Luxembourg-based Aperam reported Q2 2026 Stainless & Electrical Steel segment revenue up 9% QoQ and 6.8% YoY to €1.08 billion, driven by higher selling prices, with average steel selling price rising 9.1% QoQ and 6.2% YoY to €2,400/mt. Segment shipments held stable QoQ and rose slightly YoY to 430,000mt. Adjusted segment EBITDA surged 68.6% QoQ to €59 million, reaching €86 million including a €27 million exceptional gain, while operating profit jumped to €62 million from €11 million in Q1. Group-wide, sales revenue rose 7.2% QoQ and 2.1% YoY to €1.69 billion, adjusted EBITDA grew 44.4% QoQ and 16.1% YoY to €130 million, and net profit climbed to €116 million from €3 million in Q1. CEO Sud Sivaji described Q2 as the company's strongest quarter in four years. Q3 adjusted EBITDA is expected to decline due to the seasonal summer slowdown, though EU safeguard measures and structural improvements from the Leadership Journey program should support resilience.

According to SK Innovation’s preliminary disclosure on July 31, SK On successfully turned profitable, with operating profit improving by KRW 888.2 billion from a loss of KRW 66.4 billion in the same period last year. Compared with the previous quarter, when SK On posted an operating loss of KRW 349.2 billion, operating profit surged by KRW 1.171 trillion, marking an end to its five-year loss streak.

POSCO Future M announced on July 30 that its preliminary consolidated operating profit for Q2 surged 3,351% to KRW 26.7 billion. Revenue rose 2.8% to KRW 679.5 billion, while net profit turned positive at KRW 24.7 billion.

[Solid-State Battery: LG Energy Solution Swings to Profit in Q2, Launches All-Solid-State Dry Electrode Pilot Line in H2] On July 30, 2026, LG Energy Solution announced its Q2 2026 financial results, with revenue of 7.6 trillion won and operating profit of 113.3 billion won. H1 revenue reached 14.1 trillion won, up 10.5% YoY. The company announced that it will establish a pilot line for all-solid-state batteries using dry electrode process in H2 2026 to accelerate product development and mass production preparation, but did not disclose details such as location, capacity, and commissioning time. Meanwhile, the company plans to deliver sodium-ion battery samples to clients in 2027. This move indicates that LG Energy Solution is accelerating its catch-up with top-tier players such as CATL, and the dry electrode process is seen as a key path to reducing solid-state battery costs. The industry timetable consensus remains semi-solid-state batteries in vehicles in 2026, small-batch all-solid-state battery production in 2027, and large-scale commercial use after 2030.

Samsung SDI announced on July 30 that its Q2 revenue stood at KRW 3.7688 trillion, with operating profit of KRW 203.8 billion. Revenue increased 18.5% YoY and 5.4% QoQ. The company returned to operating profit for the first time since Q3 2024. Its battery division posted revenue of KRW 3.519 trillion and operating profit of KRW 159.3 billion, supported by increased sales of batteries for uninterruptible power supply (UPS) systems and battery backup units (BBUs), high-output batteries for power tools, and EV batteries for Europe.

LG Energy Solution announced on July 30 that its consolidated operating profit for Q2 was preliminarily estimated at KRW 113.3 billion, down 77% YoY. Revenue stood at KRW 7.5602 trillion, up 24.8% YoY and 15.3% QoQ. Compared with Q1, when the company posted an operating loss of KRW 207.8 billion, LG Energy Solution returned to profitability, ending two consecutive quarters of losses that had continued since Q4 last year.