Q4 2026 LG Electronics India Ltd Earnings Call Transcript

May 22, 2026 / 10:30 AM GMT

Release Date Price: ₹1490.5 (-2.59%)

Transcript

Key Points

Positve

LG Electronics India Ltd (NSE:LGEINDIA) achieved record high quarterly revenue in Q4 FY26, reflecting strong business fundamentals.
The company maintained market leadership across all major product categories, including home appliances and air solutions.
Export expansion aligned with the Indian government's policy is showing positive results, contributing to profitability.
The company's localization strategy has improved, reaching a rate of 55.2%, enhancing cost competitiveness.
Strong demand momentum in room air conditioners and washing machines is expected to drive growth in FY27.

Negative

The depreciation of the Indian rupee by 5.6% year-on-year created a significant headwind on import costs.
Margins were impacted by rising commodity costs and strategic channel investments, leading to a decline in EBITDA.
The company faced temporary headwinds such as a delayed summer season and geopolitical tensions affecting performance.
Despite revenue growth, operating leverage did not play out as expected, impacting profitability.
The company remains watchful of cost pressures from currency depreciation and geopolitical risks, which could affect future margins.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LGEL.NS - LG Electronics India Ltd
Q4 2026 LG Electronics India Ltd Earnings Call
May 22, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, Good day and welcome to the SG Electronics India's Limited Q4 and Full Year FY 2026 Earnings Conference Call.

As a reminder, all pipeline lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Aniruddha Joshi from ICICI Securities.

Thank you and over to you, Mr. Joshi.

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Unidentified_2 [2]
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