ALFA Finder| EBITDA Margin guidance | 9.8% → 10.8% Raised by 0.9 percentage points |
|---|---|
| Management target | Revenue 17.5% FY27 |
| Revenue growth | 32.6% YoY growth recorded in Q1. |
|---|---|
| Margins | Targeting 10.5-11% for FY27; 13% over 3-4 years. |
| Order book | INR 2,500 crore, approximately 90% LED composition. |
| Demand visibility | Healthy festive demand expected despite commodity headwinds. |
| Management confidence | High; citing strong order book and wallet share expansion. |
Growth
Revenue grew 32.6% YoY; EBITDA increased 34% YoY to INR 113 crore; PAT rose 41.2% to INR 51 crore.
Outlook
FY27 capex guidance raised to INR 200-250 crore; targeting 10.5-11% EBITDA margins for full year FY27.
Risks
Commodity inflation impact of 120-130 bps; West Asia crisis causing freight/shipping disruptions and rupee volatility.
Last quarter's promises, checked
Delivered
- Industry 2x growth → delivered 32.6% YoY revenue growth (= BEAT)
- Order book INR 2,200 Cr → delivered INR 2,500 Cr (= BEAT)
Missed
- EBITDA margin 10.5-11% → delivered 9.2% in Q1 (= MISS)
- FY27 Capex INR 100-150 Cr → raised to INR 200-250 Cr (= MISS)
Investor Presentation filed with BSE, 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