LG Electronics is eyeing a ₹170 target today, a 17% lift from the current price of roughly ₹145, as analysts flag a 20% revenue growth outlook for FY27. The 5–7% AC price hike that began on October 1 is expected to cushion input‑cost inflation and keep retail‑acquisition‑cost margins steady.
LG’s diversified lineup—washing machines, TVs, refrigerators, and RACs—should drive the second half of FY27, while the Sri City expansion is anticipated to add scale and localization benefits over the long haul. The company’s 13%/30%/32% revenue/EBITDA/PAT CAGR forecast for FY26–28 underscores a solid earnings trajectory.
Arvind is positioned to benefit from industry consolidation, with global buyers leaning toward larger, compliant suppliers. The firm’s integrated textile and apparel platform is poised to capture incremental market share as sourcing shifts toward India, especially with the India‑UK and potential India‑EU FTAs enhancing export competitiveness.
Forecasts put advanced‑materials growth at 17% CAGR and garments at 15% over the next two years, nudging gross margin toward 52% and EBITDA margin to 11.4%. Export demand in the US, UK, and EU is already showing a 2–5% year‑to‑date uptick.
Looking ahead, analysts expect both companies to report solid earnings next quarter. LG’s focus on premiumization and the Arvind‑textile consolidation narrative should keep the stocks in the radar of long‑term investors seeking stable, upward‑trending returns.