LG Chem Ltd. · KRX:051910
LG Chem — Q3 2026 Earnings Presentation
15 slides from LG Chem's earnings presentation, Nov 5, 2026
Slide 1: 3Q 2026 Earnings Release
Secret (Restricted Access) 2026. 11. 05 3Q 2026 Earnings Release
Slide 2: Contents
Secret (Restricted Access) 3Q 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 statement 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: 3Q 2026 Business Results: Sales & Profits Trends
Secret (Restricted Access) 3Q 2026 Business Results Sales & Profits Trends (Consolidated) (Unit: KRW bn) 2025 2026 Sales trend by business LG Chem 3Q 4Q 1Q 2Q 3Q (Unit: KRW bn) 15,496 Sales 11,562 11,530 12,247 14,176 15,496 14,176 100 274 12,247 Operating 11,562 11,530 680 -413 -50 600 561 266 Prof
Slide 5: 3Q 2026 Business Results: Financial Position
Secret (Restricted Access) 3Q 2026 Business Results Financial Position (Consolidated) Balance Sheet Financial Ratios (Unit: KRW tn) (Unit: %) LG Chem 2025 2Q 2026 3Q 2026 134.4% Asset 101.1 112.2 102.2 129.6% 114.5% Cash and Liabilities / Equity cash 10.9 12.7 9.2 equivalents 82.4% 81.5% 71.8% 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 11% (Unit: KRW bn) 5,329 4,755 Results 12% 4,461 4,472 Turned to an operating loss, driven by 11% 12% 12% narrower spreads in key products amid 11% 3,9
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) 1,073 Results 999 Profitability improved due to an increase in 843 Battery Materials volumes and the 838 26% 36% recognition of one-
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 declined quarter-on-quarter on lower export shipment volumes and increased R&D expenses. 375 356 369 Sa
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 Despite higher sales of crop protection products and seeds, revenue and profitability edged down year-on-year due to the base effe
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 grew, driven by a significant increase in ESS shipments, along with the solid expansion of EV cylindrical and High-vo
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 3Q Sales 50,180 12,579 11,908 11,562 11,530 47,579 12,247 14,176 15,496 Cost of Sales 41,247 10,101 9,518 8,808 9,696 38,123 9,932 11,180 12,448 Gross Profit 8,932 2,478 2,390 2,75
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 3Q Assets 93,858 95,091 93,952 98,475 101,062 105,663 112,210 102,222 Cash and Equivalents 8,068 7,293 8,385 8,593 10,903 9,685 12,696 9,202 A/R 8,166 8,783 7,651 7,711 6,725 8,343 9,476
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 3Q Beginning 9,142 8,068 7,293 8,385 8,593 8,068 10,903 9,685 12,696 Cash Balance Operating 7,012 1,891 1,339 2,461 2,544 8,234 -176 1,344 395 Activities Operating Profit 875 438 477 680
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) YTD YTD LG Chem 2025 3Q 2026 2026 (P) LG Chem 2025 2Q 2026 3Q 2026 3Q26 3Q26 Petrochemicals 915 149 411 790 Petrochemicals 230 60 58 176 Advanced Advanced 1,671 143 418 6
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.