N※N

LG Electronics: Smart-Home Innovation Drives 9.4% Revenue Growth and Attractive Valuation

  //stocks-investing.news-articles.net/content/202 .. 9-4-revenue-growth-and-attractive-valuation.html
  Published in Stocks and Investing on Monday, December 22nd 2025 at 23:56 GMT by Zee Business

• 🞛 This publication is a summary or evaluation of another publication
• 🞛 This publication contains editorial commentary or bias from the source

2025-12-22 224 x 224 / 6455 Bytes

2025-12-22 217 x 224 / 11175 Bytes

2025-12-22 224 x 224 / 4389 Bytes

Analyst Picks for 23 Dec 2025: LG Electronics, NMDC Ltd., and Dalmia Bharat – A Fundamental‑Driven Portfolio Play

The latest market commentary from Zeebiz on 23 December 2025 has put three stocks—LG Electronics, NMDC Ltd., and Dalmia Bharat—at the centre of a disciplined fundamental‑value strategy. The article, titled “Stocks to buy on Dec‑23‑2025: Analyst fundamental picks – LG Electronics, NMDC, Dalmia Bharat”, offers a concise yet thorough snapshot of why these names, spanning consumer electronics, mining, and steel, are now deemed attractive entry points for long‑term investors.

1. LG Electronics (Ticker: LGEL)

Industry & Business Overview

LG Electronics, headquartered in Seoul, Korea, is a global leader in consumer electronics and home appliances. Its portfolio includes TVs, smartphones, refrigerators, air‑conditioning units, and a growing presence in the connected‑home market. The company has recently expanded its smart‑home ecosystem, leveraging artificial intelligence and Internet‑of‑Things (IoT) integration.

Fundamental Highlights

• Revenue Growth: The FY 2025 quarter saw a 9.4 % YoY rise in sales, driven primarily by a 15 % increase in the home‑appliance segment. The company’s overseas sales accounted for 63 % of total revenue, underscoring its strong global footprint.
• Profitability: LG Electronics posted an EBIT margin of 9.8 %, up from 8.7 % in FY 2024, thanks to higher gross margins and disciplined cost management.
• Valuation: At the time of writing, the stock traded at a forward P/E of 15.6×, comfortably below the industry median of 18.2×. The PEG ratio, incorporating a 6 % projected earnings growth, stood at 1.1, indicating modest upside potential.
• Dividend Policy: With a dividend payout ratio of 28 %, the company offers a modest yield of 2.5 %, providing a cushion for risk‑averse investors.

Why the Analyst Likes LG Electronics

The analyst’s primary thesis hinges on the company’s continued innovation pipeline and the rapid adoption of smart‑home solutions in both developed and emerging markets. A key catalyst cited is the launch of the “LG Quantum‑AI” refrigerator line, which is expected to command a 25 % premium over competitors in the first year. Moreover, the company’s robust supply‑chain partnership with key semiconductor suppliers has reduced lead‑time risks, bolstering earnings stability.

The article also references LG Electronics’ Q4 FY 2025 earnings release (link provided) that confirms an upward revision of its 2026 sales outlook by 7 %, a detail that strengthens the upside thesis.

2. NMDC Ltd. (Ticker: NMDCL)

Industry & Business Overview

NMDC Ltd. (National Metal Development Corporation) is a flagship Indian state‑owned mining company that primarily extracts copper, iron ore, and limestone. The company operates through a network of mining and metallurgical facilities across Karnataka, Gujarat, and Maharashtra.

Fundamental Highlights

• Revenue & Production: In FY 2025, NMDC reported a 12 % YoY increase in revenue, driven by higher copper and iron‑ore output volumes. The company’s copper output rose to 1.2 million tonnes, up 8 % from the previous year.
• Margin Expansion: Despite a mild dip in copper prices, the company managed a 2.3 % rise in operating margin thanks to improved operational efficiencies and cost‑optimization initiatives in its smelting units.
• Capital Expenditure: The FY 2025 capex was ₹18 billion, aimed at expanding the mining capacity of the Chandrakanth copper mine and modernizing the Kolar smelter.
• Valuation: The stock trades at a forward P/E of 13.1×, lower than the sector average of 15.5×, with a PEG of 0.9—suggesting an attractive valuation relative to growth prospects.

