Q2 revenue rises 33%, but margin contracts; order book reaches INR 2,580 crore
LUMAXIND · price
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Q2 FY27 consolidated revenue rose 33% year on year to INR 1,342 crore. EBITDA increased 21% to INR 110 crore, while PAT rose 46% to INR 52 crore. Q2 EBITDA margin declined 80 basis points to 8.2% because of supply disruptions and input-cost volatility. H1 revenue was INR 2,565 crore and PAT INR 103 crore. The order book reached INR 2,580 crore, with 88% LED and 11% EV. Management targets early-teens EBITDA margin within 2-3 years.
Strong growth and a large LED and EV order book support prospects, but input-cost pressure and lower Q2 margins may weigh on near-term sentiment.