LG Electronics India Releases Q4 FY26 Earnings Call Transcript
LG Electronics India reported record Q4 FY26 revenue of ₹80.54 billion, up 8.1% YoY. Full year FY26 revenue reached ₹246.05 billion. The company is investing ₹50 billion in its Sri City plant, targeting Q3 FY27 for compressor production and Q4 FY27 for AC production. For FY27, LG India targets mid-teen revenue growth and early double-digit EBITDA margins.
The announcement details financial results, future investment plans (₹50 billion capex), strategic initiatives (EXCEL strategy), and market outlook, all of which are highly material for investors and stakeholders.
The company reported record quarterly sales, outlined a clear growth strategy with significant investment plans, and expressed confidence in future revenue and margin growth despite facing external challenges. The positive outlook and strategic initiatives contribute to a positive sentiment.
LG Electronics India Limited has released the transcript of its earnings call held on May 22, 2026, to discuss the financial results for the quarter and financial year ended March 31, 2026. The company reported record high quarterly sales in Q4 FY26 despite facing headwinds such as a delayed summer season, currency depreciation, and rising raw material costs.
For the fourth quarter of FY26, LG India achieved revenue from operations of ₹80.54 billion, an 8.1% year-on-year growth. EBITDA for the quarter was ₹9.45 billion with a margin of 11.7%, and net profit stood at ₹6.93 billion with a PAT margin of 8.5%. For the full year FY26, revenue from operations was ₹246.05 billion, a 1.0% growth year-on-year. Full year EBITDA was ₹24.08 billion with a margin of 9.8%, and net profit was ₹16.85 billion with a PAT margin of 6.8%.
The company outlined its future growth strategy for FY27, termed 'EXCEL', focusing on Export expansion, Capability of new factory production, Expansion of market leadership, brand and new business, and Localization. A significant investment of ₹50 billion is planned for the Sri City factory, with compressor production scheduled to start in Q3 FY27 and air conditioner production in Q4 FY27. The company is targeting mid-teen digit revenue growth and early double-digit EBITDA margins for FY27.
Key segmental performance highlights include strong growth in the Home Entertainment segment driven by demand for large-screen televisions and a 60.0% OLED market share. The Home Appliance and Air Solution segment saw growth driven by premium categories and the Essential series. The B2B business and Annual Maintenance Contract (AMC) business are emerging as significant recurring revenue streams.
The company addressed margin pressures, attributing them to currency depreciation and channel promotion investments, but expressed confidence in recovering margins in FY27 through price hikes, cost optimization, and improved product mix. The Essential Series has shown encouraging response, with significant sales of washing machines and refrigerators, and plans to expand the series to televisions and for export to 22 countries. The company also confirmed that its Sri City plant construction is on track, with ₹6.57 billion already invested by March 2026.
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