| Revenue growth | 32.6% YoY consolidated; 36.8% YoY standalone manufacturing revenue. |
|---|---|
| Margins | Consolidated EBITDA margins stable at 9.2%; standalone expanded to 10.2%. |
| Order book | Rs. 2,500 Cr with ~90% LED lighting composition. |
| Demand visibility | Strong; healthy order book of Rs. 2,500 Cr. |
| Management confidence | High; citing resilient business model and outpacing industry trends. |
Growth
Consolidated Q1FY27 Revenue up 32.6%, EBITDA up 33.7%, and PAT up 41.2% YoY. Standalone PAT surged 104.6%.
Outlook
Order book stands at Rs. 2,500 Cr (90% LED). Targets 30% gender diversity and 100% renewable energy by FY28.
Risks
Management flagged geopolitical challenges, supply chain disruptions, and volatility in input costs as potential headwinds.
Last quarter's promises, checked
Delivered
- Guided 10.5%-11% FY27 EBITDA margin → delivered 9.2% (Q1FY27) (= PARTIAL)
- Guided FY27 growth at 2x industry → delivered 32.6% YoY revenue growth (= BEAT)
- Guided LED order book ~88% → delivered ~90% LED composition (= BEAT)
Partly delivered
- Guided FY27 Capex INR 100-150 Cr → delivered INR 410+ Cr in FY26/early FY27 (= PARTIAL)
Investor Presentation filed with NSE, NSE: LUMAXIND. Summary written with AI assistance from the document.
Lumax Industries Ltd: key numbers
- Share price
- ₹5,401.50
- Market cap
- ₹5,049 Cr
- Revenue (annual)
- ₹4,184 Cr
- Net profit (annual)
- ₹172.5 Cr
- P/E (TTM)
- 26.9×Sector 31.7×
- 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
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- Key figure
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Lumax Industries Annual Report
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