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Earnings Call

Lumax Industries Earnings Call: Key Takeaways

Lumax Industries achieved record FY26 revenue of ₹4,184 Cr, up 23% YoY, driven by LED lighting now contributing 61% of total sales.

Why this was an Alfa AlertNot a filter event. Results achieved 'highest ever' status but did not mention beating specific prior guided ranges by >10%.
Highlights
Revenue growth23% YoY for FY26.
MarginsEBITDA margin expanded 130 bps YoY to 9.8%.
Order book₹2,200 Crore, 88% LED lighting composition.
Demand visibilitySustained demand momentum across segments; positive industry outlook.
Management confidenceCautiously optimistic for FY27 outlook.

Growth

FY26 Consolidated Revenue grew 23% YoY to ₹4,184 Cr; EBITDA surged 42.8% to ₹412 Cr with 9.8% margin.

Outlook

Healthy order book of ₹2,200 Cr (88% LED); ₹410+ Cr Capex; targeting 100% renewable energy by FY27-28.

Risks

Uncertainties from West Asia conflict impacting production, commodity prices, and fuel costs; 2W/3W segment concentration.

Source

Earnings Call filed with NSE, NSE: LUMAXIND. Summary written with AI assistance from the document.

Read the document ↗

Lumax Industries Ltd: key numbers

Share price
₹5,769.00
Market cap
₹5,393 Cr
Revenue (annual)
₹4,184 Cr
Net profit (annual)
₹172.5 Cr
P/E (TTM)
28.8×Sector 33.6×
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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