Lg Chem Ltd. · KRX:051910
Lg Chem — Q2 2026 Earnings Presentation
16 slides from Lg Chem's earnings presentation, Jul 31, 2026
Slide 1: 2Q 2026 Earnings Release
Secret (Restricted Access) 2026. 07. 31 2Q 2026 Earnings Release
Slide 2: Contents
Secret (Restricted Access) Contents 2Q 2026 Business Results 3–4 Results and Outlook by Business 5–9 Appendix 10 - 14 Income Statement / Financial Position / Cash Flows CAPEX and R&D Expenses Introduction to Electronics Materials
Slide 3: Audit review and forward-looking statements notice
Secret (Restricted Access) The business results currently under audit review are presented here for investors’ convenience. Hence, please be advised that some of the contents may be altered in the course of audit. The financial information included in this material has been prepared on a consolidate
Slide 4: 2Q 2026 Business Results: Sales & Profits Trends
Secret (Restricted Access) 2Q 2026 Business Results Sales & Profits Trends (Consolidated) (Unit: KRW bn) 2025 2026 Sales trend by business LG Chem 2Q 3Q 4Q 1Q 2Q (Unit: KRW bn) Sales 11,908 11,562 11,530 12,247 14,176 14,176 274 11,908 12,247 Operating 11,562 11,530 477 680 -413 -50 600 242 266 Prof
Slide 5: 2Q 2026 Business Results: Financial Position
Secret (Restricted Access) 2Q 2026 Business Results Financial Position (Consolidated) Balance Sheet Financial Ratios (Unit: %) (Unit: KRW tn) 129.6% LG Chem 2025 1Q 2026 2Q 2026 119.7% 114.5% Liabilities / Equity Asset 101.1 105.7 112.2 Cash and 82.4% cash 10.9 9.7 12.7 74.1% 71.8% equivalents Debts
Slide 6: Results & Outlook by Business: Petrochemicals
Secret (Restricted Access) Petrochemicals Advanced Materials Life Sciences Farm Hannong Energy Solution Results & Outlook by Business Petrochemicals 11% (Unit: KRW bn) 5,329 Results 4,696 12% 4,461 4,472 Profitability improved despite lower sales 11% 11% volumes following the temporary shutdown of 1
Slide 7: Results & Outlook by Business: Advanced Materials
Secret (Restricted Access) Petrochemicals Advanced Materials Life Sciences Farm Hannong Energy Solution Results & Outlook by Business Advanced Materials (Unit: KRW bn) 1,060 Results 999 Revenue increased and operating profit turned positive, driven by higher cathode 36% 838 843 material price, incre
Slide 8: Results & Outlook by Business: Life Sciences
Secret (Restricted Access) Petrochemicals Advanced Materials Life Sciences Farm Hannong Energy Solution Results & Outlook by Business Life Sciences (Unit: KRW bn) Results Revenue and profitability increased quarter-on-quarter, primarily driven by higher export shipment volumes. 375 356 369 Sales Out
Slide 9: Results & Outlook by Business: Farm Hannong
Secret (Restricted Access) Petrochemicals Advanced Materials Life Sciences Farm Hannong Energy Solution Results & Outlook by Business Farm Hannong (Unit: KRW bn) Results Revenue and profitability improved YoY, driven by increased sales of crop protection products and advance fertilizer purchases ami
Slide 10: Results & Outlook by Business: Energy Solution
Secret (Restricted Access) Petrochemicals Advanced Materials Life Sciences Farm Hannong Energy Solution Results & Outlook by Business Energy Solution (Unit: KRW bn) Results • Revenue increased, supported by shipment increase from the ESS capacity expansion in North America, along with solid demand o
Slide 11: Appendix: Income Statements
Secret (Restricted Access) Appendix Income Statements (Unit: KRW bn) 2024 2025 2026 LG Chem Year 1Q 2Q 3Q 4Q Year 1Q 2Q Sales 50,180 12,579 11,908 11,562 11,530 47,579 12,247 14,176 Cost of Sales 41,247 10,101 9,518 8,808 9,696 38,123 9,932 11,180 Gross Profit 8,932 2,478 2,390 2,754 1,834 9,456 2,3
Slide 12: Appendix: Financial Position
Secret (Restricted Access) Appendix Financial Position (Unit: KRW bn) 2024 2025 2026 LG Chem 4Q 1Q 2Q 3Q 4Q 1Q 2Q Assets 93,858 95,091 93,952 98,475 101,062 105,663 112,210 Cash and Equivalents 8,068 7,293 8,385 8,593 10,903 9,685 12,696 A/R 8,166 8,783 7,651 7,711 6,725 8,343 9,476 Inventory 8,847
Slide 13: Appendix: Cash Flows
Secret (Restricted Access) Appendix Cash Flows (Unit: KRW bn) 2024 2025 2026 LG Chem Year 1Q 2Q 3Q 4Q Year 1Q 2Q Beginning 9,142 8,068 7,293 8,385 8,593 8,068 10,903 9,685 Cash Balance Operating Activities 7,012 1,891 1,339 2,461 2,544 8,234 -176 1,344 Operating Profit 875 438 477 680 -413 1,181 -50
Slide 14: Appendix: CAPEX & R&D Expenses (excl. Energy Solution)
Secret (Restricted Access) Appendix CAPEX & R&D Expenses (excl. Energy Solution) CAPEX R&D Expenses (Unit: KRW bn) (Unit: KRW bn) LG Chem 2025 1Q 2026 2Q 2026 2026 (P) LG Chem 2025 1Q 2026 2Q 2026 Petrochemicals 915 99 164 790 Petrochemicals 230 58 60 Advanced Advanced 1,671 131 143 612 269 70 78 Ma
Slide 15: Appendix: Introduction to Electronics Materials
Secret (Restricted Access) Appendix Introduction to Electronics Materials Growth Key Semiconductor and Automotive Materials Advancing Memory Next gen technologies & Commercializing New Materials for AI Semiconductors | (Targeting mass production in 2027~2028) CCL (Copper Clad Laminate) Substrate mat
Slide 16: Thank you
Secret (Restricted Access) Thank you LG Twin Tower, 128 Yeoui-daero, Yeongdeungpo-gu, Seoul 07336, Korea Tel. 02-3773-1114 / www.lgchem.com Copyright ⓒ 2026 LG Chem. All Rights Reserved.