Lumax Industries Ltd
Lumax Industries Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
Lumax Industries Ltd Q3 FY26 key numbers
- Revenue
- Order book stands at approximately INR 1,760 crores, with 60% expected to enter production in FY 27.
As stated in Lumax Industries Ltd's Q3 FY26 earnings call transcript · published 18 Jul 2026. Reported figures, not investment advice.
The short version
Order book stands at approximately INR 1,760 crores, with 60% expected to enter production in FY 27. Lumax Industries expects revenue growth of 20%+ in FY 27 and maintains a 15-20% CAGR guidance over the next 3 to 5 years.
From Lumax Industries Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Order book stands at approximately INR 1,760 crores, with 60% expected to enter production in FY 27.
- Revenue growth forecast of over 20% for FY 27.
- About half of this growth in FY 27 expected to come from new products.
- Long-term top line growth maintained at 15%-20% annually for the next 3-5 years.
- Bengaluru facility expected to start business from Q4 FY 27, adding to growth.
- Phase 2 of Chakan facility to commence operations from Q4 FY 26, contributing INR 250-300 crores revenues in FY 27.
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 26 Capex guidance increased to INR 350-400 crores (up from earlier INR 220-260 crores) due to advancement of capex driven by customer project timelines, especially for Bengaluru plant.
- Bengaluru Plant expansion expected to commence business from Q4 FY 27 to support Maruti and Toyota's upcoming models.
- Phase 2 of Chakan facility to start operations from Q4 FY 26, catering primarily to Skoda and Volkswagen.
- Overall two-year capex outlook (FY 26 and FY 27) remains broadly unchanged; preloading capex in FY 26 to meet customer timelines.
- FY 27 capex expected around INR 100-150 crores.
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.
Order Book & Pipeline
See what Lumax Industries Ltd said on order book & pipeline — free account, 30 seconds.
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 Ltd's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 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 →
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- Pritika Auto Industries Ltd (Q3 FY26)
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Frequently Asked Questions
What were Lumax Industries Ltd Q3 FY26 results?
Order book stands at approximately INR 1,760 crores, with 60% expected to enter production in FY 27. Lumax Industries expects revenue growth of 20%+ in FY 27 and maintains a 15-20% CAGR guidance over the next 3 to 5 years.
What is Lumax Industries Ltd share price analysis?
Lumax Industries Ltd currently shows a neutral. The stock trades at a P/E of 29.2 with a market cap of ₹5,421 Cr. Investors should review the full earnings analysis for detailed insights.
Is Lumax Industries Ltd planning capital expenditure?
FY 26 Capex guidance increased to INR 350-400 crores (up from earlier INR 220-260 crores) due to advancement of capex driven by customer project timelines, especially for Bengaluru plant.
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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.