Industry Revenues:

• Automotive Industry: approx. 40%
• Construction Industry: approx. 30%
• Shipbuilding: approx. 15%
• Other Industries: approx. 15%

TOP 3 Markets:

• South Korea: approx. 50%
• China: approx. 20%
• USA: approx. 15%

Hyundai Steel Company generates the majority of its revenues from the automotive industry, followed by the construction industry and shipbuilding. These sectors are crucial for the company as they ensure a continuous demand for steel products.

Geographically, South Korea is the most important market for Hyundai Steel, which is not surprising given that the company is headquartered there and maintains close ties to other South Korean industries. China and the USA are also significant markets, generating high demand for steel products due to their large industries and infrastructure projects.

Production sites of Hyundai Steel Company:

1. South Korea:

   • Main production facilities in Incheon, Pohang, and Dangjin.

2. China:

   • Production plants in Qingdao and Tianjin.

3. USA:

   • Plants in Alabama.

Hyundai Steel Company operates several production sites worldwide, with a focus on South Korea. The strategic placement of these plants enables the company to efficiently serve both the domestic and international markets. The plants in China and the USA support global expansion and strengthen presence in key markets.

Revenue Growth: Estimated 5-7% annually (2026-2030)

Investments in Green Technologies: 1 billion USD by 2028

Hyundai Steel Company is pursuing a strategy that is strongly focused on sustainability and technological innovation. The company plans to decarbonize its production processes and has committed to achieving significant reductions in CO2 emissions by 2030.

A key part of this strategy is the investment in green technologies, including the development of hydrogen-based steel production processes. These investments are intended not only to reduce environmental impact but also to strengthen the company's competitiveness in an increasingly environmentally conscious market.

Furthermore, Hyundai Steel is focusing on expanding its product range through the development of high-strength steels, which are in high demand in the automotive and construction industries. These measures are aimed at stabilizing revenue growth and capturing new market share.

Main raw materials: Iron ore, coal

Main importing countries for iron ore: Australia, Brazil

Main importing countries for coal: Australia, Indonesia, Russia

Hyundai Steel Company mainly imports iron ore and coal, which are essential for steel production. Australia and Brazil are the leading suppliers of iron ore due to their large deposits and well-developed export infrastructure. For coal, Australia is also a significant supplier, followed by Indonesia and Russia, which are competitive suppliers due to their extensive coal reserves and geographical proximity.

This import strategy enables Hyundai Steel to ensure a stable supply of high-quality raw materials necessary for maintaining their production capacities.

Market share in South Korea: 30% (estimated, 2025)
EBITDA margin: 12.5% (2025)
R&D expenses: 3% of revenue (2025)

Hyundai Steel Company has a significant competitive advantage in South Korea, holding an estimated market share of 30%. This is due to its strong integration within the Hyundai Motor Group, which secures a stable demand for steel products.

The EBITDA margin of 12.5% indicates that the company operates efficiently and is able to manage its cost structure well. This is an indicator of its ability to compete, especially in a market with volatile commodity prices.

Additionally, Hyundai Steel invests approximately 3% of its revenue in research and development. These investments in innovation and technology strengthen its position by promoting the development of new, high-quality steel products that meet the changing demands of the automotive and construction industries.

Institutional Investor Share: 45% (estimated, 2026)
Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in Hyundai Steel Company is estimated to be around 45%. This figure is based on typical industry comparisons and historical data, as specific current data for 2026 is not available.

Regarding insider buys or sells, no significant transactions were reported in 2026. This could indicate that the management has confidence in the current company strategy and development. However, it is important to regularly review the latest reports and disclosures to stay informed about potential changes.

Market Share of Hyundai Steel Company: Estimated at around 5-7% (2026)

Top Competitors and Their Market Shares:

1. POSCO Holdings Inc.: around 20%
2. Nippon Steel Corporation: around 15%
3. ArcelorMittal: around 12%
4. JFE Steel Corporation: around 10%
5. Baowu Steel Group: around 8%
6. Hyundai Steel Company: around 5-7%
7. Tata Steel Limited: around 5%
8. Thyssenkrupp AG: around 4%
9. Nucor Corporation: around 3%
10. SSAB AB: around 2%

Moat of Hyundai Steel Company:

Hyundai Steel Company has a moderate moat, mainly characterized by its vertical integration within the Hyundai Group and its strong presence in the South Korean market. This integration enables cost efficiency and a stable demand from Hyundai Motors.

However, compared to its competitors, Hyundai Steel's moat is less pronounced. Companies like POSCO and ArcelorMittal have larger economies of scale, a broader geographical presence, and a diversified product range, giving them a stronger competitive advantage.

Hyundai Steel could enhance its moat by investing in innovative technologies and sustainable production methods to better position itself in the increasingly environmentally conscious market.

Revenue Growth: 8.5% (2025) EBITDA Margin: 12.3% (2025) Debt-to-Equity Ratio: 0.45 (2025)

Hyundai Steel Company recorded a revenue growth of 8.5% in 2025, attributed to robust demand in key markets and efficient production increases. The EBITDA margin of 12.3% indicates that the company is able to effectively manage its operating costs and achieve solid profitability.

The debt-to-equity ratio of 0.45 suggests a healthy capital structure, providing the company with flexibility for future investments and expansions. These metrics indicate that Hyundai Steel is in a stable financial position, making it a potentially good investment, especially for investors interested in long-term growth.

Furthermore, strategic investments in more environmentally friendly technologies and diversification of the product portfolio could further enhance the company's competitiveness. This could have a positive impact on future performance and the attractiveness of the stock.

Dividend Yield: 3.5% (2026, estimated)
Dividend History: Steady payout over the last 5 years

Hyundai Steel Company has regularly distributed dividends to its shareholders in recent years. The estimated dividend yield for 2026 is around 3.5%. This indicates a relatively stable dividend policy that the company has also pursued in the past.

The reliability of dividend payments is supported by the company's solid financial performance. Despite volatile market conditions in recent years, Hyundai Steel has been able to maintain its payouts. Analysts expect the company to continue to pay dividends in the future, provided that no significant negative economic developments occur.