1. Key Factors for LG CNS Q2 Earnings

The key question is whether LG CNS can continue the growth of its Cloud & AI division seen in Q1. Investors should focus on revenue and operating profit growth rates, and changes in operating profit margin. The company’s growth strategies for Smart Engineering and Digital Business Service will also be important.

2. Decoding the Q1 Success

LG CNS achieved remarkable results in Q1 2025, with revenue of KRW 1.2114 trillion and increased operating profit. Key success factors include increased demand for cloud transformation and AI adoption, global cloud partnerships, and strengthening of its own AX (AI Transformation) expertise.

3. Generative AI and the Future of LG CNS

The growth of the generative AI and Agentic AI market presents significant opportunities for LG CNS. Pay attention to the future strategies and growth plans announced at this IR, particularly investment plans and achievements related to new technologies, and overseas market entry strategies.

4. Investment Considerations

Consider the impact of macroeconomic factors such as US interest rates, USD/KRW exchange rate, and international oil prices, as well as the cyclical sensitivity of the IT services industry. It’s crucial to review LG CNS’s risk management strategies and plans for应对 potential economic downturns.

5. Investor Action Plan

After the August 4th IR, make informed investment decisions by comprehensively analyzing the announced Q2 results, future strategies, market reactions, and securities firm reports.