LG Electronics India Limited — Q2FY27 earnings call summary

Filed 12 November 2026 · Official transcript

Sri City plant compressor production to start Q3 FY27; AC manufacturing by Q4 FY27, boosting cost competitiveness
Q2 FY27 revenue grew 19.5% y-y to INR73.8bn; EBITDA rose 28% to INR7.01bn with 9.5% margin; PAT up 25.7% to INR4.89bn
Management confident of outperforming mid-teens revenue growth and early double-digit EBITDA margin guidance for FY27
Home Entertainment revenue grew 17.2% y-y; EBIT margin rose to 12.9% supported by larger screen demand and B2B segment
Export markets expanded from 50 to 68 countries; Essential Series now in 21 countries with strong growth outlook
Premiumization and localization key drivers for margin expansion despite commodity and forex pressures
B2B segment growing steadily, targeting 15%+ revenue share by FY30; data center cooling solutions under evaluation
Home Appliance segment revenue up 20.9% y-y; EBIT margin improved to 8.7% driven by premium and Essential ranges