HD Hyundai Heavy Industries (329180) Investor Presentation summary

Company structure and business overview

• Operates a diversified portfolio including shipbuilding, offshore plants, engines, chemicals, and energy solutions.

• Major subsidiaries span electric, oil, chemical, engine, robotics, and shipbuilding sectors.

• Listed on KOSPI with over 88 million shares outstanding as of September 2024.

• Headquarters in Ulsan, Korea, with global operations and leadership in eco-friendly technologies.

Business status and market position

• Order backlog reached $60.3bn, driven by environmental regulations and replacement demand.

• Holds 29.4% global market share in shipbuilding and leads in eco-friendly ship deliveries.

• Revenue and operating profit margin improved across all divisions, with consolidated revenue at 12.0tn KRW in 2023.

• ROE and PBR indicators show positive trends, supporting stable long-term growth.

Value-up targets and financial goals

• Targets a 30%+ dividend payout ratio and sustainable shareholder return policies.

• Aims for 19tn KRW consolidated revenue and 15%+ ROE by 2027.

• Key governance compliance rate targeted to rise from 73% in 2023 to 93% in 2027.