Shares of LG Electronics India fell as much as 4% to their day’s low of Rs 1,474 on the BSE on Friday after it reported a net profit of Rs 693 crore for the March quarter, down 8% compared with Rs 755 crore in the year-ago period. The home appliances and entertainment products maker posted revenue of Rs 8,054 crore in Q4FY26, marking an 8% increase from Rs 7,448 crore a year earlier. On a sequential basis, profit after tax surged 672% from Rs 90 crore reported in Q3FY26, while revenue rose 96% quarter-on-quarter from Rs 4,114 crore in the October-December period.In a media release, LGE India said that the March quarter marked its highest-ever quarterly performance, with EBITDA margin coming in at 11.7% for Q4FY26.The company attributed the strong quarterly show to a broad-based recovery in demand across categories and continued premiumisation trends led by large-screen televisions, French-door refrigerators, fully automatic washing machines, and 5-star-rated air conditioners. The company also said it continued to maintain market leadership across key product segments.LG Electronics share: Buy, sell or hold?Morgan Stanley maintained its “Overweight” rating on the stock with a target price of Rs 1,726, an upside of 13%. The brokerage said industry-wide price hikes are currently underway to offset pressure from elevated commodity costs. It added that management expects input cost pressures to gradually ease as geopolitical conditions stabilise.LG Electronics outlookThe company said that its FY27 strategy will focus on expanding exports, strengthening its premium portfolio, and scaling up manufacturing capacity to cater to both domestic and overseas demand.The company expects exports of its Essential Series range to reach 22 countries across Asia, the Middle East, and Africa in 2026. It also plans to pursue a two-track strategy by expanding its premium product portfolio while simultaneously strengthening the LG Essential lineup through new product launches across categories.Commenting on the performance, Hong Ju Jeon said the company delivered its highest-ever quarterly revenue in Q4FY26, reflecting the strength of its brand and resilience of its business model despite a challenging global environment.He said that LG Electronics India remains focused on customers, agility and growth while navigating macroeconomic challenges through calibrated actions and continued investments in premiumisation. He added that India’s long-term structural growth story remains strong and the company is well-positioned to capture future opportunities.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)