POSCO Holdings CEO Investor Day Unveils 29.1 Trillion Won Investment and Enhanced Shareholder Return Plan

POSCO Holdings announced its long-term Triple-Core strategy at the 2026 CEO Investor Day, focusing on industrial, strategic, and energy resources.
The plan includes overseas steel expansion, lithium production growth, LNG and renewable energy investments, with a total investment of 29.1 trillion won by 2028.
Shareholder return policy targets 35-40% of controlling interest net profit for dividends and share buybacks/cancellation over three years starting FY26, while reducing the holding company discount by optimizing listed subsidiary stakes to 50% by end of 2027.
Financial targets for 2028: consolidated revenue of 87.9 trillion won, operating profit of 6.7 trillion won, and PBR above 1.0x.
[AI Summary]POSCO Holdings' long-term strategy balances growth and shareholder value, with enhanced buybacks and dividends. While large investments pose financial risks, the plan mitigates them through subsidiary stake monetization.