Arthneeti
Latest: LG Electronics Q1 FY27 results →All Q4 FY26 results →
LE

LG Electronics

Q4 FY26Consumer Durables

LG Electronics Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹1,694
Market cap₹1.2L Cr
P/E63.1
Updated23 Sept 2026
Read4 min read

The short version

LG Electronics India targets mid-teen digit revenue growth for FY27, driven by strong demand and product expansion. Targeting mid-teen digit revenue growth for FY27 driven by strong demand across categories and export expansion.

From LG Electronics's Q4 FY26 earnings-call transcript · updated 23 Sept 2026.

Revenue & Sales Performance

  • LG Electronics India targets mid-teen digit revenue growth for FY27, driven by strong demand and product expansion.
  • Significant growth expected in premium French door refrigerators and dishwashers, aiming to become number one player in these categories.
  • Expansion of the Essential Series across multiple categories anticipated to register mid-teen growth, especially in smaller towns and cities.
  • Exports set to expand significantly, with plans to double export capacity supported by Pune and new Sri City plant production.
  • Increasing localization rate beyond 55.2% to improve cost competitiveness and mitigate currency risks.
  • New product categories like chest freezers and sub-1-ton AC models expected to contribute to revenue growth.
  • Focus on premium and mass-premium portfolio strategy to support both growth and profitability.

2 more points from LG Electronics's call on revenue

Create a free account to keep reading this call

Profitability & Margins

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

Capital Expenditure Plans

  • LG Electronics India is committed to a total investment of INR 50 billion for the new Sri City plant over the coming years.
  • As of March 2026, approximately INR 6.57 billion has been deployed on capital work in progress and machinery for Sri City.
  • The Sri City plant construction is fully on track, with the aircon compressor production line scheduled to start in Q4 FY27 (calendar Q3 2026).
  • Air conditioner production line at Sri City expected to commence in Q1 2027 (Q4 FY27).
  • Washing machine and refrigerator production lines will be added to Sri City plant in a phased manner thereafter.
  • Total capex for FY26 was approx INR 5.51 billion, consistent with the usual 2-2.5% of revenue.
  • The INR 50 billion investment will be funded entirely from internal accruals.

2 more points from LG Electronics's call on capex

Create a free account to keep reading this call

Top-ranked in Consumer Durables

Ranked on what management guided this quarter

Guidance-ranked
1Nanta Tech
Rev 1Mar 1
2Visdem Technosys
Rev 1Mar 1
3
Rev 1Mar 2
4
Rev 1Mar 2
5
Rev 1Mar 3
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

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 said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • The B2B segment is recovering strongly, with the Information Display (ID) business recently achieving its highest-ever quarterly sales.
  • The commercial air conditioning business is growing, driven by orders from IT parks, commercial real estate, and institutional buyers.
  • Government infrastructure projects contribute to the order pipeline growth.
  • The Annual Maintenance Contract (AMC) business is expanding, adding recurring and predictable revenue streams.

2 more points from LG Electronics's call on order book

Create a free account to keep reading this call

LG Electronics — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

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.

Full financials →

Continue your research

What LG Electronics's management said in earlier quarters

Others in Consumer Durables this season

  • Sonam Ltd (Q4 FY26)

    Working capital cycle is efficient (29 days debtors, 37 days creditors); cash flow remains strong with 70%-80% sales in advance or credit to old customers. Key…

  • Global Surfaces Ltd (Q4 FY26)

    Q4-FY26 Revenue from Operations: INR 454 Mn, down 21.0% YoY from INR 575 Mn in Q4-FY25 (Page 22). Key investor presentation takeaways from Global Surfaces's Q4

  • Naman Industries Proxima Limited (Q4 FY26)

    Revenue from operations for H2 FY26 was ₹73.6 Cr, down 17.4% YoY from ₹89.1 Cr in H2 FY25. Key investor presentation takeaways from Naman Industries Proxima's Q

  • Yash Optics & Lens Ltd (Q4 FY26)

    Q4/FY26 Revenue from Operations: ₹3,061.4 Lacs (H2 FY26), up 29.1% YoY compared to ₹2,370.8 Lacs in H2 FY25 (Page 26). Key investor presentation takeaways from

Compare:vs Titan Companyvs Asian Paintsvs Dixon Technologies (India) Ltd

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Arthneeti Pro · Annual

LG Electronics and 15K+ more earnings calls,
for less than your morning chai

a day

Every earnings call, ranking and concall Q&A across all four results seasons.

Secure Razorpay payment · instant access

Frequently Asked Questions

What were LG Electronics Q4 FY26 results?

LG Electronics India targets mid-teen digit revenue growth for FY27, driven by strong demand and product expansion. Targeting mid-teen digit revenue growth for FY27 driven by strong demand across categories and export expansion.

What is LG Electronics share price analysis?

LG Electronics currently shows a neutral. The stock trades at a P/E of 63.1 with a market cap of ₹115,181 Cr. Investors should review the full earnings analysis for detailed insights.

Is LG Electronics planning capital expenditure?

LG Electronics India is committed to a total investment of INR 50 billion for the new Sri City plant over the coming years.

Keep LG Electronics on your radar — track it to get its next earnings analysis in your feed.

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.