LS ELECTRIC (010120) Q4 2025 earnings summary

Executive summary

• Achieved record-high quarterly and yearly sales and operating profit, driven by robust U.S. exports and strong global demand, especially from AI data centers and big tech clients.

• Successfully expanded into U.S. big tech markets, leveraging competitive lead times and after-sales service.

• Maintained solid financial stability while executing strategic investments in capacity and R&D.

Financial highlights

• Q4 2025 sales reached KRW 1,521 billion, up 25% QoQ and 12% YoY; FY2025 sales were KRW 4,962 billion, up 9% YoY.

• Q4 2025 operating profit was KRW 130 billion, up 29% QoQ and 9% YoY; FY2025 operating profit was KRW 427 billion, up 9.6% YoY.

• Q4 2025 EBITDA was KRW 143 billion, up 26.1% QoQ; net income for Q4 2025 was KRW 80 billion, up 20.7% YoY.

• Order backlog at end of 2025 reached KRW 5.0 trillion, up from KRW 3.4 trillion at end of 2024.

Outlook and guidance

• Anticipates further expansion in AI data center and big tech markets, targeting projects with U.S. manufacturers and Korean conglomerates.

• Plans early execution of U.S. power distribution capacity expansion and additional investments to enhance global competitiveness.