The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Hyun-Soo Kim - Hana Securities - Analyst
: (spoken in foreign language)
In your presentation, you outlined the market conditions and key strategies for the second quarter. Could you provide a more detailed performance
also for each business segment?
Question: Sang Uk Kim - UBS Securities - Analyst
: (spoken in foreign language)
I have two questions. First question is that the uncertainty surrounding the cash policies of the Trump administration continues, what is the impact
on the company? And how do you view the outlook moving forward?
And the second question is, at the beginning of March, Europe announced an action plan that includes a revision of the CO2 emission regulations
for EV and a policy for supporting EV, how will this action plan affect SDI's business?
Question: Chuljoong Kim - Mary Asset Securities - Analyst
: (spoken in foreign language)
I also have two questions that I would like to ask. The first question is that the sales of Stellantis, new EVs in Q1 were weaker than expected, has
there been any change in the sales outlook for Stellantis, June centers?
And the second question is this one. While competitors are scaling back CapEx in response to market demand changes, SDI appears to be taking
more aggressive approach by continuing to invest and even carrying out a capital increase. Given the historically conservative investments then,
must there been a shift in your investment approach?
Question: Minwoo Ju - NH Investment & Securities - Analyst
: (spoken in foreign language)
I also have two questions. The first question is that the capital increase plan includes investment for expansion in Hungary. So what is the rationale
for pursuing further expansion despite the current low utilization rate at the facility?
And the second question is that earlier you've mentioned plans to drive a recovery in the Small Battery segment through entry into new applications,
could you please elaborate on these plans in more detail?
Question: Juwon Yu - Dale Investment & Securities - Analyst
: (spoken in foreign language)
First question is that ESS saw significant growth last year. Do you expect this growth trend to continue this year? And what is the forecast for annual
performance this year?
And my second question is that in contrast to the underperforming factory business, the electronic materials business has maintained a stable
performance, what strategies are being pursued to further drive sales growth in this segment?
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