Lumax Industries Ltd
Lumax Industries Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
The short version
Lumax Industries expects to outperform the industry growth by at least 2x in FY 27, with certain segments achieving 3x industry growth recently. Lumax Industries expects to maintain double-digit EBITDA margins in FY27, targeting around 10.5% to 11%.
From Lumax Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Lumax Industries expects to outperform the industry growth by at least 2x in FY 27, with certain segments achieving 3x industry growth recently.
- The LED lighting share in revenue is increasing, with nearly 88% of the current order book being LED-based, indicating strong future growth potential.
- The company is optimistic about maintaining double-digit EBITDA margins (around 10.5% to 11%) in FY 27 despite input cost volatility.
- Growth is driven by higher LED penetration in passenger vehicles (currently around 60% industry-wide) and 2-wheelers (over 80%).
- Expansion is supported by new model wins with OEMs like Maruti, Tata Motors, Honda, Hyundai, Skoda, Toyota, and Suzuki.
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
- For FY 27, Lumax Industries plans a capex of INR 100-150 crore, including INR 40-50 crore towards maintenance.
- The Bengaluru plant expansion, supporting Maruti and Toyota upcoming models, is progressing well and expected to be commissioned by Q4 FY 27.
- Phase 2 of the Chakan facility commenced operations, primarily catering to Skoda and Volkswagen, strengthening presence in Western India.
- New capex of INR 390-400 crore was committed in FY 26.
- Future capex for FY 28 will depend on market conditions and new business wins; guidance to be communicated accordingly.
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
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Order Book & Pipeline
- Current order book stands healthy at INR 2,200 crore with an LED lighting composition of 88%.
- Multiple new orders secured from leading OEMs in passenger vehicles and 2-wheelers, including Mahindra XUV 7XO, Skoda Kushaq facelift, Toyota Kirloskar Urban Cruiser Ebella, and Suzuki Motorcycles E-Access.
- SL Lumax joint venture reported a turnover of INR 2,900 crore in FY 26, supplying 100% to Hyundai Motor India with stable margins.
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 Ltd's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 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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Frequently Asked Questions
What were Lumax Industries Ltd Q4 FY26 results?
Lumax Industries expects to outperform the industry growth by at least 2x in FY 27, with certain segments achieving 3x industry growth recently. Lumax Industries expects to maintain double-digit EBITDA margins in FY27, targeting around 10.5% to 11%.
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?
For FY 27, Lumax Industries plans a capex of INR 100-150 crore, including INR 40-50 crore towards maintenance.
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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.