Sunday, November 9, 2025

Three ways LG Electronics taps into India’s premium consumer market, says Matt Orton

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Matt Orton, Chief Market Strategist at Raymond James Investment, says the upcoming LG Electronics India is generating excitement for several reasons. According to him, the company operates in a higher-quality segment of the consumer market and benefits from strong investor enthusiasm.Orton highlighted the company’s ability to tap into the premiumisation trend, which he likens to his long-standing interest in companies like Mahindra and Mahindra. “It’s playing into the concept of a burgeoning middle class and the ability to push premium products,” he explained. He added that such a strategy typically leads to better margins, which in turn improves cash flow and profitability.

Beyond the LG, Orton expressed optimism about the Indian tech and quick commerce space. He pointed to companies like Swiggy and Eternal, stating that the monetisation of investments in these platforms looks promising. He also cited Paytm data as encouraging, reflecting the resilience and spending power of the Indian consumer.

“Tech in India is starting on a good foot,” Orton said, noting that the sector is no longer experiencing the severe downturns of the past. He is hopeful that stabilising earnings will attract increased foreign investor attention, paving the way for growth in the coming years.

Also Read: LG Electronics India shares can rise 83%, Motilal Oswal projects in ‘bull case’ scenario

For the entire interview, watch the accompanying video

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