LG Electronics shares fall 4% as Q4 profit declines 8% YoY, EBITDA margin contracts; here’s what analysts said

At around 11:02 AM, the stock was trading 3.12% lower at ₹1,482.40 per equity share. The scrip has fallen 6% in the past week and 8% over the month.

While the share hit a 52-week high of ₹1,749 per unit on October 14, 2025, it touched a year’s low of ₹1,304.10 on April 2, 2026.

LG Electronics Q4 results

The company reported an 8% year-on-year (YoY) fall in its consolidated net profit to ₹693 crore in the March quarter of the 2025-26 financial year (Q4 FY26), compared to ₹755 crore in the same period of the preceding year.

However, its revenue from operations surged 8% YoY to ₹8,054 crore during the quarter under review, as against ₹7,448 crore in the fourth quarter of the 2024-25 fiscal year (Q4 FY25).

LG’s Home Appliance (H&A) segment delivered revenue of ₹6,516 crore in Q4 FY26, growing 5.7% YoY.

The Home Entertainment (HE) category also witnessed strong revenue growth of 19.6% YoY, with revenue reaching ₹1,537 crore in Q4 FY26.

At an operational level, its EBITDA (earnings before interest, tax, depreciation and amortisation) stood at ₹946 crore in Q4 FY26, marking a 10% YoY drop from ₹1,048 crore in the March quarter of FY25.

LG Electronics India’s EBITDA margin contracted to 11.75% from 14.07% annually.

The company said its year-on-year EBITDA margins were impacted by rupee depreciation and elevated commodity prices. It added that it remains optimistic about margin improvement, supported by continued focus on cost discipline, localisation and operational efficiency.

Commenting on the earnings, LG Electronics India Managing Director Hong Ju Jeon, said: “I am happy to highlight that LG Electronics India has delivered its highest-ever quarterly revenue in Q4 FY26, a testament to the strength of our brand and the resilience of our business model. Despite a complex global environment, LGE India has remained customer-focused, agile, and growth-oriented. We are navigating these macro challenges with calibrated actions and continued investment in premiumisation to ensure that LGE India is well-positioned to lead this transition.”

What analysts said

While its adjusted profit after tax (PAT) fell 8% YoY, its revenue from the home entertainment segment advanced 20% YoY. The analysts added that industry-wide price hikes are underway to offset the pressure from commodity costs. The firm’s management expects cost pressures to ease as geopolitical conditions stabilise.

LG Electronics has a total market capitalisation of ₹1 lakh crore as of May 22, 2026, according to data on the NSE.