{"id":15500,"date":"2025-11-21T15:06:25","date_gmt":"2025-11-21T09:36:25","guid":{"rendered":"https:\/\/www.torusdigital.com\/toruscope\/?p=15500"},"modified":"2025-11-21T15:06:25","modified_gmt":"2025-11-21T09:36:25","slug":"lenovo-india-q2-results-revenue-surges-23-percent","status":"publish","type":"post","link":"https:\/\/www.torusdigital.com\/toruscope\/news\/lenovo-india-q2-results-revenue-surges-23-percent\/","title":{"rendered":"Lenovo India Q2 Results: Revenue Surges 23% to USD 1.2 Billion as Group Net Income Slips 5%"},"content":{"rendered":"

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Lenovo India has reported a robust second quarter, registering a 23 per cent year-on-year rise in revenue to USD 1.2 billion for the September quarter. The momentum was fuelled by accelerating digitisation, rising premiumisation trends, and improved consumer sentiment following the GST rejig.<\/p>\n

According to Shailendra Katyal, Vice President and Managing Director of Lenovo India, the company is successfully leveraging India\u2019s expanding presence as a global hub for digital capability centres and enterprise transformation initiatives. This foundation, combined with Lenovo\u2019s extensive installed base, has strengthened its position in hybrid AI solutions.<\/p>\n

Katyal noted that Lenovo\u2019s performance this quarter was driven by broad-based demand across categories and strong adoption of its AI-powered technology offerings among retail customers, MSMEs, and large enterprises.<\/p>\n

<\/span>Group-Level Business Performance<\/strong><\/span><\/h2>\n

At the global level, Lenovo Group reported a record revenue of USD 20.5 billion, reflecting a 15 per cent increase year-on-year. Despite this strong topline growth, net income declined 5 per cent year-on-year to USD 340 million.<\/p>\n

AI continued to play a central role in the company\u2019s growth strategy. Lenovo stated that its AI-related revenue mix increased by 13 percentage points, now forming 30 per cent of total Group revenue for the quarter. The surge was largely powered by high double-digit growth in AI servers and triple-digit expansion in AI PCs, AI smartphones, and AI services.<\/p>\n

Lenovo Group CEO Yuanqing Yang said the company is capitalising on the rapid democratisation of AI and is committed to advancing both personal and enterprise AI. He added that Lenovo\u2019s global-local operating model positions it well to navigate market uncertainties while capturing emerging hybrid AI opportunities.<\/p>\n

<\/span>Business Group Highlights<\/strong><\/span><\/h2>\n

<\/span>Intelligent Devices Group<\/strong><\/span><\/h3>\n

Lenovo\u2019s core engine for personal AI innovation, the Intelligent Devices Group, reported USD 15.1 billion in revenue, marking a nearly 12 per cent year-on-year increase.<\/p>\n

The PC segment continued to strengthen, with Lenovo\u2019s global market share rising to 25.6 per cent, while AI PCs made up 33 per cent of all Lenovo PC shipments during the quarter.<\/p>\n


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