Company Profile · Industrials

LG Energy Solution Ltd

373220 · Korea
Industry
Lithium Batteries & Energy Storage
Exchange
Korea
Country
Korea
Employees
12,433
Website
www.lgensol.com
Current Price
385,500
Live · Jun 11, 2026
Fair Buy
≤ 290,000
Margin-of-safety entry
Baillie Growth Score
42/100
Weak
Intrinsic Value · Three-Tier Range Current price 385,500 Live · Within the fair intrinsic-value range

Composite valuation range · conservative 250,000–290,000 / fair 360,000–430,000 / optimistic 550,000–620,000. At 385,500, Within the fair intrinsic-value range.

At publication 404,500 (Jun 20, 2026)

Research on this stock
LG Energy Solution, Ltd.
373220 · Korea
Hold
LG Energy Solution: Strategic Assets, Unproven Returns

LG Energy Solution is the largest Korean large-format battery maker, running a three-part machine of automotive cells for global OEMs, IRA-localized North American capacity, and a fast-growing energy-storage pivot, with 2025 revenue of ₩23.7tn. The 2026 question is whether it can earn real returns on a ₩42.6tn asset base: Q1 2026 still posted a ₩207.8bn operating loss even after ₩189.8bn of AMPC credits, though 46-series backlog has topped 440 GWh and ESS is becoming a credible second leg. Rating Hold: at ₩404,500 the stock trades near 4.0x sales and already prices a recovery, leaving no clear margin of safety until ex-credit profitability inflects.

Lithium Batteries & Energy Storage Baillie 42 Jun 20, 2026
About the company

LG Energy Solution, Ltd. provides energy solutions worldwide. The company offers automotive batteries, which include pouch-type battery cells, modules/packs, and battery management system products for use in electric vehicle batteries; mobility and IT batteries for various applications in IT devices, such as smartphones and laptops, as well as light electric vehicles, electric bicycles, power tools, and wireless earphones; and energy storage systems that are used in power grids, UPS, and commercial and residential applications. It operates in South Korea, China, and the United States. LG Energy Solution, Ltd. was founded in 2020 and is headquartered in Seoul, South Korea. LG Energy Solution, Ltd. is a subsidiary of LG Chem, Ltd.

Financial snapshot
Market cap₩103.55T
Revenue (TTM)₩23.5T
EBITDA₩4.37T
Profit margin-6.82%
ROE-3.56%
Forward P/E131.58
PEG3.36
52-week range₩280,500 – ₩527,000

Data from EODHD, shown in the reporting currency; for reference only, not investment advice.

Background

History

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Industry position

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