Key Takeaways The merger and expanded focus on battery and energy solutions strengthen SK Innovation's growth prospects through technological differentiation and global electrification trends. Strategic U.S. and European investments, alongside asset optimization, enhance revenue growth, reduce financial risk, and position the company for higher profitability.Read more
Key Takeaways Structural decline in refining and petrochemical markets and regulatory burdens threaten SK Innovation's legacy businesses, putting long-term pressure on profitability and asset value. High capital demands, weak battery segment performance, and strong competition constrain growth, raise leverage, and increase risks to future earnings and shareholder returns.Read more
Key Takeaways Vertical integration of battery and fluid technologies, strategic oil expansion, and advanced grid storage position SK Innovation for market share gains and above-peer margins. Bold financial restructuring and innovation pipeline enable outsized future earnings, recurring high-value revenue streams, and strengthened competitiveness across emerging technology sectors.Read more
SK Innovation Co., Ltd., together with its subsidiaries, engages in the production and sale of petroleum products, lubricants, and base oil in South Korea and internationally. It is also involved in the manufacture and sale of chemical products and lithium batteries; operation of gas station and sports club; sale of asphalt; information and communication, and transportation business; and investment activities. In addition, it provides energy services, recycled materials, petrochemical products, and information and electronic materials solutions; and engages in green circulation of resources, as well as insurance, management advisory, and manufactures separators for secondary batteries. The company was formerly known as SK Energy Co., Ltd. and changed its name to SK Innovation Co., Ltd. in January 2011. SK Innovation Co., Ltd. was founded in 1962 and is headquartered in Seoul, South Korea.