upst
Slide 5: POSCO Argentina phase completion enhances lithium as a strategic resource
POSCO Argentina phase 2 completion (Oct. 6, 2026) enhances lithium as a Strategic Resource Permits fast-tracked and government support pledged through MOUs with the Salta and Catamarca provincial governments, accelerating project development Advancing Phases 3 & 4 expansion (50Ktpa) to maximize prof
Slide 6: POSCO steel results
+233 +1.4%p +0.2%p OP improved to 4.6% on higher selling prices and greater crude steel output, despite rising coking coal costs Selling price (carbon steel) Key raw materials cost (index) '26.2Q) KRW 962K/t → ’26.3Q) KRW 982K/t (+20K/t) '26.2Q) 100 → ‘26.3Q) 104.4 (+4.4%) Logistics costs and other
Slide 7: Overseas steel subsidiaries
PT. Krakatau POSCO (Indonesia) POSCO Maharashtra (India) PY VINA (Vietnam) +28 △31 +18 +3 +34 OP improved on higher domestic and export sales volume, despite rising raw materials cost △19 [PT.KP] Despite lower domestic selling prices due to weak FX, OP rose on higher sales in Southeast Asia and Nort
Slide 8: POSCO FUTURE M
Income Revenue Operating Profit QoQ OP Margin (KRW bil., %) Revenue OP Margin Operating Profit + 55 +155 + 5.9%p Revenue & OP by Segment Q3 2025 Q2 2026 Q3 2026 QoQ Revenue 875 680 835 +155 Energy Material 533 328 460 +132 Base Material 342 352 375 +23 Operating Profit 67 27 82 +55 Energy Material 4
Slide 9: Lithium subsidiaries
POSCO-Argentina (P-ARG) POSCO-Pilbara LITHIUM SOLUTION (P-PLS) POSCO-HY Clean Metal (P-HYCM) Q3 2025 Q2 2026 Q3 2026 △42 △29 △16 △66 Q3 2025 Q2 2026 Q3 2026 Q3 2025 Q2 2026 Q3 2026 Posted a loss due to harsh winter weather in Argentina, lower lithium and metal prices, and weak FX (KRW 29 bil. invent
Slide 10: POSCO INTERNATIONAL
Income Revenue Operating Profit QoQ OP Margin (KRW bil., %) Revenue OP Margin Operating Profit Revenue & OP by Segment (KRW bil.) △596 △28 △0.02%p Q3 2025 Q2 2026 Q3 2026 QoQ Revenue 8,238 9,623 9,027 △596 Energy1) 1,225 1,308 1,472 +164 Steel Mtrl. etc.2) 7,013 8,315 7,555 △760 Operating Profit 323
Slide 11: POSCO E&C
Income Revenue Operating Profit QoQ OP Margin (KRW bil., %) Revenue OP Margin Operating Profit Revenue & OP by Segment (KRW bil.) Q3 2025 Q2 2026 Q3 2026 QoQ Revenue 1,408 1,769 1,763 △6 Plant 389 493 566 +73 Infrastructure* 89 - - - Construction 886 1,235 1,156 △79 Consolidated Accounts 44 41 41 -
Slide 12: Summarized Consolidated Income Statement
(KRW billion) Summarized Consolidated Income Statement Category Q3 2025 Q2 2026 Q3 2026 QoQ Revenue 17,261 19,259 19,141 △118 Gross Profit 1,416 1,659 1,771 +112 (Gross Margin) (8.2%) (8.6%) (9.2%) (+0.6%p) SG&A 777 840 826 △14 Operating Profit 639 819 945 +126 (Operating Margin) (3.7%) (4.3%) (4.9%
Slide 13: Summarized Consolidated Balance Sheet
*Cash Balance represents Cash and Cash Equivalents and Short-term Financial Instruments (KRW billion) Summarized Consolidated Balance Sheet Category Q3 2025 Q2 2026 Q3 2026 QoQ Current Assets 43,584 45,224 45,533 +309 Cash Balance* 15,839 14,298 15,431 +1,133 Accounts Receivable 11,437 13,333 12,285
Slide 14: National Supplier of Critical Resources
National Supplier of Critical Resources SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. POSCO HOLDINGS INC. (Registrant) Date: November 2, 2026 By /s/