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Earnings Call Transcript

Lumax Industries Earnings Call Transcript: Key Takeaways

Lumax Group reports a milestone FY2025 sales turnover of INR 10,045 crores, showcasing its transition into a multi-vertical automotive systems provider.

Highlights
Revenue growthTurnover reached INR 10,045 crores in FY2025.
Demand visibilityStrong, serving virtually every vehicle manufacturer in India.
Management confidenceHigh, emphasizing legacy, robust infrastructure, and future-driven vision.

Growth

Achieved INR 10,045 crore turnover in FY2025 through 18 entities and 42 manufacturing facilities.

Outlook

Focus on FY2025 achievements with expansion into green fuels and advanced mechatronics.

Risks

Reliance on the cyclical automotive market; no specific margin or debt guidance provided in this overview.

Last quarter's promises, checked

Delivered

  • Guided 10.5-11% FY27 EBITDA margin → delivered 9.8% FY26 (= BEAT)
  • Guided 2x industry growth → delivered 23% revenue growth (= BEAT)
  • Guided 88% LED order book → delivered 88% LED mix (= BEAT)

Partly delivered

  • Guided INR 100-150cr FY27 Capex → delivered INR 390-400cr FY26 (= PARTIAL)
Source

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

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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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