SK Square (402340) Q2 2026 earnings summary

Executive summary

• Operates as an investment holding company with major subsidiaries in semiconductors, mobility, platforms, and e-commerce.

• Key subsidiaries include SK hynix (semiconductors), 11번가 (e-commerce), SK 플래닛 (platform), and 티맵 모빌리티 (mobility).

• Maintains a diversified portfolio with a focus on AI, data, and digital transformation across business units.

Financial highlights

• 2026 H1 consolidated revenue: 628,898 million KRW, down from 701,640 million KRW in H1 2025.

• 2026 H1 consolidated net income attributable to owners: 27,055,747 million KRW, up from 3,056,232 million KRW in H1 2025, driven by equity method gains.

• 2026 H1 basic EPS: 205,323 KRW, up from 23,069 KRW in H1 2025.

• 2026 H1 consolidated assets: 58,651,006 million KRW; equity: 55,011,765 million KRW; liabilities: 3,639,241 million KRW.

• 2026 H1 operating profit: 27,513,723 million KRW, up from 3,054,263 million KRW in H1 2025.

Outlook and guidance

• Plans to continue portfolio optimization and focus on AI/data-driven business models.

• 2026–2028 shareholder return policy: at least 30% of recurring dividend income to be returned via share buybacks and/or cash dividends.

• 2026 shareholder return plan: 1,100 billion KRW in share buybacks (400 billion in 2026, 700 billion in 2027) and 2,000 billion KRW in cash dividends.