LG Electronics India Limited — Investor Meet, 28-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

LG Electronics India Limited held an earnings conference call to discuss the financial results for the quarter and full year ended March 31, 2026. The call provided insights into the company's performance, strategic initiatives, and outlook for the upcoming fiscal year.

LG Electronics India reported a strong Q4 FY26 with record quarterly sales of INR 80.54 billion, up 8.1% YoY, driven by Home Appliances and Air Solutions. EBITDA was INR 9.45 billion with an 11.7% margin. Full year revenue grew 1.0% YoY to INR 246.05 billion, with EBITDA at INR 24.08 billion (9.8% margin). The company is focusing on export expansion, capability enhancement at its Sri City plant, market leadership, and localization (55.2% currently) under its EXCEL strategy. Management is confident in achieving mid-teen revenue growth and early double-digit EBITDA margins in FY27, citing structural growth opportunities in India and a strong business model. Key growth drivers include premium products, the Essential Series, AMC, and B2B segments. The company plans INR 50 billion investment in Sri City for manufacturing and export hub development. Investor sentiment is cautiously optimistic, with management highlighting resilience and a clear strategy for future growth.