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Company Research16 Apr 2024
Companies That Had Their IPO in 2022: War, Inflation and Interest Rates
The stock market and IPO landscape in 2022 was marked by inflationary pressures, rate hikes, and war that heavily impacted the market sentiment.
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.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.
How will new PFE rules impact supply chain?
Address ESS capacity transition from EV.
Elaborate on European market strategy.
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Next LG Energy Solution earnings date
Q3 202530 Oct, 2025
Next LG Energy Solution earnings date
Q3 202530 Oct, 2025
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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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