Posco Holdings' Earnings Recovery Could Start in 2026 -- Market Talk

Dow Jones

2025/10/28

0135 GMT - Posco Holdings' earnings recovery could start in 2026 on its gradually improving steel spread and decreasing one-off costs related to industrial accidents at its construction affiliate, Daiwa Capital analysts Mike Oh and Daeho Son write in a note. The South Korean steelmaker's operating profit for 2026-2027 could also improve on the Seoul government's antidumping duties on cheap steel imports and global steel mills' production controls, they say. However, revenue at the holding company could decline in 4Q of 2025 partly due to maintenance work, and its construction arm Posco E&C's provisioning costs for recent safety accidents could still weigh on the consolidated margin, the analysts add. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

October 27, 2025 21:35 ET (01:35 GMT)

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