| EBITDA Margin guidance | 9.8% → 10.8% Raised by 0.9 percentage points |
|---|---|
| Management target | Revenue 17.5% FY27 |
| Revenue growth | 32.6% YoY growth recorded in Q1. |
|---|---|
| Margins | Targeting 10.5-11% for FY27; 13% over 3-4 years. |
| Order book | INR 2,500 crore, approximately 90% LED composition. |
| Demand visibility | Healthy festive demand expected despite commodity headwinds. |
| Management confidence | High; citing strong order book and wallet share expansion. |
Growth
Revenue grew 32.6% YoY; EBITDA increased 34% YoY to INR 113 crore; PAT rose 41.2% to INR 51 crore.
Outlook
FY27 capex guidance raised to INR 200-250 crore; targeting 10.5-11% EBITDA margins for full year FY27.
Risks
Commodity inflation impact of 120-130 bps; West Asia crisis causing freight/shipping disruptions and rupee volatility.
Last quarter's promises, checked
Delivered
- Industry 2x growth → delivered 32.6% YoY revenue growth (= BEAT)
- Order book INR 2,200 Cr → delivered INR 2,500 Cr (= BEAT)
Missed
- EBITDA margin 10.5-11% → delivered 9.2% in Q1 (= MISS)
- FY27 Capex INR 100-150 Cr → raised to INR 200-250 Cr (= MISS)
Investor Presentation filed with BSE, 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.
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- Key figure
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