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[Disclosure] SK square (402340) – Corporate Value-up Plan (Voluntary Disclosure)(2025) / 2025-11-24

Posted on November 24, 2025July 31, 2026 By K-STOCK Editor

Fact Source: Financial Supervisory Service DART

💡 3-Second Summary

SK square disclosed its ‘2025 Corporate Value-up Plan,’ outlining mid-to-long-term goals including reducing its NAV discount rate to 30% or lower and achieving a PBR of 1.0x or higher by 2028, alongside short-term capital return plans to purchase KRW 100B of treasury shares and retire 450,000 existing treasury shares.

📊 [Key Disclosure Details & Financial Summary]

  • Plan Overview
    • Name of Plan: 2025 SK square Corporate Value-up Plan
    • Board Report Date (Decision Date): November 21, 2025
  • Core Review & Execution Status
    • Target Progress Review: NAV Discount Rate, ROE, PBR
    • Execution Status: Board-centered value-up implementation, continuous shareholder returns under capital allocation principles, portfolio value-up
  • 2025 Corporate Value-up Target Setting (Changes vs. 2024 Plan)
    • NAV Discount Rate: Reduced to 30% or lower by 2028 (Strengthened from the 2024 target of 50% or lower)
    • ROE: Realizing ROE exceeding Cost of Equity (COE) continuously from 2026 to 2028 (Period adjusted from 2025–2027 to 2026–2028)
    • PBR: Maintaining PBR of 1.0x or higher through 2028 (Target period extended from 2027 to 2028)
  • Additional Action Plans
    • Shareholder Returns: Additional KRW 100B treasury share buyback in November 2025 and retirement of 450,000 previously held treasury shares
    • Governance Enhancement: Appointment of additional outside directors to strengthen board expertise and independence
  • Other Key Notes
    • The filing includes forward-looking plans and targets, which are subject to change depending on market conditions and business environments

📝 Editor’s Comment (Key Follow-up Checkpoint)

📌 Verifying Capital Return Execution and Mid-to-Long-Term Target Progress

This voluntary disclosure outlines strengthened mid-to-long-term metrics (such as lowering the NAV discount rate to below 30%) as part of the Corporate Value-up initiative, alongside immediate action plans to purchase KRW 100B in treasury shares and retire 450,000 shares. Verifying whether the share buyback and cancellation proceed as scheduled and tracking progress toward NAV discount and ROE goals are essential for evaluating corporate value enhancement. Follow-up progress and updates can be confirmed in subsequent disclosures, related official filings, and periodic reports (annual, half-year, and quarterly reports).

📢 Disclaimer & Source Notice

Source: This content was newly structured and generated based on official submission data from the Financial Supervisory Service’s DART system.

Investment Risk Warning: This content is provided solely for informational and language reference purposes. Under no circumstances does it constitute financial advice or a recommendation to buy or sell any security. All investment decisions and financial responsibilities rest entirely with the individual investor.

Contact: For compliance inquiries or copyright-related issues, please contact ksb220805@gmail.com.

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