Lux Industries Limited — PPTs, 13-11-2024: Investor Presentation

**Market Overview:** Lux Industries faces subdued consumption demands primarily due to inflation. Despite this, brands are expanding strategically, and stable yarn prices contribute positively. The onset of a robust wedding season is anticipated to drive discretionary spending. There’s a notable trend toward organized segments, with strong brand recall aiding power brands, particularly in menswear, where volume growth is evident with Cozi at approximately 11% and Venus at about 3% year-on-year.

**Operational Highlights:** The debut of 'Lux Venus Rainwear' received promising responses. The company increased its solar power capacity from 1MW to 1.7MW and launched its first Exclusive Brand Outlet (EBO) for its 'ONN' brand in Bangalore. Continued focus is on modern retail and e-commerce channels, enhancing market penetration.

**Financial Overview (HYE'25):** Lux Industries reported consolidated revenue from operations of ₹1,213 crore, up 4.1% from the previous period. EBITDA rose by 7.9% to ₹133 crore with improved margins, reflecting effective cost management and investment in brand building. Overall, the company shows a positive outlook, supported by a strategic approach to both product lines and market reach.