Lux Industries Ltd

Q4 FY26Textiles & Apparels

Lux Industries Ltd Q4 FY26 Results & Presentation Highlights: Revenue, Margins & Order Book

Q4 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹1,168

Market cap₹3.4K Cr

P/E33.1

Updated25 Sept 2026

Read4 min read

Based on Lux Industries Ltd's Q4 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.

The short version

Q4 FY’26 Revenue from Operations: - Vertical A: Rs. Q4 FY’26 EBITDA: ₹78 crore, up 4% YoY (from ₹75 crore in Q4 FY’25) - Q4 FY’26 EBITDA Margin: 10% (up from 9% in Q4 FY’25) - Q4 FY’26 Profit After Tax (PAT): ₹48 crore, flat YoY (₹47 crore in Q4 FY’25) - Q4 FY’26 PAT Margin: 6%, down from 5% YoY - The consolidated EBITDA for the quarter is reported as ₹41.7 crore (Vertical A), ₹29.07 crore (Vertical B), and ₹9.61 crore (Vertical C) in various segments, matching overall EBITDA trends.

From Lux Industries Ltd's Q4 FY26 earnings-call transcript · updated 25 Sept 2026.

Revenue & Sales Performance

Q4 FY’26 Revenue from Operations:
Vertical A: Rs. 398.65 crores, up 5.31% YoY
Vertical B: Rs. 356.65 crores, up 6.79% YoY
Vertical C: Rs. 117.71 crores, up 11.92% YoY
Overall consolidated revenue for Q4 FY’26: Rs. 873 crores, up 7% YoY
Q4 FY’26 Volume:
Vertical A: 5.80 crore pcs, up 4%
Consolidated volume: 18.74 crore pcs, up 28% YoY
Key highlights:
“Lux Nitro” touched Rs. 175 crores revenue in its first year of re-launch.
“Lux Inferno” volume growth at 15% and “Lux Venus” at 6% YoY (FY’26).
Outlook:

2 more points management made on revenue & sales performance

Profitability & Margins

Q4 FY’26 EBITDA: ₹78 crore, up 4% YoY (from ₹75 crore in Q4 FY’25)
Q4 FY’26 EBITDA Margin: 10% (up from 9% in Q4 FY’25)
Q4 FY’26 Profit After Tax (PAT): ₹48 crore, flat YoY (₹47 crore in Q4 FY’25)
Q4 FY’26 PAT Margin: 6%, down from 5% YoY

The consolidated EBITDA for the quarter is reported as ₹41.7 crore (Vertical A), ₹29.07 crore (Vertical B), and ₹9.61 crore (Vertical C) in various segments, matching overall EBITDA trends.
No explicit operating margin or EBITDA margin outlook is stated in the presentation. However, vertical-wise margins and improvements like inventory management and brand positioning are highlighted as positive factors for future performance.

2 more points management made on profitability & margins

See what Lux Industries Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

- Near-term investment of ₹70+ crores planned to augment production through internal accruals (Page 22: Opportunity Landscape). - New production facility mentioned but no specific amount, status, or timeline provided (Page 20: New Production Facility). - Manufacturing section notes equipment upgradation and replacement completed with investments in machines from Italy, Germany, and Singapore but no specific capex amount or timeline stated (Page 25: Manufacturing). - Expansion initiatives include foraying into new segments and geographies and expanding multi-channel footprint, focused on scaling capacities, but exact capex or timelines not detailed (Page 24: Growth Initiatives). No other explicit capex amounts, project statuses, or timelines related to capacity expansion or new plants are specified in the presentation.

Top-ranked in Textiles & Apparels

Ranked on what management guided this quarter

5x potential

1Virat Industries Ltd₹568 Cr

Rev 1Mar 1

2Purple United₹433 Cr

Rev 1Mar 3

3₹665 Cr

Rev 2Mar 1

4₹276 Cr

Rev 2Mar 1

5₹2.6K Cr

Rev 2Mar 2

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

The presentation does not explicitly mention any fundraising through debt or equity during the reported periods.
Debt-equity ratio increased from 0.17 in FY’25 to 0.32 in FY’26, indicating some change in borrowings (Page 34).
Finance costs rose on consolidated verticals, e.g., from Rs.1.98 Cr (FY’25) to Rs.1.75 Cr (FY’26) for Vertical C (Page 56), and from Rs.5.29 Cr (FY’25) to Rs.9.39 Cr (FY’26) for Vertical B (Page 53), reflecting higher interest expense possibly due to increased borrowings.
The company states a strong liquidity buffer and gross cash and cash equivalents of ₹300 crores as of FY’26 (Page 34).

2 more points management made on fundraising & capital structure

See what Lux Industries Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The investor presentation for Lux Industries Limited does not explicitly report any figures or details related to order book, order inflow, or pending orders. The document primarily focuses on: - Financial performance indicators (revenue, EBITDA, PBT) - Key performance indicators (inventory days, debtor days, creditor days, working capital) - Business highlights and growth metrics (volume, revenue growth percentages)

2 more points management made on order book & pipeline

Lux Industries Ltd — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹881 Cr, net profit ₹40 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Lux Industries's management said in earlier quarters

Others in Textiles & Apparels this season

Sarla Performance Fibers Ltd (Q4 FY26)
98.50 crore vs. Key investor presentation takeaways from Sarla Performance Fibers Ltd's Q4 FY26 investor presentation — and how it ranks against sector peers.
Mafatlal Industries Ltd (Q4 FY26)
Revenue from Operations for Q4FY26 was INR 883.2 Cr, a 96.4% year-on-year (YoY) increase from INR 449.7 Cr in Q4FY25 (Page 10 and 8). Key investor presentation
Faze Three Ltd (Q4 FY26)
Q4 FY26 revenue was INR 280.4 Cr, a 28% increase versus Q4 FY25 revenue of INR 218.2 Cr. Key investor presentation takeaways from Faze Three Ltd's Q4 FY26 inves
Garware Tech. (Q4 FY26)
Indian Railways Capex: ₹2.8 lakh crore by FY27, creating opportunities for GTFL geosynthetics in track bed reinforcement and ballast reduction (Page 29). Key…

Compare:vs Page Industries vs K P R Mill Ltd vs Welspun Living

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Frequently Asked Questions

What were Lux Industries Ltd Q4 FY26 results?

What is Lux Industries Ltd share price analysis?

Lux Industries Ltd currently shows a neutral. The stock trades at a P/E of 33.1 with a market cap of ₹3,426 Cr. Investors should review the full earnings analysis for detailed insights.

Is Lux Industries Ltd planning capital expenditure?

Near-term investment of ₹70+ crores planned to augment production through internal accruals (Page 22: Opportunity Landscape).

Keep Lux 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.