슬라이드 0

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2 Q3 13 Results change 사업부별매출비중 단위 : 억원 Q Q Q Y-o-Y Q-o-Q 매출액 5,323 6,173 5, % -13.8% 매출원가 4,272 5,013 4, % -15% 매출총이익 1,051 1,160 1, % -9.4% 판관비 % -0.6% 영업이익 % -19.7% 세전이익 % 113.0% 순이익 % 102.6% 전력기기 T&D 자동화 교통SOC LS메탈 기타 12% 8% 16% 19% 8% 8% 4% 4% 1% 14% 13% 14% 25% 29% 31% 30% 27% 27% 4,587 6,039 4,268 5,738 4,482 6,018 3,865 5,292 4,526 6,173 3,919 5, Q3 13 Q2 12 Q Q 12 3Q 12 4Q 13 1Q 13 2Q 13 3Q 매출 [ 별도 ] 매출 [ 연결 ] 1 / Q 12 3Q 12 4Q 13 1Q 13 2Q 13 3Q 영업이익 [ 별도 ] 영업이익 [ 연결 ]

재무상태표 단위 : 억원 13 년 3 분기 2012 년말 2011 년말전년말대비 자산 21,104 20,203 17,694 901 4.5% 유동자산 12,522 11,570 9,209 953 8.2% 141% Liabilities/Equity 137% 현금및현금성자산 2,338 1,761 1,250 577 32.

3 재무상태표 단위 : 억원 13 년 3 분기 2012 년말 2011 년말전년말대비 자산 21,104 20,203 17, % 유동자산 12,522 11,570 9, % 141% Liabilities/Equity 137% 현금및현금성자산 2,338 1,761 1, % 비유동자산 8,581 8,634 8,485 (52) -0.6% Net Debt/Equity 부채 12,183 11,828 9, % 유동부채 5,647 6,042 5,140 (395) -6.5% 비유동부채 6,536 5,786 4, % 자본 8,921 8,375 7, % 55% ROE 49% 부채비율 136.6% 141.2% 127.9% -4.6%p -3.3% 순차입금 4,400 4,628 4,182 (227) -4.9% 11.6% 12.3% End of 12 End of 13 Q3 2 / 6

4 전력기기 Q3 Results & Market Outlook 매출 ( 억원 ) 1, % 1, % 35 % 해외국내 1, % 국내건설 / 산업경기침체및신흥국시장환경개선지연중이나, 국내시장의높은점유율을 바탕으로, 안정적매출세는지속됨 일부수출제품에대한선별적판가인상으로전년동기대비수익성소폭개선됨 [ 국내 ] - 한전등관수물량감소영향을민수매출확대로상쇄시키며전년동기대비 6% 매출신장달성 [ 해외 ] - 중동주택시장위축, 아프리카 MENA 지역정정불안영향으로매출확대지연되며성장세둔화 4 분기사업전망 64 % 62 % 63 % - 국내경기침체지속에도대형 PJT 수주및유통채널강화를통해안정적매출달성예상됨 - 선진국중심의점진적경기회복예상되며, 해외대형업체들과의전략적협력관계구축강화 65 % -T&D 부문의이라크사업을바탕으로중동지역시장진출확대모색 ( 이라크, 사우디 ) - 스마트미터해외 PJT 추진 ( 폴란드, 우즈벡등 ) 13 Q3 13 Q2 12 Q3 지역별수출현황 (13 년누계 ) 제품별매출현황 ( 억원, 13 년누계 ) 기타, 16.5% 중남미, 6.3% 동남아, 30.7% 3,025 유럽 10.9% 784 CIS, 11.4% 중동, 24.1% 저압고압개폐계량계전기타 3 / 6

5 T & D( 전력시스템 ) Q3 Results & Market Outlook 매출 ( 억원 ) 태양광사업포함 1, % 50 % 해외국내 1,802 1, % 53 % 46 % 47 % 13 Q3 13 Q2 12 Q3 국내 T&D 시장개선지연에따라전년동기대비매출 26% 감소 대형거래선의일부예정수주물량발주감소및 PJT 지연영향으로국내시장침체지속 국내건설경기부진으로인한국내건설사유동성 risk 확대로선별적수주를진행함 [ 국내 ] -Local 수출물량매출이월및대형 PJT 지연영향에따른매출감소 [ 해외 ] - 일본태양광시장호조세지속되며, 견조한매출달성 - 이라크 PJT 의일시적매출공백발생으로전년동기대비매출감소 4 분기사업전망 - 계절적성수기진입및 3 분기이월물량매출인식으로매출회복예상됨 - 일본태양광신규거래선확보및매출개시로인하여연간목표매출액달성예상 - 이라크사업내재화를통해중동및신흥국가에서의사업경쟁력강화 - 국내건설사 Local 수출물량 ( 미얀마, 이라크, 태국등 ) 및 IT PJT 수주추진 태양광사업매출추이 ( 억원 ) 제품별매출현황 ( 억원, 13 년누계 ) 1,800 1,600 1,400 1,200 1, Module PV-Inv Other , ' 2012' 2013'(est) 1, 배전반초고압 GIS 변압기스카다초고압 TR 4 / 6

