LG Energy Solution FY 2025 Annual Report
Beta

Filed: March 12, 2026· period ending December 31, 2025DART

LG Energy Solution 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 Energy Solution FY 2025 Annual Report Analysis

Business Overview

  • Global battery manufacturer (EV, ESS, small applications) with consolidated revenue KRW 23.7T and operating profit KRW 1.35T in FY2025
  • EV battery global market share declined to 9.2% in FY2025 from 10.8% in FY2024 and 13.6% in FY2023, reflecting intensifying Chinese competition

Management Discussion & Analysis

  • LG Energy Solution FY2025 revenue KRW 23.67T, down from KRW 25.62T; operating profit KRW 1.35T vs KRW 575B prior year — OP more than doubled YoY despite revenue decline
  • Net income attributable to parent shareholders negative KRW 1.07T (loss per share KRW 4,585), worse than KRW 1.02T loss in FY2024

Risk Factors

  • USD net liability exposure KRW 6,886,780M (assets KRW 2,398,017M vs liabilities KRW 9,284,797M); 10% KRW depreciation hits pre-tax profit –KRW 688,678M (–KRW 100,517M net of hedges)
  • Interest rate sensitivity doubled YoY: 100bp rise impacts P&L –KRW 75,104M (vs –KRW 46,125M prior year), reflecting sharply higher floating-rate debt

LG Energy Solution FY 2025 Key Financial Metrics
DART

Revenue

KRW 23.67T

-7.6% YoY

Net Income

KRW 80.8B

-76.1% YoY

Gross Margin

17.9%

+458bp YoY

Operating Margin

5.7%

+344bp YoY

Net Margin

0.3%

-98bp YoY

ROE

0.4%

-120bp YoY

Total Assets

KRW 67.15T

+11.3% YoY

Operating Cash Flow

KRW 4.43T

-13.3% YoY

CapEx

KRW 10.83T

-12.6% YoY

Source: KIFRS consolidated financial data from LG Energy Solution 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