1. What’s Doosan Enerbility’s Overseas IR About?

Doosan Enerbility will hold an IR for overseas investors on September 23rd. The company will present its overview, business performance, future business strategies, and hold a Q&A session. This IR presents a crucial opportunity to showcase the company’s growth potential and build investor confidence.

2. A Deep Dive into Corporate Fundamentals

2.1 Core Business Segments: Doosan Enerbility balances stable growth in traditional businesses like nuclear power and gas turbines with investments in new businesses like hydrogen fuel cells. The recent nuclear power plant contract and successful commercial operation of gas turbines are positive signals. However, the decline in operating profit of the Doosan Bobcat segment warrants attention.

2.2 Financial Health: While the debt ratio remains stable, the decline in consolidated net profit might raise concerns among investors. The planned investment of KRW 2.5 trillion over the next three years is interpreted as a strategic move to secure future growth engines.

2.3 Market Expectations: The market expects a clear picture of the company’s growth strategy and future vision from this IR. Specifically, clarifying the decline in net profit and presenting concrete plans for new business investments will be crucial.

3. What Impact Will the IR Have?

3.1 Positive Impact: The IR allows Doosan Enerbility to actively communicate its vision and growth potential to overseas investors. Emphasizing its competitiveness in the eco-friendly energy sector could attract investment and boost corporate value.

3.2 Negative Impact: If the IR results fall short of market expectations, it could lead to a decline in stock prices and investor sentiment. Fluctuations in exchange rates and raw material prices are also risk factors.

4. Action Plan for Investors

Doosan Enerbility’s overseas IR is considered a positive event from an investment perspective. However, given the recent decline in net profit and market uncertainties, it’s advisable to monitor the IR results and subsequent market reactions before making investment decisions. If the IR provides clear guidelines on the business outlook, active investment can be considered.