LUMAXINDNSELumax Industries Limited· Auto AncillariesMediumNeutral
Announced Thu, 28 May · 21:15 IST

Lumax Industries Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

LUMAXIND · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-7.1%1-day move
₹5924.00
prior close
₹5949.50
base price
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AI summary

Lumax Industries reported its highest-ever annual revenue of Rs 4,184 crore for FY26, up 23% YoY, driven by strong product mix improvement with LED lighting now contributing 61% of revenues. EBITDA grew 42.8% to Rs 412 crore with margins expanding 130 basis points to 9.8%, reflecting operating efficiency gains. Standalone PAT increased 60% to Rs 146.5 crore while consolidated PAT rose 23% to Rs 172.5 crore. The company maintains a healthy order book of Rs 2,200 crore with 88% LED composition, serving top OEMs including Maruti Suzuki, Honda, Mahindra, Tata Motors, and Hero MotoCorp. Management remains cautiously optimistic on FY27 outlook while flagging geopolitical risks from the West Asia conflict.

Likely market impact

Strong execution and LED product mix shift drove record revenue and significant margin expansion, signaling operational leverage. The disclosed order book provides revenue visibility. Shareholders can expect continued profitability improvement if the company maintains its execution momentum.