Analysts/Institutional Investor Meet/Con. Call Updates

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/2026-27/47 Date: August 20, 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: Transcript of Earnings Call in respect of Un-Audited Financial Results for the quarter ended June 30, 2026 Dear Sir/Madam, This is in reference to the Company’s intimation dated August 6, 2026 filed with the Stock Exchanges pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, regarding the Earnings call held to discuss the Un-audited financial results of the Company for the quarter ended June 30, 2026, which was scheduled on August 14, 2026. Further to the audio recording already submitted to the Stock Exchanges, we hereby enclose the Transcript of the said Earnings Call. The same is also available on the Company’s website at: https://www.lg.com/in/investorrelations/quarterly-reports/ You are requested to take the same on record. Thanking You, 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 “LG Electronics India Limited Q1 FY2027 Earnings Conference Call” August 14, 2026 MANAGEMENT: MR. DONG MYUNG SEO – CHIEF FINANCIAL OFFICER – LG ELECTRONICS INDIA LIMITED MR. SANJAY CHITKARA – CO-CHIEF SALES & MARKETING OFFICER – LG ELECTRONICS INDIA LIMITED MR. ATUL KHANNA – CHIEF ACCOUNTING OFFICER – LG ELECTRONICS INDIA LIMITED MR. GAGANJEET SINGH – CHIEF MANUFACTURING OFFICER – LG ELECTRONICS INDIA LIMITED MR. GURPINDERJEET SINGH – HEAD FINANCIAL PLANNING – LG ELECTRONICS INDIA LIMITED MR. SOONJOO SEO – INVESTOR RELATIONS OFFICER– LG ELECTRONICS INDIA LIMITED MR. ADITYA BHASIN – HEAD, INVESTOR RELATIONS – LG ELECTRONICS INDIA LIMITED MODERATOR: MR. RAHUL ARORA – CHIEF EXECUTIVE OFFICER – ASHIKA INSTITUTIONAL EQUITIES MS. ARSHIA KHOSLA – ANALYST- ASHIKA INSTITUTIONAL EQUITIES Page 1 of 15 LG Electronics India Limited August 14, 2026 Moderator: Ladies and gentlemen, good day and welcome to the LG Electronics India Q1 FY2027 Earnings Conference Call. As a reminder, all participant 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 star then zero on your touchtone phone. I would like to inform you that the call is being recorded and the audio call and transcript will be available on the company's website. I would now like to hand the conference over to Mr. Rahul Arora, CEO of Ashika Institutional Equities. Thank you, and over to you, Mr. Rahul. Rahul Arora: Thank you, Michelle. On behalf of Ashika Institutional Equities, I would like to welcome all the participants to the Q1 FY2027 Earnings Conference Call of LG Electronics India Limited. At the outset, I would like to thank the LG Electronics management for giving us the opportunity to host the call. I would now like to hand over the call to Mr. Aditya Bhasin, Head of Investor Relations, LG Electronics India. Thanks, and over to you, Aditya. Aditya Bhasin: Thank you, Rahul. Namaste. A very good evening to everyone. I would like to welcome you to the Q1 FY2027 Earnings Conference Call of LG Electronics India Limited. Hope you have gone through our earnings presentation uploaded on our website and Stock Exchange. I also want to remind you of the Safe Harbor. We may be making some forward-looking statements that have to be understood in conjunction with uncertainties and the risks that the company faces. Today, we have our senior management with us, being represented by Mr. Dongmyung Seo, our Chief Financial Officer; Mr. Sanjay Chitkara, Co-CSMO; Mr. Atul Khanna, Chief Accounting Officer; Mr. Gaganjeet Singh, Chief Manufacturing Officer; Mr. Gurpinderjeet Singh, Head Financial Planning; and Mr. Soonjoo Seo, Investor Relations Officer. Without further delay, I would like to invite our IRO, Mr. Soonjoo Seo, to share his opening remarks and take us through the LG Electronics India's performance and strategic highlights for the quarter and the full year. Thank you and over to you, sir. Soonjoo Seo: Namaste. Good evening, everyone and thank you for joining us for our Q1 FY2027 Earnings Conference Call. Growth, profitability, market leadership this quarter, LG delivered on all three. We grew revenue 15.5% year-on-year with EBITDA margin at 12.5%, up 1.1 percentage point year-on-year and 0.8 percentage point sequentially. Both revenue and profitability came in ahead of market expectations. For us, this is more than a good quarter. It is evidence that our fundamentals are sound and that we deliver what we commit to this market. On growth, the quality matters more than the headline. Page 2 of 15 LG Electronics India Limited August 14, 2026 Every key category we operate in grew double digits. This is not a story of one category carrying the quarter. This is our entire portfolio performing together, as we continue to maintain market leadership across all key categories. This explains the strength of a diversified portfolio. On margin, the context is what makes this significant. We expanded margins in a quarter when the entire industry was absorbing raw material cost pressure. We did it through a better product mix and calibrated price increases, not by stepping back from the market. Against 11.4% in the same quarter last year, 12.5% reflects operating discipline and pricing strength built into the business over time. Let me now turn to our future vision, which is built on three pillars: Make for India, Make in India, and Make India Global. Make for India: Our premium strategy is not just working, it is also reshaping our business. Large screen televisions, French door refrigerators, large capacity front door washing machines, and five-star rated air conditioners have all delivered exceptional growth this quarter. Alongside premium, our Essential series continues its rapid growth. Between January to June, LG sold over half a million of Essential series range. Essential series is not just a product line, it is our outreach to the next generation of LG customers. At the top of the market and at the entry point, we are present in both. Make in India: Our third manufacturing plant at Sri City, Andhra Pradesh, remains firmly on track. Compressor production commenced in Q3 FY27, followed by room air conditioner production in Q4 FY27. Sri City will expand capacity, deepen our supply chain, and serve as a dedicated hub for both domestic supply and export. Make India Global: Our export business has gained real momentum and has grown significantly this quarter. We now supply to 61 countries, including both neighboring and key global markets. We have widened our export model range and entered developed markets with premium products. The increasing contribution from B2B and non-hardware AMC businesses are building a stronger recurring revenue mix, improving earnings visibility and stable earnings. We are actively pursuing further opportunities in new business segments to build the next set of growth engines. To close, Q1 FY27 verifies what we said we would do: drive consistent growth, expanding margins, sustained market leadership, and ensure steady progress on our future vision. We are not just delivering the result, we are building a business that creates lasting value for every stakeholder. I will now hand over to our Chief Accounting Officer, Mr. Atul Khanna, to take you through the details. Over to you, Atul ji. Atul Khanna: Thank you, Mr. Seo [Showing first 8,000 characters — download PDF for full document]