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HYUNDAI
2023CEOINVESTORDAY
ProgressforHumanity
HYUNDAI
2023CEOINVESTORDAY
FutureMobility
HYUNDAI
2023CEOINVESTORDAY
HIGH
LUXURY
PERFORMANCE
2023
CEOINVESTORDAY
010203
一一一
FinancialElectrificationMid-toLong-term
StrategyStrategyFutureBusinessStrategy
6
2023
CEOINVESTORDAY
HYUnDHI
KeyFinancialStatusGHYUnDRI
2023CEOINVESTORDAY
ExpandShareholderreturnsthroughincreaseddividendderivedfromstabilizedprofitsandcontinuous
investmentstoenhancebusinesscompetitiveness
1)Withoutwarrantycost2.1trillionKRW
2Withoutwarrantycost1.36trillionKRW
8
HYUNOAI
ShareholderReturnPolicy2023CEOINVESTORDAY
Enhanceshareholdervaluebyannouncingthree-yearshareholderreturnpolicies,
includingtransparentdividendpolicyandimplementationofquarterlydividend&treasurystockcancellation
DividendPolicyCancellationofTreasuryStock
■Quarterlydividend
BeforeAfterstock*peryearforthenext
threeyears
Semiannua
Toenhanceshareholdervalueandstrengthentrust
(Interim,year-end)Quarterly
throughproactivepolicy
Outstandingtreasurystock(basedoncommonshares)asof
?Payoutratio25%oraboveMarch2023is4.1%
basedonannualconsolidatedcontrollinginterests
Toprovidevisibilityandstabilityofdividendoutlook
Before
30~50%of
ex-financeFCF
9
Mid-toLong-termInvestmentPlanHYUNDAI
2023CEOINVESTORDAY
InvestKRW35.8trillioninelectrificationoutoftheKRW109trilliontotal10-yearplan
InvestmentforElectrification
35.8_________
NewEVfactoryconstruction,BatteryJV,
Strategicinvestments(e.g.securingrawmaterials)
R&Dexpenses,Infrastructures
(e.g.chargingstations)
2018?202210-yearInvestmentPlan
Unit:KRWTrillion
10
Mid-toLong-termCapitalManagementHYUNDAI
2023CEOINVESTORDAY
Promoteefficientmanagementofcapital,balancingbetweeninvestmentandshareholderreturnwith3phases
Phase01Phase02Phas?03
2023?20252026?20302031?
■FurtherenhanceICEprofitability■FurtherenhanceICEprofitability■FurtherenhanceICE
AchieveEVBEPEnhanceEVprofitabilityprofitability
GenerateS/WprofitsEVprofitexceedICE
ProfitEnhanceS/Wprofitability
■FutureBizBEP
FWireBiz
9UW
?EV
ICE
47%43%10%43%37%20%38%31%31%
InvestmentICEICEEVICEEV
PayoutRatio
25%+
Shareholder
Return
11
2023
CEOINVESTORDAY
HYUNDAIMOTORWAY
MODULAR
ARCHITECTURE
HYUnDHI
IntegratedModularArchitecture(IMA)HYUNDAI
2023CEOINVESTORDAY
Costsavingsthroughthedevelopmentandlaunchofmodulararchitecture
Platform-orientedModulararchitecture
developmentdevelopment
DevelopmentDevelopingvehiclesbasedon23pre-developedDevelopingvehiclesbasedon86pre-developedcommon
methodplatformpartsforeachsegmentmodularsystemsregardlessofsegmentandplatform
CostreductionCostreductionbycreatingacommonareawithinExpansionofcostreductioneffectbysharingmodular
effectsthesameplatformsystemsbetweenplatformsregardlessofsegment
(Targetingcostreductionof20%+a,assumingbasedonasamemodel)
Next-generationEV-dedicatedplatformdevelopedby
EV-dedicatedE-GMP
PlatforminheritingE-GMP
.021,2021p20212022p2023
「2024613models
IKia
IONIQ5KiaGV60''IONIQ6IONIQ7models(2025-2030,PassengerEVonly)
14
2ndgenerationEV-dedicatedPlatformHYUnOAl
2023CEOINVESTORDAY
Maximizemodulararchitectureefficiencythroughtheintroductionofa2ndgenerationEV-dedicatedplatform
