LG Electronics India Limited — Q1FY27 earnings call summary

Filed 20 August 2026 · Official transcript

Sri City plant commissioning compressors in Q3 FY27 and RAC in Q4 FY27 to boost capacity and exports
Dividend payout deferred to preserve cash for INR5,000 Cr Sri City capex; plan to review dividend as cash generation strengthens
Q1 FY27 revenue grew 15.5% y-y to INR72.33bn; EBITDA margin expanded 110bps to 12.5%; PAT rose 27.2% to INR6.53bn
Premiumization and calibrated price hikes helped margin expansion despite raw material cost pressures
B2B segment strong with 36% market share in LED signage and expansion in commercial ACs; targeting 20% CAGR
Localization at 55.2%, targeting 65% in 3-4 years; localization reduces currency exposure and cost
Export business grew 30% in Q1, now supplying 65 countries; exports are margin accretive
Home Appliance segment revenue up 13.6%, EBIT margin steady at 11.5%; Home Entertainment revenue up 22.3%, EBIT margin expanded to 19%