LG Electronics India (LGEINDIA) Q4 25/26 earnings summary

Executive summary

• Achieved record high quarterly sales in Q4 FY 2026 at INR 80.54 billion, up 8.1% year-over-year, despite external headwinds such as delayed summer, geopolitical tensions, rupee depreciation, and rising raw material costs.

• Maintained market leadership across all major product categories, with balanced growth in both premium and mass premium segments.

• Strategic focus on export expansion, localization, cost optimization, and new business areas under the EXCEL growth strategy.

• Non-hardware AMC business and B2B segments are emerging as important, high-margin, recurring revenue streams.

• Annual financial results for FY26 were audited and present a true and fair view in accordance with Indian Accounting Standards and SEBI regulations.

Financial highlights

• Q4 FY26 revenue from operations reached INR 80.54 billion, up 8.1% year-over-year; full year FY26 revenue was INR 246.05 billion, up 1.4% year-over-year.

• Q4 EBITDA was INR 9.45 billion (11.7% margin); net profit was INR 6.93 billion (8.5% PAT margin).

• Full year EBITDA stood at INR 24.08 billion (9.8% margin); net profit was INR 16.85 billion (6.8% PAT margin).

• Cash and cash equivalents at year-end were INR 44.76 billion, up from INR 37.41 billion.

• Basic and diluted EPS for FY26 stood at INR 24.83, compared to INR 32.46 in FY25.

Outlook and guidance

• Targeting mid-teen digit revenue growth and early double-digit EBITDA margins for FY27, with focus on cost optimization, localization, and scaling high-margin businesses.

• CapEx for Sri City plant to be fully funded by internal accruals, with major investments planned over the next two years.

• Confident of outperforming industry growth through export expansion, new product launches, and premiumization.

• The company will continue to monitor the impact of new labour codes and adjust for any further regulatory clarifications as required.