Lumax Industries Limited has informed the Exchange about Transcript of Analysts/Investor Earnings Conference Call which was held on Friday, February 13, 2026 at 11:00 A.M. (IST) to discuss the Operational and Financial performance of the Company for the 3rd Quarter and Nine Months ended December 31, 2025.
LUMAXIND · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Lumax Industries reported its best-ever quarterly performance with Q3 FY26 revenue of INR1,053 crores, up 18.7% year-on-year. EBITDA rose 57.3% to INR112 crores, with margins expanding to 10.6% from 8% a year ago, aided by INR10 crore of exceptional tooling profits. Profit after tax grew 39% to INR47 crores. For the 9-month period, revenue stood at INR2,984 crores, up 20.5%. The company has an order book of INR1,759 crores, with 81% of orders LED-based, and has won new business from Tata Motors (Sierra, Punch facelift), Mahindra e-rickshaws, and TVS Apache. Capex guidance was revised up to INR350-400 crores for FY26 due to accelerated Bengaluru plant work, with management guiding for 20%+ revenue growth in FY27 and 15-20% growth over 3-5 years. Management expressed confidence in progressing toward 12% EBITDA margins over the next two years.
Strong quarterly results, margin expansion into double digits, robust order book visibility, and clear growth guidance are positive signals for investors. However, part of the margin boost came from one-off tooling profits and a one-time INR15.9 crore labour code impact, so sustainability of the 10.6% margin will be a key watchpoint going forward.