Lumax Industries Ltd
Lumax Industries Q2 Results 2026 (FY27) investor presentation: Revenue & Margins
Q2 FY27 investor presentation: what the company reported on revenue, margins and order book.
Lumax Industries Ltd Q2 FY27 key numbers
- Revenue
- Q2FY27 Consolidated Total Operating Revenue: INR 1,341.8 Cr, up 33.0% YoY from INR 1,008.6 Cr in Q2FY26.
As stated in Lumax Industries Ltd's Q2 FY27 investor presentation · published 26 Oct 2026. Reported figures, not investment advice.
Based on Lumax Industries Ltd's Q2 FY27 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the investor presentation reports, not management guidance.
The short version
Q2FY27 Consolidated Total Operating Revenue: INR 1,341.8 Cr, up 33.0% YoY from INR 1,008.6 Cr in Q2FY26 - Q2FY27 Manufacturing Revenue (Consolidated): INR 1,300.4 Cr, up from INR 976.1 Cr in Q2FY26 - Q2FY27 Standalone Total Operating Revenue: INR 1,341.8 Cr, up 33.0% YoY from INR 1,008.6 Cr in Q2FY26 - Customer-wise Q2FY27 Revenue: MSIL/SMG - INR 325 Cr; M&M - INR 210 Cr; HMSI - INR 165 Cr; Tata - INR 149 Cr; LATL - INR 103 Cr - H1FY27 Consolidated Revenue: INR 2,565.1 Cr, up 32.8% YoY from INR 1,931.1 Cr in H1FY26 - Order book as of FY27: INR 2,580 Cr, with 88% LED and 11% EV, indicating strong future revenue visibility - Explicit Outlook: Management focuses on “technology-led growth,” deepening OEM relationships, scaling LED and EV revenues, aiming early-teens EBITDA margins driven by LED mix increase and margin expansion programs. Q2FY27 EBITDA: INR 110.3 Cr, up 21.4% YoY (Page 33) - Q2FY27 EBITDA Margin: 8.2%, down 80 bps YoY (Page 33) - Q2FY27 Profit After Tax (PAT): INR 52.0 Cr, up 45.9% YoY (Page 33) - Q2FY27 PAT Margin: 3.
From Lumax Industries Ltd's Q2 FY27 earnings-call transcript · updated 26 Oct 2026.
Revenue & Sales Performance
- Q2FY27 Consolidated Total Operating Revenue: INR 1,341.8 Cr, up 33.0% YoY from INR 1,008.6 Cr in Q2FY26
- Q2FY27 Manufacturing Revenue (Consolidated): INR 1,300.4 Cr, up from INR 976.1 Cr in Q2FY26
- Q2FY27 Standalone Total Operating Revenue: INR 1,341.8 Cr, up 33.0% YoY from INR 1,008.6 Cr in Q2FY26
- Customer-wise Q2FY27 Revenue: MSIL/SMG - INR 325 Cr; M&M - INR 210 Cr; HMSI - INR 165 Cr; Tata - INR 149 Cr; LATL - INR 103 Cr
- H1FY27 Consolidated Revenue: INR 2,565.1 Cr, up 32.8% YoY from INR 1,931.1 Cr in H1FY26
2 more points from Lumax Industries Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
- Q2FY27 EBITDA: INR 110.3 Cr, up 21.4% YoY (Page 33)
- Q2FY27 EBITDA Margin: 8.2%, down 80 bps YoY (Page 33)
- Q2FY27 Profit After Tax (PAT): INR 52.0 Cr, up 45.9% YoY (Page 33)
- Q2FY27 PAT Margin: 3.9%, up 40 bps YoY (Page 33)
- Standalone Q2FY27 EBITDA: INR 108.6 Cr, up 21.1% YoY (Page 30)
- Standalone Q2FY27 EBITDA Margin: 8.1%, down 80 bps YoY (Page 30)
- Standalone Q2FY27 PAT: INR 39.1 Cr, up 51.8% YoY (Page 30)
2 more points from Lumax Industries Ltd's call on margins
Create a free account to keep reading this call
Order Book & Pipeline
- The investor presentation reports an order book of INR 2,580 crore (page 26).
- Of this order book, approximately 88% is LED lighting and 11% relates to Electric Vehicle (EV) programmes.
- Passenger vehicles (PV) account for 63% of the order book, while two-wheelers and three-wheelers (2W & 3W) make up 37%.
2 more points from Lumax Industries Ltd's call on order book
Create a free account to keep reading this call
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.
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.
Full financials →Continue your research
What Lumax Industries Ltd's management said in earlier quarters
- Q1 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
- JBM Auto (Q2 FY27)
Consolidated revenue from operations for the quarter ended 30-Sep-26: INR 1,656.37 crore. Key results statement takeaways from JBM Auto's Q2 FY27 results statem
- Sona BLW Precision Forgings Ltd (Q2 FY27)
Q2 FY27 Revenue: ₹15,464 million, up 35% YoY (Page 6) . Key investor presentation takeaways from Sona BLW Precision Forgings Ltd's Q2 FY27 investor presentation
- Lumax Auto Technologies Ltd (Q2 FY27)
Q2FY27 revenue: INR 1,555.5 Cr, up 35% YoY from INR 1,156.4 Cr in Q2FY26. Key investor presentation takeaways from Lumax Auto Technologies Ltd's Q2 FY27 investo
- Automotive Stamp (Q2 FY27)
Year-on-year revenue growth: Approximately 59% increase ((33,669.98 . Key results statement takeaways from Automotive Stamp's Q2 FY27 results statement — and ho
Arthneeti Pro · Annual
Lumax Industries Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Lumax Industries Ltd Q2 FY27 results?
Q2FY27 Consolidated Total Operating Revenue: INR 1,341.8 Cr, up 33.0% YoY from INR 1,008.6 Cr in Q2FY26 - Q2FY27 Manufacturing Revenue (Consolidated): INR 1,300.4 Cr, up from INR 976.1 Cr in Q2FY26 - Q2FY27 Standalone Total Operating Revenue: INR 1,341.8 Cr, up 33.0% YoY from INR 1,008.6 Cr in Q2FY26 - Customer-wise Q2FY27 Revenue: MSIL/SMG - INR 325 Cr; M&M - INR 210 Cr; HMSI - INR 165 Cr; Tata - INR 149 Cr; LATL - INR 103 Cr - H1FY27 Consolidated Revenue: INR 2,565.1 Cr, up 32.8% YoY from INR 1,931.1 Cr in H1FY26 - Order book as of FY27: INR 2,580 Cr, with 88% LED and 11% EV, indicating strong future revenue visibility - Explicit Outlook: Management focuses on “technology-led growth,” deepening OEM relationships, scaling LED and EV revenues, aiming early-teens EBITDA margins driven by LED mix increase and margin expansion programs. Q2FY27 EBITDA: INR 110.3 Cr, up 21.4% YoY (Page 33) - Q2FY27 EBITDA Margin: 8.2%, down 80 bps YoY (Page 33) - Q2FY27 Profit After Tax (PAT): INR 52.0 Cr, up 45.9% YoY (Page 33) - Q2FY27 PAT Margin: 3.
What is Lumax Industries Ltd share price analysis?
Lumax Industries Ltd currently shows a neutral. The stock trades at a P/E of 22.9 with a market cap of ₹4,601 Cr. Investors should review the full earnings analysis for detailed insights.
Is Lumax Industries Ltd planning capital expenditure?
Capex of over INR 410 Cr is indicated for FY26 (Page 10).
Keep Lumax Industries Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.