POSCO Holdings Inc. (PKX) Q2 2026 Earnings Call Transcript

SA Transcripts 161.41K Followers Follow POSCO Holdings Inc. ( PKX ) Q2 2026 Earnings Call July 30, 2026 2:00 AM EDT Company Participants Seung-Jun Kim - Head of Finance & IR Division Young-Ah Han - Head of Investor Relations Office, Executive Officer & Executive VP Yoon Tae-il - Head of POSCO Future M’s Energy Materials Marketing Division Conference Call Participants Hyun-wook Park - Hyundai Motor Securities Co. Ltd, Research Division Yoon-sang Kim - iM Securities, Research Division Moon Sun Choi - Korea Investment & Securities Co., Ltd., Research Division Jae Hyeok Jang - Meritz Securities Co., Ltd., Research Division Yong Hyun Choi - KB Securities Co., Ltd., Research Division Hoe Soo Ahn - DB Financial Investment Co., Ltd., Research Division SeungHun Han - Shinhan Investment Corp., Research Division Presentation Operator Greetings, everyone. Thank you for coming to attend the conference call for POSCO Holdings earnings release. Today, we will have a presentation from POSCO Holdings first, and then we will have a Q&A with all of you. [Operator Instructions] So now I'd like to begin the POSCO Holdings 2026 Second Quarter Earnings Release. Seung-Jun Kim Head of Finance & IR Division Greetings, everyone. I'm Head of Finance and IR Division at POSCO Holdings. My name is Kim Seung-Jun. Despite the harsh heat, thank you for attending the second quarter earnings for POSCO Holdings. My sincere thanks go to the investors and the analysts. In the second quarter, the Middle East conflict triggered energy supply risk intensified, while the Korean won continued to lose value, business faced headwinds. Nevertheless, POSCO Holdings recorded consolidated revenue of KRW 19.3 trillion and KRW 820 billion in OP, keeping the rising profit curve. Gains were recorded against previous quarter in all key sectors of steel, rechargeable battery materials and energy. Most notable is our Argentina lithium business that turned a first-ever quarterly profit. So the general RBM sector transitioned