Lumax Industries Ltd
Lumax Industries Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
Guidance rank: #53 of 65 in Auto Components
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What the Q1 FY27 call signalled
2 of 4 strong
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 Ltd's Q1 FY27 earnings-call transcript · updated 16 Oct 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.
2 more points from Lumax Industries Ltd's call on revenue
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Profitability & Margins
See what Lumax Industries Ltd 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.
2 more points from Lumax Industries Ltd's call on capex
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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 Ltd 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.
2 more points from Lumax Industries Ltd's call on order book
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Lumax Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹1.3K Cr, net profit ₹52 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Lumax Industries's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
Others in Auto Components this season
- Indag Rubber (Q1 FY27)
Q1 FY27 Revenue from Operations: ₹57.6 crores, up 28% YoY from ₹45.0 crores in Q1 FY26 (Page 7). Key investor presentation takeaways from Indag Rubber Ltd's Q1
- Emerald Tyre (Q1 FY27)
Revenue from operations: ₹11,294.31 Lakhs . Key investor presentation takeaways from Emerald Tyre's Q1 FY27 investor presentation — and how it ranks against sec
- Autoline Industries Ltd (Q1 FY27)
FY26 revenue from operations: ₹824 crore, representing a 25% year-on-year increase over FY25 (₹659 crore). Key investor presentation takeaways from Autoline Ind
- Tolins Tyres (Q1 FY27)
Q1 FY27 revenue from operations: ₹79.27 crore, down 11.66% YoY from ₹89.74 crore in Q1 FY26 (Page 8). Key investor presentation takeaways from Tolins Tyres Ltd'
Potential multibaggers · Q2 FY27
Potential multibaggers in Auto Components
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Lumax Industries Ltd 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 Ltd share price analysis?
Lumax Industries Ltd currently shows a below-average growth signal. The stock trades at a P/E of 25.8 with a market cap of ₹5,178 Cr. Investors should review the full earnings analysis for detailed insights.
Is Lumax Industries Ltd 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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.