Transcript of Earnings Call

LG Electronics India reported its highest-ever quarterly revenue of INR 80.54 billion in Q4 FY26, up 8.1% YoY, driven by strong summer demand and successful BEE star rating transition. Q4 EBITDA stood at INR 9.45 billion (11.7% margin) and net profit at INR 6.93 billion (8.5% PAT margin). For the full year, revenue was INR 246.05 billion with EBITDA of INR 24.08 billion (9.8% margin) and PAT of INR 16.85 billion (6.8% margin). The company crossed 1 million AC sales in Q4 and maintained market leadership across all major categories. Management guided FY27 for mid-teen revenue growth and early double-digit EBITDA margins, citing strong early sell-through in April-May, lean channel inventory, and a robust new product pipeline including Essential Series, French door refrigerators, and dishwashers. The Sri City plant remains on track with INR 50 billion investment fully funded by internal accruals.