E-GMP(1tgeneration)2ndgenerationEV-dedicatedplatform
,FocusingmostlywithMid-sizeSUVlineup■ExpandingtoSmall-ExtraLargesize,Pick-uptruck,Genesis
?[Battery]DiversifyingBatterysolution(AddingLFPbatteryoption,
anddevelopingtechnologyconsideringdiversificationofformfactor)
?[Battery]Lithium-ionbattery
-IncreaseinAERthroughimprovedcellenergydensity
?[Motor]High-efficiencymotorsystem-Expansionofbatterycapacity&Applicationofcharging/dischargingtechnologyusing
powerbank
?[Motor]Highefficiency/highpowermotorsystem
?[Collision]Highestcollisionsafety
?[Collision]Highestcollisionsafetyperformanceinallregions
performanceinallregions(IIHS,EURONCAP,K-NCAP)
?[Fire]Pre-diagnosisofabnormalbatterysigns?[Fire]Albasedreal-timediagnosisforbatterysafety
(delayingthermalrunaway)(+blockingthermalrunaway)
?Applicationofself-developedOS■ServiceexpansionthroughopenOSapplication
?Autonomousdriving/parking(LV3,RSPA2)■Advancedautonomousdriving/parking(LV3+,RSPA3)
,Increasedspaceandconveniencethrough■Improvementofcustomerexperiencethroughmaximizinginterior
EV-dedicatedplatformspaceandconvenience
?Flatfloor,slimcockpit,2ndrowswivelseat?Flatfloor,1"/2rowswivelseat,pop-updisplay
15
PRODUCTION
HYUnDHI
HYUNDAI
2023CEOINVESTORDAY
ReductionofinvestmentinproductionfacilitiesthroughICE-EVmixed-modelproductionlines,
whilesecuringprofitabilityandrespondingtomarketdemandthroughICEparallelproduction
Mixed-modelproductionlinesDedicatedPlant
[IONIQ5/IONIQ61]][HMGMA]
PeriodofsecuringShutdown20-30days
Within2years
productionfacilitiesUsingsummerbreakandweekends/publicholidays
InvestmentcostApprox.KRW50-100billionApprox.KRW2trillion
Max150thousandunitseach2)
Securedproduction300thousandunits
ProductionefficiencyICEparallelproductiononthesamelineApplicationofnewtech/processof
HMGICs(75%ormore)
Secureprofitabilityand,Higherlogisticsautomationrate(30%orhigher,
comparedtoHMMA)
Respondtomarketdemand,Assemblyautomationrate(150%orhigher)
■Expandthenumberofmodelsonproductionline
(40%ormore)
IONIQ5-Ulsanplant/IONIQ6-Asanplant■Shortentheperiodfornewvehicles(40%ormore)
2)basedon1assemblyline■Propelcarbonneutral
17
TransitiontoEVproductionHYUnDAI
2023CEOINVESTORDAY
IncreasetheportionofEVproductionefficientlythroughtransitiontoEVlinesand
additionofnewdedicatedEVplantsbyregion
GlobalEVproductionportion
*MajorMarket(Korea,US,Europe)48%
18
TransitiontoEVproductionHYUnDAI
2023CEOINVESTORDAY
IncreasetheportionofEVproductionefficientlythroughtransitiontoEVlinesand
additionofnewdedicatedEVplantsbyregion
Korea
EVProduction
202320262030
14%
20232026
Others
EVProduction0.7%
202320262030
202320262030
19
EVSalesPlanHYUnDAI
2023CEOINVESTORDAY
FlexibilitytoadjustsalesvolumebytransitionofEVproductionaccordingtomarketdemandbyregion
Korea
US
Europe
Others
()EVSalesPortion
(thousandunits)
240
590(37%)
150
260(21%)
60
100940660
1^3%)230(53%)
330(21%)510
(8%)(71%)
300
(45%)
(8%)
202320262030
*MajorMarket(Korea,US,Europe)53%
20
SecuringEVProfitabilityHYUnDAI
2023CEOINVESTORDAY
Achieve2030EVprofitabilitytargetof10%+afor2030throughintegratedmodulararchitecture
andcostreductioneffortsintheproductionstage
2030EVProfitability10%+a
Ae
Costreductionbased
