Investor Release of Financial Result for the 4th Quarter and Year ended March 31, 2026
LUMAXIND · price
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Lumax Industries reported its highest-ever annual revenue of Rs. 4,184 crore in FY26, up 23% YoY, with Q4 revenue at Rs. 1,200 crore (up 30% YoY). EBITDA grew faster at 42.8% to Rs. 412 crore, with margins expanding 130 bps to 9.8% for the full year and 10.4% in Q4. PAT reached a record Rs. 172.5 crore, up 23.3% YoY. LED lighting now contributes 61% of revenue versus 39% conventional lighting. The order book stands at Rs. 2,200 crore with 88% LED composition, indicating continued margin improvement potential. ICRA upgraded credit ratings to AA- (Stable) and A1+. Management cited healthy domestic demand and premiumisation trends while flagging West Asia geopolitical uncertainties for FY27 outlook.
Strong operational performance with margin expansion and a healthy order book supports positive sentiment. The credit rating upgrade and LED mix improvement indicate better financial health. The flagged geopolitical risks add some caution for FY27.