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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.
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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