LG Electronics India Q2 FY'26 Earnings Call Transcript
LG Electronics India releases Q2 FY'26 earnings call transcript. Revenue up 1% YoY to ₹617.4 crore. IPO saw ₹4.4 lakh crore bids. Plans ₹5,000 crore capex for Sri City plant.
The earnings call transcript provides insights into the company's performance, future strategies, and expansion plans, which are relevant to stakeholders.The planned capex of ₹5,000 crore is a significant investment.
The announcement primarily discusses financial results and operational updates, with a mix of positive growth and external challenges.
* LG Electronics India held an earnings conference call on November 14, 2025, regarding the unaudited financial results for the quarter and half-year ended September 30, 2025. The transcript is now available on the company's website. * The company successfully completed its IPO with bids worth ₹4.4 lakh crore and achieved 54x subscription. * LG is expanding its manufacturing footprint with a third factory in Sri City, Andhra Pradesh, focusing on 'Make for India,' 'Make in India,' and 'Make India Global' initiatives. * In Q2 FY'26, LG India reported revenue from operations of ₹617.4 crore, a 1.0% year-on-year growth. * Quarterly EBITDA stood at ₹548 crore with a margin of 8.9%, and net profit for the quarter was ₹389 crore with a margin of 6.2%. * The company is planning a capital expenditure of approximately ₹5,000 crore, which will be funded through internal accruals, deployed in a phased manner over the next four to five years for the Sri City manufacturing facility. * The first product line of operations will be room air conditioners, which will be operational by October 2026, followed by aircon compressor line in Quarter 4 of Fiscal Year '27. Thereafter, washing machine and refrigerator line will begin in a phased manner. The plant will be built on almost 1 million square meter site under the 99 -year lease agreement with a roadmap to scale in line with our market demand. * The company's market share in washing machines stood at 33.4%, refrigerators at 29.9%, and RAC at 17.4%. * LG is widening its price spectrum through the LG Essential series and a new premium range targeting niche demand. * CFO, Mr. Dongmyung Seo mentioned that LGEIL remains focused on its long-term strategy. Revenue CAGR since 2022 stands at 13.1% with double-digit EBITDA.
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