Lumax Industries Limited — PPTs, 10-02-2026: Investor Presentation

Lumax Industries reported a robust Q3 FY26, achieving its highest-ever quarterly revenue of ₹1,053 Cr, up 18.7% YoY. 9M FY26 revenue grew 20.5% to ₹2,984 Cr. Profitability also surged, with Q3 EBITDA at ₹112 Cr (+57.2% YoY) and 10.6% margins. PAT for Q3 stood at ₹47 Cr (+39.1% YoY). For 9M FY26, EBITDA was ₹287 Cr (+41.2% YoY) and PAT ₹118 Cr (+23.4% YoY). EPS for Q3 was INR 49.8 and INR 126.6 for 9M FY26. Return on Capital Employed (RoCE) improved to 14% and Return on Equity (RoE) to 20% for 9M FY26.

Growth is fueled by a strategic focus on premiumization, higher content per vehicle, and continuous innovation in automotive lighting technology, including advanced LED solutions (81% of its ₹1,759 Cr order book). The company is strengthening its leadership through strong OEM relationships and strategic partnerships.

Management expresses confidence in future growth, driven by a robust order pipeline, supportive industry conditions, and a sustained focus on technology, premium offerings, and operational discipline. The company's technology roadmap highlights future developments like Slim Line Modules and ADAS sensor integration.