| Revenue growth | Q2 +33% YoY; H1 +33% YoY |
|---|---|
| Margins | Q2 EBITDA 8.2% (-80 bps); H1 8.7% (-40 bps) |
| Order book | ₹2,580 Cr; PV 63%, 2W/3W 37% |
| Demand visibility | Order book ₹2,580 Cr; 88% LED |
| Management confidence | Confident on leadership; margin shortfall acknowledged |
Growth
H1 FY27 revenue ₹2,565 Cr (+33%), EBITDA ₹223 Cr (+27%), PAT ₹103 Cr (+43%).
Outlook
Targets LED mix 65–70% and early-teens EBITDA margin within 2–3 years. No explicit FY27 growth guidance.
Risks
Geopolitical supply-chain disruption and input-cost volatility. Margin recovery depends on customer cost recovery.
Last quarter's promises, checked
Partly delivered
- FY27 revenue growth 15–20% → H1 +33% YoY; full year not yet reported (= PARTIAL)
Missed
- FY27 EBITDA margin 10.5–11% → H1 8.7% (-40 bps YoY) (= MISS)
- Q2 EBITDA margin 'definitely above 10%' → Q2 8.2% (-80 bps) (= MISS)
Investor Presentation filed with NSE, NSE: LUMAXIND. Summary written with AI assistance from the document.
Lumax Industries Ltd: key numbers
- Share price
- ₹5,085.50
- Market cap
- ₹4,754 Cr
- Revenue (annual)
- ₹4,184 Cr
- Net profit (annual)
- ₹172.5 Cr
- P/E (TTM)
- 23.3×Sector 30.9×
- 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 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 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
Lumax Industries Other Announcement
Lumax Industries Ltd has submitted its quarterly shareholding pattern for the quarter ended September 30, 2026, as required under SEBI (LODR) Regulations.
Lumax Industries Board Meeting Date
Lumax Industries will hold a board meeting on October 26, 2026, to approve its unaudited financial results for the quarter and half year ended September 30, 2026.