Lenovo India has delivered a strong FY25-26 performance, reporting 23% year-on-year revenue growth and an impressive 34% growth in Q4 FY25-26, reinforcing its growing market strength despite a challenging global business environment. The robust momentum in India comes alongside Lenovo Group achieving the strongest financial year in its history globally, with record revenue of US$83.1 billion and significant growth driven by enterprise demand and AI-led innovation.
On this achievement, Shailendra Katyal, VP and Managing Director, Lenovo India said, "FY25-26 has been a strong year for Lenovo India, with our full-year revenue growing 23% year-on-year and Q4 FY25-26 revenue growth at 34% year-on-year, despite a complex external environment. We continued to strengthen our market share across our business groups, with strong growth and demand seen in enterprise solutions."
He further added, "This strong financial performance was driven by our innovation, our hybrid-AI strategy, and the resilience and agility of our global supply chain. We are well-positioned to lead in the AI democratization era with our focus across Personal AI, Enterprise AI, Services and Solutions. As AI adoption moves from experimentation to measurable business outcomes, our focus remains on helping customers turn AI into real business value with greater speed, flexibility and impact."
Lenovo Group Limited, together with its subsidiaries (‘the Group’), reported fourth quarter and full year results for fiscal year 2025/26, marking an exceptional Q4 and the strongest year in the Group’s history. During the quarter, overall Group revenue reached an all-time fourth quarter high of US$21.6 billion, up 27% year-on-year, marking the highest year-on-year growth rate in five years, with adjusted net income doubling year-on-year to US$559 million. AI-related revenue stood out as a leading growth engine, growing 84% year-on-year to account for 38% of total Group revenue in Q4.
Chairman and CEO, Yuanqing Yang said, “Lenovo concluded its best year ever with an exceptional fourth quarter, where we delivered on our promises. We returned our Infrastructure Solutions Group to a sustainable and profitable growth trajectory and achieved hyper-growth by capturing the opportunity of the booming AI infrastructure market. Through firm execution of our Hybrid AI strategy, we are uniquely positioned to lead in the new wave of AI inferencing and democratization. With strong momentum across all our businesses, we are confident in our ambition to become a US$100 billion company within the next two years, while continuing to deliver strong returns for our shareholders.
For the full year, the Group delivered record revenue of US$83.1 billion, with adjusted net income growing 42% year-on-year to US$2 billion. All business groups achieved solid double-digit year-on-year revenue growth, with a notable record full-year performance from the Infrastructure Solutions Group (ISG) with revenue of US$19.2 billion, full-year profitability, and US$142 million year-on-year improvement in operating profit. AI-related revenue doubled year-on-year accounting for 33% of Group revenue in the full year.
The fourth quarter and full-year results demonstrate the Group’s ability to sustain growth and strengthen its competitive position while navigating a complex external environment marked by supply shortages and rising component costs. Its operational excellence - underpinned by a balanced global business and manufacturing footprint, and global-local operating model - has delivered strong structural resilience in a volatile environment.
The Group also continued to increase investment in innovation, with R&D expenses rising 16% year-on-year in the fourth quarter to 3.5% of Group revenue and increasing 9% year-on-year to 3% of full year Group revenue. At the same time, continued progress in delivering its Hybrid AI vision is positioning Lenovo at the forefront of the AI inferencing and democratization era.
Lenovo’s Board of Directors declared a final dividend of 33.70 HK cents per share for the fiscal year ended March 31, 2026.
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