Lumax Industries
Lumax Industries Q1 FY27 Results & Concall Highlights
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
2 of 4 strong
Not discussed on this call: fundraise.
The short version
Lumax Industries expects a revenue CAGR of 15% to 20% over the next 3 to 5 years. Lumax Industries targets a revenue CAGR of 15-20% over the next 3 to 5 years, driven by volume growth and new technology adoption.
From Lumax Industries's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Lumax Industries expects a revenue CAGR of 15% to 20% over the next 3 to 5 years.
- Revenue is projected to grow from around INR 4,500-5,000 crore currently to INR 9,000 crore or more by FY 30-31.
- Growth drivers include volume expansion and introduction of new technology-driven products.
- The company aims to maintain above-industry growth rates in all segments, notably in 2-wheelers and passenger vehicles.
- Order book remains strong, with approximately INR 2,500 crore providing good growth visibility.
- EBITDA margin guidance remains at 10.5% to 11% for the current year, with a target to reach around 13% EBITDA margin in 3-4 years.
- Growth in mould sales anticipated with full-year target revenue of INR 250-300 crore in FY 27, up from INR 180-185 crore last year.
- Growth rates may see some moderation in H2 FY 27 due to high base effects but overall FY growth expected around 15-20%.
Profitability & Margins
See what Lumax Industries said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY 27 capex guidance has been revised upward from earlier INR 100-150 crore to INR 200-250 crore due to strong order wins.
- FY 28 capex is expected to be in the range of INR 150-200 crore, subject to business wins.
- Maintenance capex is estimated at INR 40-50 crore annually; the rest supports new business wins and capacity expansion.
- Capex is aligned with future growth requirements and customer commitments.
- Significant portion (around 60%) of the order book (~INR 1,500 crore) will start production in FY 28, necessitating capacity expansion.
- Investment focus remains on enhancing localization and increasing competitive cost advantages.
- No specific mention of strategic investments outside of operational capex was noted.
Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Lumax Industries said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Lumax Industries Limited's order book stands at approximately INR 2,500 crore.
- About 60% of this order book is expected to go into Start of Production (SOP) in FY 28, roughly INR 1,500 crore.
- The strong order book growth has led to an upward revision of FY 27 capex guidance to INR 200 crore - INR 250 crore to support new business wins and capacity expansion.
- Significant growth in order book is driven by increased wallet share from key OEMs such as HMSI, Maruti, and expanding customers like TVS and Suzuki in the 2-wheeler segment.
- New order wins include products for Tata Motors Tiago, Volkswagen Taigun, Suzuki Burgman Street, and Force Motors Traveller 2.
- The robust order book is expected to support the company’s targeted revenue CAGR of 15-20% over the next 3-5 years.
Lumax Industries — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.2K Cr, net profit ₹54 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Lumax Industries Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Lumax Industries Q1 FY27 results?
Lumax Industries expects a revenue CAGR of 15% to 20% over the next 3 to 5 years. Lumax Industries targets a revenue CAGR of 15-20% over the next 3 to 5 years, driven by volume growth and new technology adoption.
What is Lumax Industries share price analysis?
Lumax Industries currently shows a below-average growth signal. The stock trades at a P/E of 27.4 with a market cap of ₹5,498 Cr. Investors should review the full earnings analysis for detailed insights.
Is Lumax Industries planning capital expenditure?
FY 27 capex guidance has been revised upward from earlier INR 100-150 crore to INR 200-250 crore due to strong order wins.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.