#지주회사 밸류업 Analysis Reports
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SK Inc. is the holding company of SK Group, with subsidiaries including SK hynix, SK Telecom, SK Innovation, and SK Square. Its closing price on 2026-08-06 was KRW 509,000 (a market cap of approximately KRW 36.9039 trillion based on 72,502,703 shares outstanding). Consolidated 2025 results showed revenue of KRW 122.7033 trillion, operating profit of KRW 1.8185 trillion, and net income of KRW 1.5975 trillion, turning profitable after two consecutive years of losses in 2023-2024. On 2026-03-10, the board resolved to retire treasury shares equivalent to approximately 20.3% of total shares outstanding (planned retirement value of approximately KRW 4.8343 trillion, scheduled retirement date 2027-01-04); the largest shareholder, Chairman Chey Tae-won, held a 25.66% stake (30.66% including special related parties) as of the 2026-05-19 large shareholding report. On 2026-07-31, a contract was signed to sell a 70.61% stake in SK Siltron to Doosan for KRW 2.3 trillion.
SK Square is an investment holding company established in November 2021 through a spin-off from SK Telecom. For Q1 2026, it announced record-high quarterly results on a consolidated basis, with revenue of KRW 300.3bn, operating profit of KRW 8.2783tn (+400% YoY), and net income of KRW 8.3747tn (+419% YoY) (media report based on the 2026-05-14 disclosure, A). About 98% of the company's net asset value (NAV) of KRW 309.3tn is accounted for by its SK hynix stake (a 20.1% holding), and the largest shareholder is SK Inc. (32.14%, as of 2026-03-31). During the first half of 2026, portfolio restructuring continued through the divestment of non-core assets, including 11st's incorporation as an SK Planet subsidiary and the full sale of the ONE store stake (2026-06-29).