ALFA Finder| 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
- ₹5,603.60
- 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