Slides
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3 3 3Q25 2Q26 3Q26 QoQ YoY Revenue 3,071 3,877 4,686 +20.9% +52.6% Operating Income -591 204 408 +100.1% Turned to profit Pre-tax Income -430 479 262 -45.4% Turned to profit Net Income 6 472 342 -27.4% +5,941.1% EBITDA -77 803 983 +22.5% Turned to profit 3Q25 2Q26 3Q26 QoQ YoY Assets 42,175 47,622 41,507 -6,115 -668 Current Assets 9,894 9,701 11,224 +1,522 +1,330 Non-current Assets 32,281 37,921 30,283 -7,638 -1,997 Liabilities 18,702 20,786 16,582 -4,204 -2,120 Equity 23,473 26,836 24,925 -1,911 +1,452 Cash and Cash Equivalents 2,149 1,506 2,357 +852 +209 Total Debt 11,441 12,111 8,521 -3,590 -2,920 1. 3Q26 Review
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4 4 1. 3Q26 Review ■ Batteries ■ Electronic Materials ■ Batteries ■ Electronic Materials 2,840 3,627 4,410 232 250 276 3,071 3,877 4,686 3Q25 2Q26 3Q26 (630) 159 362 39 45 46 -591 204 408 3Q25 2Q26 3Q26
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5 5 Stronger local production & supply chain Lead the U.S. ESS Market 2. 3Q26 Review Leveraging prismatic/cylindrical strengths Scaling Up LFP Business To capture future markets, Next-Gen Tech & New Applications Power Rack (Side-car) LFP * Data Centre World Asia * ProhibitedForeignEntity SBB 2.0 * Former GM J/V [North America ESS Demand] (Unit: GWh) (SDI Marketing Forecast) (Behind the Meter) (Front of the Meter) '26 '30 '35 BTM FTM 130+ 190+ 240+
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6 6 3. 4Q Market & Business Preview Small Electronic Materials EV ESS
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7 7 Items 3Q25 4Q25 1Q26 2Q26 3Q26 Revenue 3,071 3,939 3,657 3,877 4,686 Gross Profit 188 890 665 1,045 1,371 (%) 6.1% 22.6% 18.2% 27.0% 29.3% Operating Income -591 -299 -156 204 408 (%) -19.3% -7.6% -4.3% 5.3% 8.7% Non-operating Income 162 63 112 275 -146 Equity Income in Affiliates 229 351 115 402 -36 Pretax Income -430 -236 -43 479 262 (%) -14.0% -6.0% -1.2% 12.4% 5.6% Net Income 6 -208 56 472 342 (%) 0.2% -5.3% 1.5% 12.2% 7.3% Net Income Attributable to Owners of the Parent 48 -324 -28 342 295 (%) 1.6% -8.2% -0.8% 8.8% 6.3% (Unit: Bn KRW) 4. Appendix
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8 8 Items 3Q25 FY25 1Q26 2Q26 3Q26 Total Assets 42,175 42,255 44,506 47,622 41,507 Current Assets 9,894 8,740 8,996 9,701 11,224 Cash and Cash Equivalents 2,149 1,804 1,738 1,506 2,357 Accounts Receivables and Others 3,894 3,079 3,126 3,743 3,378 Inventories 2,669 2,936 3,330 3,676 3,745 Non-Current Assets 32,281 33,515 35,511 37,921 30,283 Investments 10,936 11,427 12,203 14,105 8,473 PP&E, Intangibles 19,240 19,825 20,592 20,842 19,072 Total Liabilities 18,702 18,685 19,596 20,786 16,582 Current Liabilities 9,519 9,795 10,305 12,650 9,373 Non-Current Liabilities 9,183 8,890 9,291 8,136 7,208 Total Equity 23,473 23,570 24,910 26,836 24,925 Paid-in Capital 416 416 416 416 416 (Unit: Bn KRW) 4. Appendix