BSECompany Update3d ago · 26 Oct 2026, 06:06 pm

Investor release of Financial Results for the 2nd Quarter and Half year ended September 30, 2026

Lumax Industries Ltd · 517206

✦ AI Summary▲ PositiveResults

Lumax Industries Ltd reported 33% revenue growth and 46% PAT growth in Q2FY27, driven by new programme launches and ramp-ups, sustained growth with leading OEM customers, and rapid scale-up with smaller customers.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment8/10

✦ Ask a Question

Ask anything about this announcement — AI will answer based on the filing content.

0/500

Full Announcement

Lumax Industries Ltd - 517206 - Announcement under Regulation 30 (LODR)-Press Release / Media Release

Attachments (1)

📄

79eb30e9-e560-4ad6-8b0d-583ffd2f6038.pdf

pdf

Download →
View document text
LIL:CS:PR:2026-27 Date: October 26, 2026 BSE Limited National Stock Exchange of India Limited Listing & Compliance Department Listing & Compliance Department Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1 Block G, Dalal Street, Mumbai - 400001 Bandra Kurla Complex, Bandra (E), Mumbai – 400051 Security Code: 517206 Symbol: LUMAXIND Sub: Investor Release of Financial Results for the 2nd Quarter and Half Year ended September 30, 2026. Dear Sir/Ma'am, We are enclosing herewith the Investor Release being issued by the Company, Lumax Industries Limited for the 2nd Quarter and Half Year ended September 30, 2026. The same shall also be made available on the website of the Company at https://www.lumaxworld.in/lumaxindustries/index.html This is for your information and records. Thanking you, Yours Faithfully, For Lumax Industries Limited Raajesh Kumar Gupta Executive Director & Company Secretary ICSI M. No. ACS-8709 Encl: As stated above Lumax Industries reports 33% revenue growth and 46% PAT growth in Q2FY27 Key Consolidated Financial Highlights for Q2 & H1 FY27 are as follows: • Revenue for Q2FY27 stood at Rs. 1,342 Cr. compared to Rs. 1,009 Cr. in Q2FY26, up by 33% Y-o-Y, and revenue for H1FY27 stood at Rs. 2,565 Cr., up by 33% Y-o-Y • EBITDA for Q2FY27 stood at Rs. 110 Cr. compared to Rs. 91 Cr. in Q2FY26, up by 21% Y-o-Y, and EBITDA for H1FY27 stood at Rs. 223 Cr., up by 27% Y-o-Y • EBITDA margin stood at 8.2% for Q2FY27 and 8.7% for H1FY27 • Profit after Tax (PAT) including share of associates for Q2FY27 stood at Rs. 52 Cr. compared to Rs. 36 Cr. in Q2FY26, up by 46% Y-o-Y, and PAT for H1FY27 stood at Rs. 103 Cr., up by 43% Y-o-Y • PAT Margin stood at 3.9% for Q2FY27 (+40 bps Y-o-Y) and 4.0% for H1FY27 (+30 bps Y-o-Y) Gurugram, October 26, 2026 – Lumax Industries Limited (NSE: LUMAXIND, BSE: 517206), a leading player in automotive lighting and illumination, today announced its unaudited financial results for the second quarter and half year ended September 30th, 2026. Particulars (Rs. Cr.) Q2FY27 Q2FY26 Y-o-Y Q1FY27 Q-o-Q H1FY27 H1FY26 Y-o-Y Revenue 1,342 1,009 33% 1,223 10% 2,565 1,931 33% EBITDA 110 91 21% 113 -2% 223 175 27% Margin (%) 8.2% 9.0% -80 bps 9.2% -100 bps 8.7% 9.1% -40 bps PBT* 70 47 48% 64 9% 134 95 40% Margin (%) 5.2% 4.7% +50 bps 5.2% - 5.2% 4.9% +30 bps PAT* 52 36 46% 51 2% 103 72 43% Margin (%) 3.9% 3.5% +40 bps 4.2% -30 bps 4.0% 3.7% +30 bps EPS (In Rs.) 55.62 38.13 46% 54.64 2% 110.26 76.84 43% * Includes share of associate Divisional Performance (H1FY27) ● The share of LED Lighting stands at 63% (H1FY26: 61%) & while Conventional Lighting stands at 37% (H1FY26: 39%). ● The Product Mix as a percentage of total revenue stood at 68% for Front Lighting, 22% for Rear Lighting & 10% for Others (H1FY26: 69%, 22% and 9% respectively) ● The Segment Mix as a percentage of total revenues stood at 63% for Passenger Vehicles, 31% for two & three Wheelers & 6% for Commercial Vehicles and others (H1FY26: 65%, 30% and 5% respectively). The Company has made