Overview
- The company reported a fourth-quarter net loss of 772.5 billion won with an operating loss of 122 billion won on sales of 6.14 trillion won, down 4.8% from a year earlier.
- LG Energy Solution booked a 332.8 billion won Advanced Manufacturing Production Credit under the U.S. Inflation Reduction Act, and excluding it the quarter’s operating loss was 454.8 billion won.
- The quarterly loss was about 391% greater than the average market estimate, according to Yonhap Infomax.
- For 2025, revenue fell 7.6% to 23.67 trillion won while operating profit rose 133.9% to 1.34 trillion won, supported by higher-margin products and a North American ESS ramp-up.
- The company targets 15–20% revenue growth in 2026 by prioritizing small batteries and ESS, planning to lift ESS capacity to over 60 GWh with more than 80% located in North America and to reallocate some JV lines for ESS output.