Lumax Industries Limited — PPTs, 08-11-2025: Investor Presentation

Lumax Industries delivered a strong Q2FY26, with revenue up 24.2% YoY to Rs 1,009 Cr. Half-year (H1FY26) revenue also saw healthy growth, rising 22.4% to Rs 1,931 Cr. Profit after tax (PAT) for the quarter climbed 26.0% YoY to Rs 36 Cr, while H1FY26 PAT reached Rs 72 Cr, up 15.0%. This growth is primarily fueled by increasing LED lighting penetration, now forming 61% of H1FY26 revenue.

The company's strategy centers on technology leadership, securing new business wins from major automakers. This has led to a robust order book exceeding Rs 1,840 Cr, with 85% in LED solutions. Management notes positive demand in the auto sector, boosted by GST changes and the festive season, and anticipates strong H2 momentum from new model launches. Lumax is focused on technology-led growth and operational excellence.