Investor Presentation

LG Electronics India Limited (16th to 20th Floor) C- 001, Tower D, KK Project, Sector-16 B. Noida - 201301 Dist. Gautam Buddha Nagar, UP (India) T: 91-120-651-6700 Website: www.lg.com/in Email id: cgc.india@lge.com LGEIL/CGC/2026-27/68 Date: November 05, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G Phiroze Jeejeebhoy Towers Bandra Kurla Complex, Dalal Street, Bandra (E), Mumbai – 400 051 Mumbai – 400 001 NSE Symbol: LGEINDIA Scrip Code: 544576 Sub: Investor Presentation on the Un-audited Financial Results for the quarter and half year ended September 30, 2026 Dear Sir/Madam, Further to our letter dated October 28, 2026 and pursuant to the Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Investor Presentation on the Un-audited Financial Results for the quarter and half year ended September 30, 2026. The Presentation has also been uploaded on the Company’s website at https://www.lg.com/in/investorrelations/quarterly-reports/ You are requested to take the same on record. Yours truly, For LG Electronics India Limited Anuj Goyal Company Secretary and Compliance Officer Encl: As above Regd. Office: A-24/6, Mohan Cooperative Industrial Estate, Mathura Road, New Delhi – 110044 CIN: L32107DL1997PLC220109 Q2`FY27 Earnings Release 5th November 2026 Disclaimer The particulars of this presentation contain statements related but not limited to revenues, financial results and supplemental financial information which has been compiled by the management, not to be construed as being provided under any legal or regulatory requirement and are notintended to invite any investment in the Company. The information contained in this presentation has not been subjected to review by Auditors or theBoard of Directors of the Company. Commentary in the presentation describes the reporting quarter’s performance versus the same quarter of the corresponding previous year, unless specified otherwise. The figures for the previous periods in this presentation have been regrouped/ reclassified, wherever necessary. The Company assumes no responsibility and does not provide any warranty to the accuracy or comprehensiveness of the information contained in this presentation. This presentation is not intended to be a “prospectus” (as defined under the Companies Act, 2013), SEBI Regulations and relevant provisions of applicable laws. This presentation is for information purposes only and does not constitute or form part of, and should not be considered as any offer for sale or subscription of or solicitation or invitation of any offer to buy or subscription of securities in any manner. No part of this presentation and the information contained herein should form the basis of, or be relied upon, in connection with any investment decision or any contract or commitment to purchase or subscribe for any securities. Statements in this presentation describing the Company’s objectives, projections, estimates, expectations or predictions may constitute “forward looking statements”. Such statements are based on the current expectations and certain assumptions of the Company's Management, and are,therefore, subject to risks and uncertainties. Actual results may differ materially from those expressed or implied. The Company neither intends, nor assumes any obligation to amend, modify, revise or update these forward looking statements, on the basis of any subsequent developments which differ from those anticipated. 