Stock Report

Lumax Industries Ltd reports Q4 & FY26 Consolidated Results

Posted On : 2026-05-29 14:51:03( TIMEZONE : IST )

Lumax Industries Limited, the leader in automotive lighting and illumination today announced its Audited Financial Results for the fourth quarter and full year ended March 31st, 2026.

- Highest-ever annual revenue in FY26 at Rs. 4,184 cr, an increase of 23.0% compared to previous year

- Highest-ever quarterly revenue in Q4FY26 at Rs. 1,200 cr, an increase of 30% Y-o-Y

- Highest-ever annual EBITDA in FY26 at Rs. 412 cr up by 42.8% Y-o-Y

- Highest-ever quarterly EBITDA in Q4FY26 at Rs. 125 cr up by 46.6% Y-o-Y,

- EBITDA margin improved 130 bps Y-o-Y to 9.8% in FY26

- EBITDA margin at 10.4% in Q4FY26

- Highest-ever annual Profit after Tax (PAT)* in FY26 at Rs. 172.5 cr, an increase of 23.3% Y-o-Y

- PAT* in Q4FY26 at Rs. 54 cr compared to Rs. 44 cr for Q4FY25, up by 23% Y-o-Y

- PAT margin at 4.5% for Q4FY26 and 4.1% in FY26

- ICRA Limited has upgraded the Long-term and Short-term credit ratings to ICRA AA- (Stable) and ICRA A1+ respectively

* including share of associates

Commenting on the performance Mr. Deepak Jain, Chairman & Managing Director, Lumax Industries Limited said, "We are pleased to deliver another record performance this year, achieving our highest-ever revenues of ₹4,184 crores, reflecting a robust year-on-year (y-o-y) growth of 23%. This impressive growth has been driven by an improved product mix, with LED lighting now contributing 61% to our overall revenues. Profitability growth was faster with FY26 EBITDA increase of 42.8% y-o-y to reach ₹ 412 crores, with strong margins of 9.8%, up 130 bps y-o-y. This performance reflects the strength of our operating model, strong executional capabilities and sustained demand momentum across segments.

Our order book remains healthy at ₹2,200 crores, with LED lighting composition of 88%. Furthermore, we continue to deepen our engagement with leading OEMs such as Maruti Suzuki, Honda Motorcycle & Scooter India, Mahindra & Mahindra, Tata Motors, Hero MotoCorp contributing to a diversified and resilient revenue base.

Looking ahead, the outlook for the Indian automotive industry remains positive, supported by healthy domestic demand, premiumisation trend, improving infrastructure activity and favourable macroeconomic fundamentals. We remain cautiously optimistic about the outlook for FY27 for Lumax Industries. However, uncertainties arising from the ongoing West Asia conflict need to be closely monitored, as any prolonged disruption could impact production, commodity prices, fuel costs and overall economic sentiment."

Shares of Lumax Industries Limited was last trading in BSE at Rs. 5975.00 as compared to the previous close of Rs. 5849.05. The total number of shares traded during the day was 10122 in over 270 trades.

The stock hit an intraday high of Rs. 6039.35 and intraday low of 5813.85. The net turnover during the day was Rs. 59847458.00.