| Revenue growth | 23% YoY for FY26; 30% for Q4 FY26. |
|---|---|
| Margins | FY26 EBITDA margin at 9.8% (+130 bps); Q4 at 10.4%. |
| Order book | ₹2,200 crore; 88% composition is LED lighting. |
| Demand visibility | Strong recovery in H2 FY26; robust order book provides visibility. |
| Management confidence | High, targeting double industry growth rate and 13% mid-term margins. |
Growth
FY26 revenue up 23% YoY; PAT grew 23.3% to ₹172.5 crore. Q4 revenue grew 30% YoY.
Outlook
FY27 capex guided at ₹100-150cr. Mid-term EBITDA margin target of 13%. Revenue growth expected at 2x industry.
Risks
Geopolitical tensions in West Asia, commodity price volatility, and potential 3-month lag in passing cost increases.
Last quarter's promises, checked
Delivered
- Guided double-digit EBITDA margin → delivered 10.6% (= BEAT)
- Guided 15-20% revenue growth → delivered 18.7% (= BEAT)
- Guided LED revenue share increase → delivered 61% vs 52% YoY (= BEAT)
Partly delivered
- Guided FY26 Capex ₹220-260cr → delivered ₹350-400cr (= PARTIAL)
Earnings Call filed with NSE, NSE: LUMAXIND. Summary written with AI assistance from the document.
Lumax Industries Ltd: key numbers
- Share price
- ₹5,401.00
- Market cap
- ₹5,049 Cr
- Revenue (annual)
- ₹4,184 Cr
- Net profit (annual)
- ₹172.5 Cr
- P/E (TTM)
- 26.9×Sector 32.1×
- Promoter holding
- 75.00%+0.00% QoQ
- FII holding
- 1.36%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Lumax Industries Ltd
All →Lumax Industries Annual General Meeting
Lumax Industries Limited held its 45th Annual General Meeting on August 26, 2026, via video conferencing to transact business as set out in the AGM notice.
Lumax Industries Investor Presentation: Key Takeaways
Lumax Industries reported Q1 FY27 consolidated revenue of INR 1,223 crore, up 32.6% YoY, driven by robust manufacturing performance and premiumization through LED lighting.
- Call
- Guides 18% growth
Lumax Industries Earnings Call Transcript: Key Takeaways
Lumax Group reports a milestone FY2025 sales turnover of INR 10,045 crores, showcasing its transition into a multi-vertical automotive systems provider.
Lumax Industries Investor Presentation: Key Takeaways
Lumax reported strong Q1FY27 performance with 32.6% YoY consolidated revenue growth to Rs. 1,223 Cr, driven by LED adoption and new product launches across PV and 2W segments.
Lumax Industries Q1 FY27 Results: Net Profit ₹51.1 Cr, Up 41.2% YoY
Lumax Industries Ltd reported revenue from operations of ₹1,223 Cr (+32.6% YoY) and net profit of ₹51.1 Cr (+41.2% YoY) for Q1 FY27.
- Key figure
- Net profit ₹51.1 Cr · +41.2% YoY
Lumax Industries Other Announcement
Lumax Industries has submitted its Business Responsibility and Sustainability Report (BRSR) for the financial year 2025-26, as required under SEBI regulations.