following new launches during the quarter: Segment Customer Name Model Product Tata Motors Aeris Tail Lamp (High & Base Versions) Passenger Vehicles Head Lamp, Fog & Cornering Lamp, M&M Thar Refresh Side Repeater Lamp Awards during the quarter: ● Lumax Industries received the Launch Excellence Award at the Tata Motors PV Annual Supplier Conference ● Lumax Industries, Chakan II received the CII National award for Best Environment Practices ● Lumax Industries, Bengaluru received the UBS Forum award for Best Practices in Sustainability Management Commentary: Commenting on the performance, Mr. Deepak Jain, Chairman, Lumax Industries Limited said, “We have delivered a strong first half of FY27, with Q2 revenues growing by 33% year-on-year, outpacing broader industry trends. This performance was driven by new programme launches and ramp-ups, sustained growth with our leading OEM customers and a rapid scale-up with smaller customers. However, geopolitical challenges including supply chain disruptions and volatility in input costs, have led to lower- than-expected operating margins. We continue to work with our customers on cost recovery, while staying focused on cost discipline and operational efficiency. Our order book stands at Rs. 2,580 Cr., with LED lighting at ~88% and EV programmes at ~11%; passenger vehicles account for 63% and two- and three-wheelers for 37%. We continue to deepen our relationship with our existing customers to gain share of business while engaging with newer OEMs as well, which is an important step in our customer base expansion. Lumax Industries remains committed to technology-led growth, deeper customer engagement and operational excellence with a robust order book, strong OEM partnerships and a continued focus on innovation. We are confident in our ability to strengthen our market leadership and deliver sustainable long-term value for all stakeholders.” About Lumax Industries Limited: Lumax Industries Limited, a flagship company of Lumax Group, is India’s pioneer and most experienced player in the Automotive Lighting Industry. The Company has over 4 decades of strong partnership with Stanley Electric Co. Limited, Japan, a world leader in Vehicle Lighting and illumination products. Lumax has twelve ultra-modern manufacturing plants in India, strategically located near manufacturing locations of major OEMs. It is one of the major suppliers to OEMs including Maruti Suzuki, Mahindra & Mahindra, Tata Motors, Hero Moto Corp, Honda Motorcycle and Scooter India, Toyota, TVS and others. For more information about the Group and its businesses, please visit www.lumaxworld.in/lumaxindustries Safe Harbour Statement: Statements in this document relating to future status, events, or circumstances, including but not limited to statements about plans and objectives, the progress and results of research and development, potential project characteristics, project potential and target dates for project related issues are forward- looking statements based on estimates and the anticipated effects of future events on current and developing circumstances. Such statements are subject to numerous risks and uncertainties and are not necessarily predictive of future results. Actual results may differ materially from those anticipated in the forward-looking statements. The company assumes no obligation to update forward-looking statements to reflect actual results changed assumptions or other factors. Company Investor Relations Advisors Strategic Growth Advisors Pvt Ltd. Lumax Industries Limited CIN No: U74140MH2010PTC204285 CIN No: L74899DL1981PLC012804 Sagar Shroff / Ayush Haria Surabhi Chandna Email id: sagar.shroff@sgapl.net / ayush.haria@sgapl.net Group Head – Investor Relations & Value Creation Tel No: +91 98205 19303 / +91 98204 62966 Email id: surabhi.chandna@lumaxmail.com