ALFA Finder| 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
- ₹5,603.60
- Market cap
- ₹5,238 Cr
- Revenue (annual)
- ₹4,184 Cr
- Net profit (annual)
- ₹172.5 Cr
- P/E (TTM)
- 25.7×Sector 32.5×
- Promoter holding
- 75.00%+0.00% QoQ
- FII holding
- 1.73%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 Other Announcement
Lumax Industries informed exchanges that its RTA, KFin Technologies, is moving its corporate office effective 1 December 2026. The registered office is unchanged.
Lumax Industries Earnings Call Transcript: Key Takeaways
Lumax reported strong 33% revenue growth, raising full-year guidance despite temporary margin pressure from West Asia conflict-related supply chain and raw material costs.
- Call
- Guides 25% growth
Lumax Industries Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹1,342 Cr (+33% YoY), PAT ₹52 Cr (+46%). EBITDA margin 8.2% (-80 bps) on geopolitical supply-chain and input-cost pressure.
Lumax Industries Results Update
Lumax Industries released Q2 and H1 FY27 investor results: Q2 revenue rose 33% to Rs.1,342 Cr and PAT rose 46% to Rs.52 Cr. The release includes a full P&L table and order book commentary.
- Order book
- ₹2,580 Cr
Lumax Industries Management Change
Lumax Industries extended the term of Company Secretary Mr. Raajesh Kumar Gupta by one year from January 2027. The extension follows his superannuation on December 31, 2026.
Lumax Industries Q2 FY27 Results: Net Profit ₹52 Cr, Up 46.1% YoY
Lumax Industries Ltd reported revenue from operations of ₹1,342 Cr (+33.0% YoY) and net profit of ₹52 Cr (+46.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹52 Cr · +46.1% YoY