1 Q2`FY27 Performance & Outlook Q2`FY27 Earnings Release 2 Performance and Outlook by Segment CONTENTS Q2`FY27 Earnings Release Q2`FY27 Performance Performance and Q2`FY27 Performance & FY`27 Outlook & Outlook Outlook by Segment Future Growth Strategies Accelerating Growth Momentum: Delivered highest YoY growth since listing, with Q2`FY27 revenue from operations of ₹73.80 Bn in Q2`FY27 YoY change +19.5%, marking a Make In India Performance second consecutive quarter of double-digit growth. Performance was balanced The new Sri City plant is expected to double existing across both volume and value growth. Both H&A and HE contributed strongly, capacity, supporting the next phase of expansion. supported by strong traction across mass and premium segments. Fast-scaling Current manufacturing facilities in Noida and Pune are export business complemented healthy domestic demand. supporting production of the Premium and LG Essential series, strengthening localized capacity Profitable Growth, Despite Headwinds: EBITDA margin expanding 63 bps YoY to 9.5%, driven by operating leverage and a richer premium mix. This was achieved despite elevated commodity prices, rupee depreciation and Go to Market Make For India investment to capture the upcoming festive season demand. Building on the success of the LG Essential Series, the product portfolio has been expanded with the launch Strengthening Market Leadership: Growth across key categories, Record-high of premium French Door Refrigerators and the new TV market share and the launch of Chest Freezers further strengthened LG’s Chest Freezer range. market position. B2B and high-profit Non-Hardware(AMC) businesses scaling as high-margin diversified growth engines Outlook We enter the festive season with strong momentum across segments, supported Make India Global by an expanded premium portfolio, the LG Essential range and fast-scaling export Positioning India as LG’s preferred export hub, business. The Sri City plant is expected to commence operations in Q3`FY27 with leveraging India cost competitiveness and scale compressor manufacturing, enhancing localization and supporting domestic & export demand. Backed by a strong H1`FY27 performance, we reaffirm FY`27 Entered over 20 new countries since the IPO, targets of mid-teen revenue growth and an early double-digit EBITDA margin. accelerating international expansion. Note: Offline value market share as per syndicate agencies; Q2`FY27 Earnings Release Q2`FY27 Performance Performance and Revenue from Operations / Profitability & Outlook Outlook by Segment Revenue from Operations / EBITDA Performance by Segment (Unit : INR Billion) (Unit : INR Billion) Q2`FY26 Q1`FY27 Q2`FY27 YoY QoQ EBITDA % 8.9% 12.5% 9.5% EBITDA 5.48 Bn 9.04 Bn 7.01 Bn Sales 61.74 72.33 73.80 +19.5% +2.0% 73.80 72.33 Consolidated EBIT 4.54 7.92 5.78 +1.24 -2.14 Revenue from Operations 61.74 (%) 7.4% 11.0% 7.8% +0.5%p -3.1%p YoY: 19.5% Sales 39.48 55.77 47.72 +20.9% -14.4% H&A1) EBIT 3.24 6.42 4.16 +0.92 -2.26 Home Appliances & Air Solution (%) 8.2% 11.5% 8.7% +0.5%p -2.8%p Sales 22.26 16.57 26.08 +17.2% +57.4% HE2) EBIT 2.81 3.15 3.37 +0.56 +0.21 Home Entertainment Q2'FY26 Q1'FY27 Q2'FY27 (%) 12.6% 19.0% 12.9% +0.3%p -6.1%p 1) Home appliances and air solution : Air Conditioners, Refrigerators, Microwave Ovens, Washing Machines, Dishwasher, Compressors, Water Purifiers and Air Purifiers 4 2) Home entertainment : Televisions (Flat panel, Signage, Projectors, Monitor TV ), Audio Visual, Monitors and Personal computers Note: The gap between total of H&A and HE and consolidated numbers are due to unallocated expenses Q2`FY27 Earnings Release Q2`FY27 Performance Performance and Earning Trend / Cash Flow & Outlook Outlook by Segment Earning Trend Cash Flow (Unit : INR Billion) (Unit : INR Billion) Q2`FY26 Q2`FY27 Q2`FY26 Q1`FY27 Q2`FY27 YoY QoQ Cash at the beginning of period 45.75 57.07 EBITDA 5.48 9.04 7.01 1.53 -2.03 Cash flow from operating activities 0.86 -1.64 Profit Before Tax 5.25 6.55 Depreciation and 0.93 1.12 1.23 0.29 0.11 Depreciation 0.93 1.23 Amortization Others -2.26 -2.70 Finance costs 0.09 0.09 0.09 0.00 -0.00 Net Changes in working capital -3.06 -6.72 Cash flow from investing activities -3.48 -4.61 Other income 0.80 0.95 0.86 0.06 -0.09 Net (Increase)/Decrease in tangible assets -4.28 -5.44 Interest income on deposits, Govt. Grant 0.80 0.83 Profit 5.25 8.78 6.55 1.30 -2.23 Cash flow from financing activities -0.2 [Showing first 8,000 characters — download PDF for full document]