![\"Zacks](\"https:\/\/www.europesays.com\/korea\/wp-content\/uploads\/2026\/05\/3f9c75b0b8469391b0610620135d234c.jpeg\")
Zacks Investment Research <\/p>\nPOSCO Holdings, Inc.\u2019s PKX subsidiary POSCO Future M recently secured a major contract for artificial graphite anode material, valued at about KRW 1.0149 trillion. The agreement spans five years, from 2027 to 2032, with potential for extension. It underscores strong and sustained demand for high-performance anode materials for lithium-ion batteries in EV applications.<\/p>\n
This contract carries strong strategic significance, as artificial graphite anodes play a vital role in enhancing battery longevity, enabling faster\u00a0charging\u00a0and boosting overall performance factors that are increasingly critical in the fast-growing EV market. The agreement also fast-tracks POSCO Future M\u2019s evolution from a primarily domestic supplier into a global leader in anode materials. It further aligns with the company\u2019s broader strategy of widening its international customer footprint and diversifying supply chains amid rising geopolitical tensions.<\/p>\n
The\u00a0contract lays the groundwork for a \u201cquantum leap\u201d in the company\u2019s anode business by supporting capacity expansion and overseas investments, including its recently announced artificial graphite anode plant in Vietnam.\u00a0The company has approved an investment of about KRW 357 billion to build an artificial graphite anode plant in Vietnam.<\/p>\n
The agreement ensures clear demand visibility, which supports the Phase 1 investment. This allows the company to\u00a0proceed\u00a0with a Phase 2 expansion to meet higher volumes. The contract and capacity build-out\u00a0establish\u00a0a solid base for long-term growth and strengthen POSCO Future M\u2019s ability to capitalize on increasing global EV demand.<\/p>\n
Shares of PKX are up 7% over the past year compared with the\u00a0industry\u2019s 6% fall.<\/p>\n
Zacks Investment Research <\/p>\n
Image Source: Zacks Investment Research<\/p>\n
PKX\u00a0Zacks Rank & Key Picks <\/p>\n
PKX\u00a0currently carries a Zacks Rank of #3\u00a0(Hold).<\/p>\n
Some better-ranked stocks in the Basic Materials space are\u00a0Impala Platinum Holdings Limited\u00a0IMPUY,\u00a0Fortuna Mining Corp.\u00a0FSM\u00a0and\u00a0NEXA Resources S.A.\u00a0NEXA. IMPUY, FSM and NEXA sport a Zacks\u00a0Rank of\u00a0#1 (Strong Buy). You can see\u00a0the complete list of today\u2019s Zacks #1 Rank stocks here.<\/p>\n
The Zacks Consensus Estimate for IMPUY\u2019s current fiscal-year earnings is pegged at $2.12\u00a0per share, indicating a\u00a04,140% year-over-year increase. Shares of IMPUY have jumped\u00a0117.2% over the past\u00a0year.<\/p>\n
The Zacks Consensus Estimate for\u00a0FSM\u2019s current fiscal-year earnings is pegged at\u00a0$1.85\u00a0per share, indicating a\u00a0180.3% year-over-year increase.\u00a0Shares of\u00a0FSM\u00a0have gained\u00a058.6% over the past\u00a0year.<\/p>\n","protected":false},"excerpt":{"rendered":"POSCO Holdings, Inc.\u2019s PKX subsidiary POSCO Future M recently secured a major contract for artificial graphite anode material,…\n","protected":false},"author":2,"featured_media":942,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[380],"tags":[2575,3127,442,998],"class_list":{"0":"post-3473","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-posco","8":"tag-anode-material","9":"tag-artificial-graphite","10":"tag-posco","11":"tag-zacks-investment-research"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/3473","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/comments?post=3473"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/3473\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media\/942"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media?parent=3473"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/categories?post=3473"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/tags?post=3473"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}