Lux Industries Limited — PPTs, 12-08-2025: Investor Presentation

**1. Financial Highlights:**

Q1 FY26 consolidated revenue hit ₹604 Cr (+13% YoY), driven by 17% volume growth. EBITDA rose to ₹55 Cr, PAT to ₹33 Cr. Gross cash stood at ₹194 Cr. Working capital days increased to 206, mainly due to higher inventory.

**2. Strategic Initiatives & Growth Drivers:**

Lux expands Omni-channel reach, boosting e-commerce and modern trade. A new 4.5 lakh sq ft facility is operational, backed by ₹55+ Cr for production growth. Digitalization via SAP HANA and increased solar capacity (1.7MW) are key.

**3. Business Developments:**

New product launches include Lux Nitro (men's mid-premium), Lux Cozi Pynk (women's outerwear), and Lux Parker (economy). Export revenue surged 52% in Q1 FY26, expanding global footprint.

**4. Market Position & Competitive Advantage:**

As India's No.1 innerwear company (volume), Lux holds ~15% of the organized men's market. Strong 95% fill rate and 2 lakh+ retailer network show operational strength. Diversifying into athleisure/outerwear, shifting towards premium segments.

**5. Investor Implications:**

Robust volume/revenue growth, especially in exports and premium lines, indicates positive growth potential. Strategic launches and branding target market share. Rising working capital needs monitoring, but a deleveraged balance sheet and cash offer financial resilience.