Business UpdateJul 2, 2026, 08:56 AM
POSCO HOLDINGS Unveils Triple-Core Portfolio & KRW 29.1T Investment
AI Summary
POSCO HOLDINGS INC. announced a new portfolio strategy to maximize corporate value, focusing on a "Triple-Core" structure comprising Industrial, Strategic, and Energy Resources. The company aims to expand overseas crude steel production to 10 million tons by 2031 and become a top-five global lithium producer with 173,000 tons capacity by 2033. Financially, it targets a 35-40% shareholder return from adjusted net income and plans to reduce holding company discount by optimizing subsidiary stakes. The company projects 2028 consolidated revenue of KRW 87.9 trillion and operating profit of KRW 6.7 trillion, with a total investment of KRW 29.1 trillion from 2026-2028.
Key Highlights
- Aims for a "Triple-Core" portfolio: Industrial, Strategic, and Energy Resources.
- Targets 10 million tons overseas crude steel production capacity by 2031.
- Plans to expand total lithium production capacity to 173,000 tons by 2033.
- Commits to a shareholder return policy targeting 35-40% of adjusted net income.
- Plans to optimize listed subsidiary stakes to around 50% by end of 2027.
- Targets 2028 consolidated revenue of KRW 87.9 trillion and operating profit of KRW 6.7 trillion.
- Announces a total investment plan of KRW 29.1 trillion for 2026-2028.
- Aims to achieve a PBR of 1.0x or above by 2028.
Price Impact
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