| 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
- ₹5,769.00
- 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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