LG Innotek FY 2025 Annual Report
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Filed: March 12, 2026· period ending December 31, 2025DART

LG Innotek annual report for FY 2025, filed with DART (Korea Financial Supervisory Service) on March 12, 2026. This page provides AI-powered English analysis including business overview, management discussion & analysis (MD&A), risk factors, and KIFRS consolidated financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE).

LG Innotek FY 2025 Annual Report Analysis

Business Overview

  • LG Innotek total revenue KRW 21.90T in FY2025, up 3.3% YoY; Optical Solutions (camera modules) dominant at 83.6% of revenue
  • Mobile camera module market share declined to 33.4% in FY2025 from 35.1% in FY2024 and 36.2% in FY2023 — three-year downtrend

Management Discussion & Analysis

  • LG Innotek FY2025 revenue KRW 21.90T (+3% YoY); OP KRW 665.0B (-6% YoY); net income KRW 341.3B (-24% YoY)
  • Optical Solutions segment revenue KRW 18.32T (+KRW 518.4B YoY) — driven by new smartphone model sales; OP KRW 482.2B (-KRW 114.4B YoY) despite volume growth

Risk Factors

  • USD/KRW cross-currency swap (Shinhan Bank, USD 50M at 1,171 KRW/USD) expires Oct 2026; fair value asset KRW 14.8B as of Dec 2025, down from KRW 18.0B in Dec 2024
  • ING Bank interest rate swap (KRW 100B notional, pay 3.68% fixed) runs to Aug 2028; fair value liability KRW 1.8B, improved from KRW 3.5B liability in Dec 2024

LG Innotek FY 2025 Key Financial Metrics
DART

Revenue

KRW 21.90T

+3.3% YoY

Net Income

KRW 341.3B

-24.0% YoY

Gross Margin

8.0%

-23bp YoY

Operating Margin

3.0%

-29bp YoY

Net Margin

1.6%

-56bp YoY

ROE

5.9%

-247bp YoY

Total Assets

KRW 11.93T

+4.9% YoY

EPS (Diluted)

KRW 14,421

-24.0% YoY

Operating Cash Flow

KRW 1.33T

+19.9% YoY

CapEx

KRW 611.0B

-30.5% YoY

Source: KIFRS consolidated financial data from LG Innotek annual report on DART. All figures in KRW.

Source: DART (Korea Financial Supervisory Service) · AI summaries generated from the original Korean filing (English output) · Beta: coverage is expanding