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LG Electronics India Ltd

Q3 FY26Consumer Durables

LG Electronics India Q3 FY26 earnings call: Revenue & Margins

Q3 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹1,623
Market cap₹1.2L Cr
P/E64.3
Updated23 Aug 2026
Read4 min read

The short version

FY '27 and '28 expected to see double-digit revenue growth driven by premium product launches, diversified portfolio, and strong brand equity. LG India aims to deliver double-digit revenue growth in FY '27, with early-teen digit EBITDA margins, in line with FY '25 levels.

From LG Electronics India Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • FY '27 and '28 expected to see double-digit revenue growth driven by premium product launches, diversified portfolio, and strong brand equity.
  • Exports are planned to double in FY '27 from $160 million due to tariff rationalization and new Free Trade Agreements, boosting revenue and margins.
  • Continued expansion in premium and value segments through the LG Essential series targeting Tier 2 and 3 markets and entry segments.
  • New product categories like chest freezers and sub-1 ton inverter ACs to widen consumer base and increase volumes.
  • Growth in B2B solutions, HVAC, information displays, and AMC (Annual Maintenance Contract) services to create recurring high-margin revenue streams.

2 more points management made on revenue & sales performance

Profitability & Margins

See what LG Electronics India Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • LG Electronics India is investing INR 5,000 crores in expanding its manufacturing capability with a new plant in Sri City, Andhra Pradesh.
  • The new facility will enhance production capacity, logistics efficiency, and support localization efforts.
  • The first production line for room air conditioners at the Sri City plant is expected to commence operations in Q4 of calendar year 2026.
  • The capex will be funded entirely through internal accruals and deployed over the next 4 to 5 years.
  • Large-scale investments have been made earlier between FY 2017 and FY 2024, qualifying for government incentives.
  • Expansion includes capacity for premium and large-capacity products like side-by-side refrigerators.

2 more points management made on capital expenditure plans

Top-ranked in Consumer Durables

Ranked on what management guided this quarter

5x potential
1Nanta Tech
Rev 1Mar 1
Rev 1Mar 1
3
Rev 1Mar 2
4
Rev 1Mar 3
5
Rev 1Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what LG Electronics India Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript provided does not contain explicit information about the current or expected order book or pending orders for LG Electronics India Limited. However, some relevant points touching on demand and sales outlook include: - Q4 FY'26 expected to be the largest quarter with double-digit revenue growth and improved EBITDA margins. - Confidence in a very good summer season for air conditioners due to normalized inventory and new BEE star rating ACs. - Strong channel motivation and confidence expected to drive primary sales. - Momentum expected in B2B from HVAC and information displays, with government and multinational company orders recovering.

2 more points management made on order book & pipeline

LG Electronics India Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹8.1K Cr, net profit ₹693 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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Frequently Asked Questions

What were LG Electronics India Ltd Q3 FY26 results?

FY '27 and '28 expected to see double-digit revenue growth driven by premium product launches, diversified portfolio, and strong brand equity. LG India aims to deliver double-digit revenue growth in FY '27, with early-teen digit EBITDA margins, in line with FY '25 levels.

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 crores in expanding its manufacturing capability with a new plant in Sri City, Andhra Pradesh.

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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.