6 자동화 Q3 Results & Market Outlook 매출 ( 억원 ) % 30 % 해외 785 국내 % 경기침체로인한투자부진으로관련시장저성장기조지속중 국내고효율인버터등 Energy Saving시장확대로매출부진상쇄 [ 국내 ] PLC 시장침체및수처리PJT 발주감소영향으로관련매출감소하였으나, 고효율인버터 / 패널시장확대영향으로매출부진상쇄함 [ 해외 ] 이란제재, 동남아환율평가절하로인한수요감소영향을전년대비매출감소 74 % 70 % 72 % 13 Q3 13 Q2 12 Q3 4 분기사업전망 - 국내경기회복지연으로시장침체지속예상되나, 만성적전력난으로인한고효율인버터시장확대예상되는만큼, 당사제품경쟁력확보에집중 - ESCO 사업추가수주를통한사업레퍼런스강화를통해에너지절감시장창출 국내인버터설치비율 (%) 제품별매출현황 ( 억원, 13 년누계 ) 25% Source: Industry Data 20% % 1,042 10% 5% % Korea Japan Europe US INV PLC 시스템기타 5 / 6

7 교통 SOC Q3 Results & Market Outlook 매출 ( 억원 ) 241 해외 국내 호남선KTX, 방글라데시PJT 매출지속으로전년동기대비 169% 신장 호남선예정매출물량중일부이월발생으로예상매출미달하였으며, 해당물량효과로인하여 분기큰폭의매출신장예상 22 % 44 % 30 % 86 PJT 연간계획 실적 진척율 KTX 호남선 % 방글라데시 % 78 % 7056 %% 100 % 13 Q3 13 Q2 12 Q3 4 분기사업전망 - 호남선, 방글라데시프로젝트의연간목표매출달성가능예상 - 국내및해외철도시장개척및사업참여확대추진 국내 : 수서 - 평택고속철도, 인천국제공항등해외 : 싱가폴 / 태국 / 우즈벡 / 방글라데시 / 인도네시아에서전철화, 신호제어사업수주추진 전사수주잔현황 ( 억원 ) 사업부문구분 12'Q3 12' Q4 13' Q3 T & D Trans SOC Other Total 국내 3,119 2,696 3,078 해외 3,005 2,884 2,961 국내 3,346 3,285 3,043 해외 ,061 1,573 1,875 10,976 10,810 11,220 6 / 6

8 Business Introduction 3 / 5

Business portfolio Leading Electric Power, Automation & Green

Distribution) Power Plant Primary Transmission Primary

distribution system equipment like gas insulated switchgear

Insulated Switchgear (GIS) - Transformer - Remote Monitoring

Switchgears - Railway System Sub-Transmission

and medium voltage Electric equipment for electricity users

9 Business portfolio Leading Electric Power, Automation & Green Business Total Solution Provider T&D (Transmission & Distribution) Power Plant Primary Transmission Primary Substation Ultra-high voltage power transmission & distribution system equipment like gas insulated switchgear (GIS) and gas circuit breakers (GCB) <Main Product> - Gas Insulated Switchgear (GIS) - Transformer - Remote Monitoring & Diagnosis Equipment - Power Distribution Panels & Switchgears - Railway System Sub-Transmission Factory/Building/Household Factory Home Substation Top low and medium voltage Electric equipment for electricity users <Main Products> - Vacuum Circuit Breaker - Air Circuit Breaker - Molded Case Circuit Breaker (MCCB) - Contactors # 1 / 6

10 Business portfolio Automation & Drive Factory / Building IT Industry Manufacturing Industry Indutrial Infrastructure Automation systems, which integrate core hardware and software technologies as well as technological services, provide optimum total solutions in a wide range of industrial workplaces <Main Product> - Inverter (Motor Drive) - PLC (Programmable Logic Controller) - HMI (Human Machine Interface) - Automation System (Distributed Control System) - Power Semiconductor Smart Grid Photovoltaic System Industrial IT HVDC System Green Car Solution # 2 / 6