Why the Analyst Likes NMDC Ltd.

The analyst underscores NMDC’s strategic positioning as India’s most valuable copper producer. With global copper demand expected to rise 4 % annually over the next five years—driven by renewable‑energy infrastructure and electric‑vehicle (EV) adoption—the company’s copper output is set to capture a substantial share. The article links to NMDC’s recent government‑backed “Copper 2030” policy brief, which details a planned expansion of copper production capacity to 6 million tonnes by 2030.

Risk factors highlighted include commodity price volatility and regulatory delays in project approvals. However, the company’s diversified commodity mix (iron ore, limestone, and copper) mitigates sector‑specific risks.

3. Dalmia Bharat Group (Ticker: DBT)

Industry & Business Overview

Dalmia Bharat, a conglomerate headquartered in Kolkata, is one of India’s largest integrated steel producers. Its operations span steel manufacturing, mining, power generation, and chemicals. The group has recently diversified into high‑value‑added steel products such as stainless steel and specialty alloys.

Fundamental Highlights

• Revenue & Profitability: FY 2025 revenue rose 5.8 % YoY to ₹22 billion, with a net profit of ₹2.5 billion—up 9 % from FY 2024. The company maintained a net profit margin of 11.4 %, up from 10.2 % previously.
• Capital Structure: With a debt‑to‑equity ratio of 0.45, Dalmia Bharat’s balance sheet remains strong, providing room for future expansion and M&A activity.
• Valuation: The forward P/E sits at 18.3×, slightly above the sector median but justified by higher growth expectations. The PEG ratio is 1.3, indicating moderate upside potential when factoring in a projected 15 % earnings growth over the next three years.
• Dividend Yield: The group offers a dividend yield of 3.1 %, backed by a consistent payout policy that has risen by 4 % annually over the last five years.

Why the Analyst Likes Dalmia Bharat

The analyst’s case is built around India’s infrastructural renaissance. With the government’s “Build‑Build‑Build” scheme and a projected 5 % CAGR in domestic steel demand, Dalmia Bharat’s integrated model positions it to benefit from both end‑market growth and operational synergies. The article also references the group’s latest quarterly report (link provided) that details a planned expansion of its steel‑making capacity by 2 million tonnes over the next four years, targeting the high‑margin specialty steel segment.

Additionally, the analyst highlights Dalmia Bharat’s sustainable energy initiatives—such as the installation of a 100 MW solar farm at its Bhiwadi plant—to offset rising carbon costs and improve the firm’s ESG score, a factor increasingly influencing institutional investors.

Macro‑Context & Risk Considerations

The Zeebiz article frames the three picks within a broader macroeconomic backdrop:

• Interest Rates: India’s Reserve Bank has kept policy rates low, encouraging borrowing and capital spending in the manufacturing sector.
• Inflation: While headline inflation is moderating, input‑cost inflation—particularly in the mining and steel sectors—remains a risk.
• Global Trade: Ongoing trade tensions between major economies may affect export demand for LG Electronics and Dalmia Bharat.

The analyst acknowledges that while the fundamentals of each company are robust, external variables such as commodity price swings (copper for NMDC, steel for Dalmia) and currency fluctuations (USD/INR) could materially impact returns.

Bottom Line

The Zeebiz article delivers a compelling case for investing in LG Electronics, NMDC Ltd., and Dalmia Bharat as of 23 December 2025. Each stock is selected based on:

1. Solid Earnings Momentum – All three firms report above‑average revenue growth and improving margins.
2. Favourable Valuation – Relative to peers, the forward P/Es and PEG ratios are attractive.
3. Strategic Drivers – From smart‑home innovation and copper demand to infrastructure‑driven steel consumption, each company is poised to capture macro‑level trends.
4. Risk‑Reward Balance – While commodity price and regulatory risks exist, diversified product lines and prudent capital structures provide a cushion.

For investors seeking a diversified long‑term play that spans technology, mining, and steel—sectors that are expected to thrive in a technology‑driven, infrastructure‑rich future—the article’s picks present a balanced mix of growth potential, valuation discipline, and dividend appeal.