POSCO Holdings: Solid Performance And Favorable Prospects
I maintain my "Buy" rating for POSCO after analyzing its above-expectations results and positive financial outlook. PKX's 1Q2026 EBIT rose 24.3% YoY and beat the consensus by 20.3%, thanks to the outperformance of its battery materials and infrastructure units. I am predicting another substantial growth in its operating income for full-year FY2026; the key lies with the steel business' likely financial improvement driven by price hikes and asset rationalization.
POSCO Deepens India Push With JSW in Landmark Steel Plant Deal
PKX plans India expansion with JSW Steel to build 6M-ton Odisha plant, targeting high-grade steel and boosting global competitiveness by 2031.
India, South Korea aim to deepen ties amid geopolitical uncertainty. Here is what's holding them back.
India and South Korea reaffirmed plans to expand trade to $50 billion by 2030, a target first announced in 2018. Trade between India and Korea grew at a compounded annual rate of just 3% from 2018 to 2025 to reach $26.89 billion in the financial year ending March 2025.
POSCO Partners With Mobilint to Expand NPU Use in Industrial AI
PKX speeds up AI factory push as POSCO DX backs domestic NPU tech, aiming to cut GPU reliance and boost real-time, secure manufacturing efficiency.
POSCO Forms Alliance to Develop Anode-Free Battery Systems
PKX teams up on anode-free lithium metal batteries, targeting faster charging and up to 50% higher energy density in next-gen tech.
POSCO and Molten Join Forces to Develop Graphite Anode Material
PKX bets on methane-based graphite to cut costs and emissions in EV batteries, advancing its push into next-gen anode materials.
POSCO Strengthens Rare Earth Supply Chain With Global Expansion
PKX builds a vertically integrated rare earth supply chain, targeting EV growth with global sourcing, refining and magnet production expansion.
POSCO Clinches KRW 1T Anode Deal, Expands Production Capacity
PKX secures a KRW 1.01T anode deal, boosting EV battery ambitions and accelerating global expansion in high-performance materials.
POSCO Future M Drives Battery Innovation Through Sila Tie-Up
PKX partners with Sila to advance silicon anode technology, aiming to boost EV battery performance and accelerate the commercialization of next-generation materials.
POSCO Expands Global Battery Materials With Vietnam Facility
PKX to build an overseas artificial graphite anode plant in Vietnam, investing KRW357B in a facility, targeting up to 55,000 tons of annual capacity by 2028.
POSCO Unit Invests in Factorial to Strengthen Solid-State Battery
PKX's POSCO Future M unit invests to deepen a solid-state battery partnership, boosting materials supply, safety and growth across emerging EV and AI uses.
POSCO Advances Automation With Yaskawa Industrial Robots Deal
PKX deepens its Yaskawa Electric alliance to roll out advanced robotics across global EV motor-core plants, boosting safety, speed and smart manufacturing.
