• AC sales target: LG crossed 1 million air conditioner unit sales in the first calendar quarter and expects to reach or exceed 2 million units for the full year, supported by extended summer demand.
• Pricing and margins: The company implemented price hikes of 10% to 12% on air conditioners to absorb an 11% star-rating efficiency compliance requirement along with commodity and foreign exchange volatility.
• Market share leadership: LG maintains the leading value market share across key home appliance categories, commanding over 40% in side-by-side refrigerators and more than 60% in OLED TVs.
• Financial growth guidance: Management reaffirmed FY27 guidance targeting mid-teens sales growth and early double-digit EBITDA margins, with potential upside if strong initial demand momentum sustains.
• Export contribution targets: Exports currently contribute roughly 6% of total business, with plans to expand into more countries and push the export share toward double digits by FY27.