11 Products portfolio Electric Equipment Electric Equipment Low voltage - Air Circuit Breakers(ACB) - Molded Case Circuit Breakers (MCCB) - Miniature Circuit Breakers (MCB) - Magnetic Contactors (MC) - Electronic Motor Protection Relay(EMPR) High Voltage - Ring Main Unit(RMU), Load Break Switch(LBS) - Vacuum Circuit Breakers (VCB) - Vacuum Interrupter(VI) - Power Fuses Measurement / Relay - Smart Meter, Electronic Watt-Hour Meter - Digital Protection Relay & Meter RMU, LBS VCB ACB MCCB MCB MC & TOR MMS 12/17.5/24kV 630A 21kA (3s) IEC ~200 AC 7.2~40.5kV Up to 4,000A Up to 50kA IEC AC 690V Up to 6,300A Up to 150kA IEC AC 690V Up to 1600A Up to 150kA IEC AC 400V Up to 125A Up to 10kA IEC AC 690V Up to 800A UL 508 IEC AC 690V Up to 100A Up to 100kA UL 508 IEC /4 # 3 / 6

12 Products portfolio T & D Transmission & Distribution Ultra High Voltage Equipment - Gas Insulated Switchgear - Gas Circuit Breaker Transformer - Mold Transformer - Cast Resin Transformer - Oil Immersed Transformer Power Distribution Panel - Gas Insulated Switchgear - Air Insulated Switchgear - Motor Control Center Diagnostic Equipment - Diagnosis & Overhaul, - Power Monitoring System, Rationalization - Power Quality Monitoring Solution Busway - Susol Busway, GH-P Type Gas Insulated Switchgear Transformer Switchgear/Busway 362kV Up to 8,000A Up to 63kA 245kV Up to 4,000A Up to 50kA 72.5~170kV Up to 4,000A Up to 50kA 72~550kV Up to 800MVA IEC / ANSI(IEEE) C57 3.3~36kV Up to 20MVA 7.2~36kV 630~3150A up to 170kV IEC KERI & KEMA Certified 600V 630 ~5000A 80 ka / 1s ASTA Certified Up to 1000 V 630~6000A (Al) 630~7500A (Cu) 220 ka / 1 s (Cu 4000A) # 4 / 6

13 Products portfolio Automation Automation & Drive PLC (Programmable Logic Controller) HMI (Human Machine Interface) Servo Motor/Drive AC Drive MV Drive Power Semiconductor Drive Solution Automation Solution Power Semiconductor AC Drive MV Drive PLC HMI Servo PSC module 200/400V 0.1~800kW V/F, Sensorless, Vector Control Energy Saving 2/4/6/10kV 200~11,000kvA V/F, Sensorless, Vector Control Energy Saving Redundancy & Performance Distributed I/O Ladder & IEC Language 5~15 Touch Screen 65,536 Colors Offline Program Simulation Standard EtherCAT Network Accurate Control Full-Closed Ethernet / Serial Communication IGBT Module MOSFET Module Diode Module # 5 / 6

System(EIS) AF Track Circuit - Analog Audio Frequency

- Centralised Traffic Control(CTC) Traction Power System

Signalling System - Communication Based Train

Automatic Train Protection(ATP) ATC - Automatic Train

Track Circuit CTC Traction Power System Signalling System

Frequency Track Circuit Centralised Traffic Control Scott

Rectifier(1,500V / 750V) High Voltage Transformer

5kV) Low Voltage Switchgear # 6 / 6 CBTC System EIS ATP

14 Products portfolio Trans. SOC T&D(Railway System) Electronic Interlocking System(EIS) AF Track Circuit - Analog Audio Frequency Track Circuit - Digital Audio Frequency Track Circuit CTC - Centralised Traffic Control(CTC) Traction Power System - Scott Transformer, DC Switchgear & DC Rectifier, GIS Signalling System - Communication Based Train Control(CBTC) - Electronic Interlocking System(EIS) - Automatic Train Protection(ATP) ATC - Automatic Train Control System(ATC) - Automatic Train Operation(ATO) AF Track Circuit CTC Traction Power System Signalling System ATC Analog Audio Frequency Track Circuit Digital Audio Frequency Track Circuit Centralised Traffic Control Scott Transformer (154kV/55kV) DC Switchgear DC Rectifier(1,500V / 750V) High Voltage Transformer (154kV/22.9kV) GIS (170kV, 72.5kV) Low Voltage Switchgear # 6 / 6 CBTC System EIS ATP High Speed Train ATC Facility Korail maintenance train ATC High speed mainline signaling system ATC Ground Control System ATC Ground Control S/W ATC/ATO Train Control S/W

슬라이드 0

슬라이드 0 Q4 2013 results Q4 13 Results change 단위 : 억원 Q4 2013 Q3 2013 Q4 2012 Y-o-Y Q-o-Q 매출액 6,731 5,323 6,018 11.8% 26.5% 매출원가 5,560 4,272 5,048 10.1% 30% 매출총이익 1,171 1,051 970 20.7% 11.4% 판관비 698 628 725-3.7%