Lumax Industries Limited has informed the Exchange about Investor Presentation
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 filed its Q1 FY26 (ended June 30, 2025) investor presentation. Consolidated revenue grew 20.5% YoY to ₹923 crore, with EBITDA up 20.7% to ₹85 crore and EBITDA margin expanding 10 bps to 9.2%. Consolidated PAT rose 5.9% to ₹36 crore, though PAT margin declined 60 bps to 3.9%. The company disclosed an order book of ₹1,900+ crore, with 84% from LED products, 18% from EVs, and 82% from passenger vehicles. LED share of revenue jumped to 61% (from 39% YoY), reflecting strong premiumization. Management cited new product launches, rising LED content per vehicle, and a robust order pipeline, while flagging supply chain disruptions around rare earth magnets and subdued demand.
Positive for the stock given strong 20%+ revenue growth, expanding EBITDA margins, and a healthy ₹1,900+ crore order book with rising LED and EV exposure. However, the 60 bps drop in PAT margin warrants monitoring on cost pressures and tax incidence.