factoryoperationContinuouscostreduction
throughproductionphase
strategy
21
2023
CEOINVESTORDAY
HYUnDHI
Battery■DevelopmentCapabilitiesHYUnDAI
2023CEOINVESTORDAY
Enhancebatterytechnologycapabilitiesthroughspecializedinternaldevelopmentorganizations,
coupledwithexpansionofexternalcooperationtofurthersecurespecializedtechnologyandtalentpool
SpecializedBatteryDevelopmentOrganizations
BatteryEngineeringDesign/SafetyReliabilityand
STRENGTHEN
PerformanceTechnology/AdvancedBatteryDevelopment
INTERNAL
CAPABILITIES
InvestmentExpansion
InvestKRW9.5trillioninbatterydevelopmentand
operationsby2032
23
Battery■DevelopmentCapabilitiesHYUnDAI
2023CEOINVESTORDAY
Enhancebatterytechnologycapabilitiesthroughspecializedinternaldevelopmentorganizations,
coupledwithexpansionofexternalcooperationtofurthersecurespecializedtechnologyandtalentpool
Batterymanufacturer/Startups
BatteryManufacturers:SKon,LGES,etc.
Startups:SolidPower(2018)5SES(2021)
EXPAND
EXTERNAL
COOPERATIONUniversity/ResearchCenter
HMG-SNUJointBatteryResearchCenter
(JBRC,Nov.2021)
JointresearchofBatteryManagementSystem(BMS),
lithiummetalbattery,solid-statebatteryandmanufacturingengineering
BuilddedicatedresearchfacilityinSNU(WillbeopenedinJuly2023)
HYUnOHI
MOTORGROUP
24
Battery-ValueChainHYUnDAI
2023CEOINVESTORDAY
RawIntermediateEngineering鬻*
MaterialsMaterialsDesignProduction
Partnership&CooperationContinuousPartnershipEstablishmentof
forKeyMaterials(e.g.BatteryJV)&Recyclingprocess
Utilization/EnhancementofcenteredonOEM
InternalCapabilities
VVV
Establishawholerangeofbatteryvaluechain
withinternalcapabilitiesandexternalcooperation
25
Battery-StableProcurementofRawMaterials加亞
2023CEOINVESTORDAY
Establishvaluechainfromrawmaterialstobatteryrecyclingwithpartnershipofkeymaterialsforelectrification
Li
Nl4?
Nl
：V\V
nclujing^reandrefinement)IntermediateMaterialsBatteryRecycling
Pursuepurchasecontractsoflithium
tosupplytobatteryJVinlndonesia(HLIGreenPower)
Establishpartnershipsandcontinuetodiscusswith
domestic/foreignorganizationsandgovernments
focusingonkeymaterialsforelectrification
includinglithiumandnickel
26
Battery-StableProcurementofRawMaterialsHYUnDAI
2023CEOINVESTORDAY
Establishvaluechainfromrawmaterialstobatteryrecyclingwithpartnershipofkeymaterialsforelectrification
RawMaterials
(IncludingmineandIntermediateBatteryRecycling
refinement)Materials
Establishrecyclingprocessbycooperatingwith
affiliatesandexternalpartiescenteredonOEM
BatteryRecoveryBatteryDiagnosis
Recyclingprocessof
rawmaterialsResource
frombatterycirculation
BatteryManufacturingRecycling
(extractingrawmaterials)
27
Battery-DesignCapabilityHYUnDAI
2023CEOINVESTORDAY
UtilizeandenhanceownbatteryengineeringdesigncapabilitiessuchasadoptingbatterydesignedbyHMC,
andjointlydevelopingLFPbattery
Design_
capabilty
BatteryDesignbyHMC
28
Battery-DesignCapabilityHYUnDAI
2023CEOINVESTORDAY
UtilizeandenhanceownbatteryengineeringdesigncapabilitiessuchasadoptingbatterydesignedbyHMC,
andjointlydevelopingLFPbattery
Jointdevelopmentof
Zpbattery
JointlydevelopApplythebatterytoentry
Cell&Systemformodelsandmodelsfor
Around
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