• Growth guidance: LG Electronics expects mid-teen overall revenue growth in FY27, driven primarily by strong demand across its air conditioner and television segments as well as expanding B2B and export sales.
• Margin recovery strategy: Management is targeting early double-digit EBITDA margins for FY27 by expanding exports to hedge currency fluctuations, optimizing operational efficiencies, and increasing localization rates beyond 55%.
• RAC segment performance: The company recorded quarterly sales of 1 million air conditioner units, with management expecting strong Q1 momentum supported by summer demand and new product launches in sub-1-ton and fixed-speed categories.
• Television sales momentum: Aided by affordability gains from GST rate cuts, sales of 55-inch and above TVs grew by 50% in Q4 and now account for roughly 49% of the total TV business.