Page 11 - investor presentation
P. 11
Growth Trajectory
SK has invested more than U$11bn into high growth sectors and regions since 2015, leading to a significant increase in market
capitalization from $69bn in 2015 up to $180bn in 2021
Major Investments in New Growth Areas since 2015 (U$ bn) SK Group Market Cap*
Korea China Asia US Europe
Major Investments Areas ~‘15 ‘16 ‘17 ‘18 ‘19 ‘20 ‘21 Total
Airgas Siltron Hanyu Kumho PR 2.3x $ 180 bn
Semiconductor Materials Materials Trichem JV Showa JV Chemcial DuPont CSS YPTX 2.0
SK’s Solid Energy
New Growth EV Battery Materials Wason KCFT Signet EV 1.7
Business Yposkesi New Growth Business
Related CMO BMS Ireland AMPAC CBM 1.0 · EV Battery and materials
LVIS Standigm Visible Hummingbird · Semiconductor materials
Bio/Pharma GenEdit Harbour Bio Patient 0.3
ProteoVant
70% · Bio and CMO
AI/IT Solutions Face++ Horizon BST Innoviz BYD BigPay 0.4 · Green
Robotics Innoscience Soterea
Socar Malay Grab
Mobility SOCAR Otonomo PUMP 0.4
Turo $ 69 bn
US G&P Eureka Brazos Blue Racer 0.5
Logistics · Services
High Growth Logistics Infra ESR JD Logistics Chindata 0.5
Sector & Korea Freeze 47% Telecom
Region Agri / Alternative Foods Joyvio Perfect Day Meatless Farm 0.1
Energy · Chemicals
Hydrogen / New Energy China Gas Sunrun JV Plugpower 1.9
Monolith
Green Tech Kinestral 0.3
TBM ‘15 ‘21
SE Asia (Vietnam) Masan Vingroup Immex- Pharmacity 2.2
pharm
CrownX
* Aggregated market capitalization of SK Group affiliates that are publicly listed
Total investment by year 0.5 0.4 1.2 1.8 3.2 1.0 3.2 11.3 (USD:KRW = 1,100)
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