ALFA Finder| Revenue growth | Q2 revenue ₹661 Cr, +30% YoY; H1 ₹1,183 Cr, +25% YoY. |
|---|---|
| Margins | Manufacturing EBITDA guided 12–13.5%; EPC 13–14%; H1 blended 13.1%. |
| Order book | Oct order book ₹3,093 Cr; EPC execution spans ~3 years. |
| Demand visibility | Order book ₹3,093 Cr (Oct); grid, renewables, data-centre demand cited. |
| Management confidence | Confident but defensive: adjusts cash flow by excluding ₹68 Cr payables. |
Growth
Q2 revenue +30% YoY to ₹661 Cr; H1 +25%. H1 tonnage fell about 13%, so growth is mix-led, not volume-led.
Outlook
Capacity 40,000→75,000 MT by FY28–29; manufacturing EBITDA 12–13.5%, EPC 13–14%; finance cost savings ₹20–25 Cr/yr.
Risks
Receivables ₹700–800 Cr; 11–33 kV entry faces price competition; ₹75 Cr debt due 15 Nov.
Earnings Call Transcript filed with NSE, NSE: LUMINO. Summary written with AI assistance from the document.
Lumino Industries Ltd: key numbers
- Share price
- ₹102.91
- Market cap
- ₹3,134 Cr
- Revenue (annual)
- ₹2,041 Cr
- Net profit (annual)
- ₹160.0 Cr
- Promoter holding
- 71.97%
- FII holding
- 1.33%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Lumino Industries Ltd
All →Lumino Industries Investor Presentation: Key Takeaways
H1 FY27 revenue Rs 1,183 Cr (+25% YoY), EBITDA Rs 155 Cr (13.1% margin), PAT Rs 93 Cr (+42%). Ranihati expansion takes capacity from 40,000 MT to 75,000 MT.
Lumino Industries Results Update
Lumino Industries reported Q2 FY27 revenue of Rs 661 crore, up 30% YoY, and PAT of Rs 53 crore. Total order book stood at Rs 2,885 crore.
Lumino Industries Q2 FY27 Results: Net Profit ₹53.1 Cr, Up 50.9% YoY
Lumino Industries Ltd reported revenue from operations of ₹661.4 Cr (+29.9% YoY) and net profit of ₹53.1 Cr (+50.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹53.1 Cr · +50.9% YoY
Lumino Industries Board Meeting Date
Lumino Industries Ltd intimated BSE and NSE of a board meeting on November 4, 2026 to approve unaudited standalone and consolidated results for the quarter and half year ended September 30, 2026. The notice also confirms the trading window stays closed until 48 hours after results.
Lumino Industries Other Announcement
Lumino Industries intimated that its CIN and MCA listing status were updated after its BSE/NSE listing. This is a routine administrative compliance filing with no financial impact.
Lumino Industries Bags ₹496 Cr Order
Lumino Industries announced ₹496 Cr in new orders since listing, covering conductors, cables and EPC work. Total order book now stands at ₹3,215 Cr.
- Value
- ₹496.0 Cr
- Order book
- ₹3,215 Cr