LG Electronics India Ltd
LG Electronics India Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #52 of 87 in Consumer Durables
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The short version
LG Electronics India has a strong long-term growth strategy with a 13.1% CAGR revenue growth since 2022. LG Electronics India expects to resume strong growth, targeting to catch up to previous sales growth rates with double-digit EBITDA margins.
From LG Electronics India Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- LG Electronics India has a strong long-term growth strategy with a 13.1% CAGR revenue growth since 2022.
- The company aims to surpass previous sales growth and margins soon post Q2 challenges.
- Key growth drivers include expansion of the Essential series targeting mass customers and scaling up B2B business, particularly in HVAC and information display panels.
- The company is leveraging premiumization trends in India to improve market share and profitability.
- Localization is targeted to rise from ~56% to 70% in 3-4 years, supporting margin improvement.
- Ongoing new product launches and annual maintenance contracts (AMC) are expected to create additional high-margin revenue streams.
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Profitability & Margins
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Capital Expenditure Plans
- LG Electronics India is investing INR 5,000 crore in a new third manufacturing facility at Sri City, Andhra Pradesh, over the next 4-5 years.
- The investment will be made in a phased manner, with approximately INR 1,000 to INR 1,200 crore per year.
- The new plant, spread over 1 million square meters on a 99-year lease, will enhance production capacity, support export expansion, and optimize logistics for the South India market (which contributes 38-40% of total business).
- Operations at Sri City will start with room air conditioners in October 2026, followed by air conditioner compressor lines in March 2027, and subsequently washing machines and refrigerators.
- The plant benefits from a government fiscal incentive of 100% capital subsidy realized over 20 years from start of production.
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Top-ranked in Consumer Durables
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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LG Electronics India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹8.1K Cr, net profit ₹693 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What LG Electronics's management said in earlier quarters
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Potential multibaggers · Q2 FY27
Potential multibaggers in Consumer Durables
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Frequently Asked Questions
What were LG Electronics India Ltd Q2 FY26 results?
LG Electronics India has a strong long-term growth strategy with a 13.1% CAGR revenue growth since 2022. LG Electronics India expects to resume strong growth, targeting to catch up to previous sales growth rates with double-digit EBITDA margins.
What is LG Electronics India Ltd share price analysis?
LG Electronics India Ltd currently shows a neutral. The stock trades at a P/E of 64.3 with a market cap of ₹117,407 Cr. Investors should review the full earnings analysis for detailed insights.
Is LG Electronics India Ltd planning capital expenditure?
LG Electronics India is investing INR 5,000 crore in a new third manufacturing facility at Sri City, Andhra Pradesh, over the next 4-5 years.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.