Lg Chem Ltd. · KRX:051910
Lg Chem — Q1 2026 Earnings Presentation
15 slides from Lg Chem's earnings presentation, Apr 30, 2026
Slide 1: 1Q 2026 Earnings Release
Secret (Restricted Access) 2026. 04. 30 1Q 2026 Earnings Release
Slide 2: Contents
Secret (Restricted Access) Contents 1Q 2026 Business Results 3–4 Results and Outlook by Business 5–9 Appendix 10 - 13 Income Statement / Financial Position / Cash Flows CAPEX and R&D Expenses
Slide 3: Audit review and forward-looking 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: 1Q 2026 Business Results
Secret (Restricted Access) 1Q 2026 Business Results Sales & Profits Trends (consolidated) (Unit: KRW bn) 2025 2026 Sales trend by business LG Chem 1Q 2Q 3Q 4Q 1Q (Unit: KRW bn) Sales 12,579 11,908 11,562 11,530 12,247 12,579 246 11,908 12,247 Operating 11,562 11,530 438 477 680 -413 -50 242 266 Prof
Slide 5: 1Q 2026 Business Results: Financial Position
Secret (Restricted Access) 1Q 2026 Business Results Financial Position (consolidated) Balance Sheet Financial Ratios (Unit: %) (Unit: KRW tn) LG Chem 2024 2025 1Q 2026 119.7% 114.5% Asset 93.9 101.1 105.7 95.6% Liabilities / Equity Cash and cash 8.1 10.9 9.7 71.8% 74.1% equivalents 57.0% 54.0% Liabi
Slide 6: Results & Outlook by Business: Petrochemicals
Secret (Restricted Access) Petrochemicals Advanced Materials Life Sciences Farm Hannong Energy Solution Results & Outlook by Business Petrochemicals (Unit: KRW bn) 4,781 Results 4,696 4,461 4,472 Profitability improved QoQ, driven by 11% 11% 11% 12% a favorable inventory lag effect from 3,947 10% 10
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) Results 1,440 Revenue increased and losses narrowed, driven by expanded cathode material volumes and the launch of new semiconductor
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 Despite a QoQ decline in revenue caused by timing differences in export shipments, profitability improved on lower R&D and market
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, driven by expanded domestic sales of crop protection products, along with increased fertilizer
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 despite a decline in North American EV pouch volumes, supported by higher ESS shipments and continued stabl
Slide 11: Appendix: Income Statements
Secret (Restricted Access) Appendix Income Statements (Unit: KRW bn) 2024 2025 2026 LG Chem 1Q 2Q 3Q 4Q Year 1Q 2Q 3Q 4Q Year 1Q Sales 11,745 12,690 13,086 12,658 50,180 12,579 11,908 11,562 11,530 47,579 12,247 Cost of Sales 9,672 10,390 10,353 10,833 41,247 10,101 9,518 8,808 9,696 38,123 9,932 Gr
Slide 12: Appendix: Financial Position
Secret (Restricted Access) Appendix Financial Position (Unit: KRW bn) 2024 2025 2026 LG Chem 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q Assets 82,116 84,188 88,795 93,858 95,091 93,952 98,475 101,062 105,663 Cash and Equivalents 9,294 7,170 8,834 8,068 7,293 8,385 8,593 10,903 9,685 A/R 8,152 8,857 8,659 8,166 8,78
Slide 13: Appendix: Cash Flows
Secret (Restricted Access) Appendix Cash Flows (Unit: KRW bn) 2024 2025 2026 LG Chem 1Q 2Q 3Q 4Q Year 1Q 2Q 3Q 4Q Year 1Q Beginning 9,142 9,294 7,170 8,834 9,142 8,068 7,293 8,385 8,593 8,068 10,903 Cash Balance Operating 454 1,490 842 4,227 7,012 1,891 1,339 2,461 2,544 8,234 -176 Activities Operat
Slide 14: Appendix: CAPEX & R&D Expenses
Secret (Restricted Access) Appendix CAPEX & R&D Expenses (excl. Energy Solution) CAPEX R&D Expenses (Unit: KRW bn) (Unit: KRW bn) LG Chem 2024 2025 1Q 2026 LG Chem 2024 2025 1Q 2026 Petrochemicals 1,007 915 99 Petrochemicals 239 230 58 Advanced Advanced 960 1,671 131 237 269 70 Materials Materials L
Slide 15: 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.