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LG Energy Solution lost $600 million in 2025 due to weak EV demand but boosted operating profit 134% by shifting to high-margin energy storage systems and North American incentives.
LG Energy Solution reported a 2025 net loss of 772.5 billion won due to weakening EV demand, but its operating profit surged 133.9% to 1.34 trillion won, driven by a strategic shift to high-margin energy storage systems (ESS) and North American production incentives.
Despite a 7.6% revenue drop to 23.67 trillion won, the company expanded ESS production and secured a 140GWh order backlog.
For 2026, it aims for 15%–20% revenue growth, focusing on ESS, small batteries, and new markets like robotics, while cutting capital spending and selling non-core assets.
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LG Energy Solution perdió 600 millones de dólares en 2025 debido a la débil demanda de vehículos eléctricos, pero aumentó las ganancias operativas en un 134% al cambiar a sistemas de almacenamiento de energía de alto margen e incentivos en América del Norte.