| Revenue guidance | 20.0% → 25.0% Raised by 5.0 percentage points |
|---|---|
| Management target | Revenue 25.0% FY27 |
| Revenue growth | 33% YoY growth to ₹1,342 Cr driven by new program launches. |
|---|---|
| Margins | EBITDA margin at 8.2%; impacted 100-120 bps by material cost hikes. |
| Order book | Order book stands at ₹2,580 Cr; 80% is LED-based lighting. |
| Demand visibility | Strong domestic demand despite global geopolitical uncertainty and energy cost inflation. |
| Management confidence | Confident, raising full-year revenue guidance despite near-term cost headwinds. |
Growth
Revenue grew 33% YoY to ₹1,342 Cr, driven by new launches and LED lighting now reaching 63% of revenue.
Outlook
Management raised full-year FY27 revenue guidance to 25%+ and expects double-digit EBITDA margins in H2.
Risks
Raw material cost escalations and delayed price recoveries from OEMs pose short-term EBITDA margin risks.
Last quarter's promises, checked
Delivered
- Order book ~₹2,500 Cr → ₹2,580 Cr (= BEAT)
- FY27 revenue growth 15–20% → raised to 25%+ (= BEAT, guide not outcome)
Missed
- FY27 EBITDA 10.5–11%; Q2 >10% → 8.2% (= MISS)
- LED ~90% of order book → 80% (= MISS)
- Q2 OEM cost recoveries expected → still delayed (= MISS)
Earnings Call Transcript 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 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
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.