Lumax Industries Limited — PPTs, 10-02-2025: Investor Presentation

**Q3 & 9MFY25 Financial Highlights**

Lumax Industries reported robust annual growth of 40% in revenue for Q3, reaching ₹887.1 crore, while 9MFY25 revenue rose 31% to ₹2,477 crore. EBITDA for the quarter was ₹71.1 crore with a margin of 8%, slightly down from the previous year, while PAT decreased to ₹22.2 crore, presenting a margin of 2.5%. The company’s order book exceeds ₹2,600 crore, indicating strong demand, particularly from major OEMs like Maruti Suzuki and Tata Motors.

**Strategic Initiatives and Growth Drivers**

The company is strengthening its engineering team to enhance innovation and product offerings in the evolving automotive lighting landscape. This strategic move aims to capitalize on the growing demand in the market driven by festive consumer behavior and OEM incentives.

**Market Position and Competitive Advantage**

Lumax maintains a leadership position in the automotive lighting sector, supported by long-standing relationships with key players and continuous investment in R&D.

**Investor Implications**

The growth trajectory, coupled with ongoing demand, presents a positive outlook for investors. However, the decline in PAT highlights the need for efficiency improvements amidst increasing operational costs.