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LG Energy Solution (373220) investor relations material

LG Energy Solution Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary25 Jul, 2025

Executive summary

  • Q2 2025 revenue was KRW 5,565B, down from KRW 6,265B in Q2 2024, reflecting weaker demand and lower ASP due to metal price declines.

  • Operating profit rose to KRW 492B (8.8% margin), up from KRW 375B in Q1 2025, driven by improved product mix and cost efficiency.

  • North American ESS business is a key focus, with significant growth expected due to local production and strong order momentum.

  • Net income reached KRW 91B, a decrease from KRW 227B in Q1 2025 and KRW 212B in Q2 2024.

  • Second quarter performance was strong, but uncertainties remain for the second half, especially due to policy changes and market volatility.

Financial highlights

  • Gross margin improved to 18.0% in Q2 2025 from 16.2% in Q1 2025 and 11.2% in Q2 2024.

  • EBITDA increased to KRW 1,375B (24.7% margin) from KRW 1,231B in Q1 2025 and KRW 930B in Q2 2024.

  • Cash and equivalents rose to KRW 5,440B at quarter-end, up from KRW 3,574B in Q1 2025.

Outlook and guidance

  • EV demand is expected to slow in the second half as subsidies end and tariffs rise, but ESS demand, especially in North America, is projected to grow sharply.

  • Company targets 30+ GWh ESS capacity in North America by 2026, with ongoing capacity ramp-up and product innovation.

  • Plans to maximize capacity utilization, optimize manufacturing, and expand ESS business in North America.

  • Focus on cost reduction, supply chain localization, and new technology development, including fast charging and dry electrode production.

  • New model launches in mobility and IT devices are anticipated to drive battery demand.

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Frequently asked questions

LG Energy Solution Ltd. is a South Korean company specializing in the production of lithium-ion batteries for a wide range of applications, including electric vehicles (EVs), mobility solutions, IT devices, and energy storage systems (ESS). The company's extensive research and development efforts have positioned it as a top patent holder in battery technology globally. LG Energy Solution is a key player in the battery industry, with a strong commitment to innovation and sustainability. The company is headquartered in Seoul, South Korea, and its shares are listed on the Korea Exchange.

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