LG Electronics India Limited — PPTs, 21-05-2026: Investor Presentation

Here's a summary of LG Electronics India Limited's investor presentation:

**Business Performance:**

LG Electronics India reported its highest ever quarterly revenue in Q4 FY26, reaching ₹80.54 Billion, an 8.1% YoY increase driven by demand recovery. The Home Appliances & Air Solution (H&A) segment saw a 5.7% YoY revenue growth, while Home Entertainment (HE) grew by a strong 19.6% YoY, largely due to demand for large-screen TVs supported by cricket events.

**Growth Drivers or Strategy:**

The company is focusing on a "Make in India" strategy by scaling localized manufacturing at its Sri City plant and deepening component localization to reduce import dependency and enhance margins. They are also positioning India as an export hub for LG globally.

**Recent Developments:**

Key product performance included surpassing 1 million+ RAC sales and strong sales in premium categories like French-door refrigerators and fully automatic washing machines. The Essential Series is targeting underpenetrated Tier 2 & 3 markets, and the B2B and non-hardware AMC businesses are being scaled as high-margin growth engines.

**Key Financial Metrics:**

Consolidated revenue for Q4 FY26 was ₹80.54 Billion, up 8.1% YoY. EBITDA margin stood at 11.7%. For FY26, consolidated revenue was ₹246.05 Billion, a 1.0% YoY increase, with an EBITDA margin of 9.8%.

**Management Commentary / Outlook:**

LG anticipates margin improvement despite ongoing pressures from currency depreciation and commodity costs, by focusing on cost optimization and operational efficiency. The company sees strong demand momentum for air conditioners and washing machines, with premium refrigerators and the Essential Series expected to drive sales. In Home Entertainment, new large-screen TV introductions and a healthy B2B order pipeline are expected to sustain growth.