LG India Q3 FY26 Revenue Down 6.4% to ₹4,114 Crore; Aims to Double Exports
LG Electronics India reported Q3 FY26 revenue of ₹4,114 crore, down 6.4% YoY. EBITDA was ₹196 crore with a 4.8% margin, and PAT stood at ₹90 crore. The company aims to double exports in the next financial year and is operationalizing its third manufacturing plant.
The revenue decline and reduced profitability indicate a moderate negative impact on the company's short-term financial performance. However, the strategic focus on export growth, capacity expansion, and maintaining market leadership suggests potential for future recovery and growth, limiting the impact to medium.
The revenue and profit have declined year-on-year, which is a negative indicator. However, the company maintains market leadership, has a strategy for future growth including doubling exports, and is expanding its manufacturing capacity, which are positive aspects. The overall sentiment is neutral due to the mixed financial performance and future outlook.
LG Electronics India Limited (LGE India) announced its unaudited financial results for the third quarter and nine months ended December 31, 2025. The company reported revenue from operations of ₹41.14 billion (₹4,114 crore) for Q3 FY26, a decrease of 6.4% compared to ₹43.96 billion (₹4,396 crore) in Q3 FY25. The EBITDA for Q3 FY26 stood at ₹1.96 billion (₹196 crore), resulting in an EBITDA margin of 4.8%, down from ₹3.40 billion (₹340 crore) in the previous year. Profit after tax (PAT) was ₹0.90 billion (₹90 crore), a significant drop from ₹2.33 billion (₹233 crore) in Q3 FY25.
The company attributed the decline in EBITDA margin to subdued sales impacting operating leverage, increased input costs for copper and aluminum, and currency-related headwinds. Despite these challenges, LGE India maintained its market leadership in key B2C segments, driven by strong brand fundamentals and consumer confidence. The 'LG Essential Series' and premium product range continued to gain traction.
Looking ahead, LGE India aims to double its exports in the next financial year, leveraging 'Make in India' premium products, with a focus on markets like the US and Europe. This export push is expected to be aided by the reduction in US tariffs and the EU FTA. The company's third manufacturing plant, slated to be operational by the end of the year, will support these 'Make India Global' plans. The company is focusing on a two-track strategy for Q4 FY26, expanding its premium portfolio and strengthening the 'LG Essential' line-up, while also scaling up its high-margin AMC business and leveraging B2B opportunities.
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