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

**Investor Presentation Summary for Lumax Industries Limited (Q2 & H1 FY25)**

**Financial Highlights:**

Lumax Industries reported a revenue increase of 26% YoY to ₹812 Cr for Q2 and 25% YoY to ₹1,578 Cr for H1. Manufacturing EBITDA margins improved to 8.6% in Q2, reflecting a robust demand recovery post-festive season, especially in the 2-wheeler segment. However, the overall automobile sector remains cautious due to anticipated new model launches.

**Strategic Initiatives and Growth Drivers:**

The company is positioned well with a healthy order book of over ₹2,900 Cr, primarily focused on LED lighting (87%). Investments in R&D aim to support sustainable growth and innovation in product offerings.

**Business Developments:**

Lumax continues to bolster its manufacturing capabilities across strategic locations to enhance production efficiency and maintain competitive advantage.

**Market Position and Competitive Advantage:**

The company benefits from strong partnerships with global leaders such as Stanley Electric and SL Corporation, enhancing its technological capability and market reach.

**Investor Implications:**

With a solid foundation and expanding product range geared towards future trends, Lumax Industries presents a positive outlook for potential growth. Continued improvements in operational performance and strategic initiatives may provide further opportunities for investors.