Lux Industries Ltd. · NSE:LUXIND
Lux Industries — Investor Presentation (August 2025)
65 slides from Lux Industries's investor presentation, Aug 12, 2025
Slide 1: Exchange filing cover letter: Investor Presentation
u Date: August 12, 2025 To, To, The Secretary, The Secretary, BSE Limited, National Stock Exchange of India Ltd., P.J. Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Bandera (E), Mumbai- 400 001 Mumbai - 400 051 Scrip Code: 539542 Symbol: LUXIND Dear Sir/Ma'am, Sub: Invest
Slide 2: Lux Industries Limited Corporate Presentation Q1 FY'26
LUX INDUSTRIES LIMITED CORPORATE PRESENTATION I Q1 FY’26
Slide 3: What's Inside
WHAT’S INSIDE 19-31 03 Fast-track progress Market 19 Strengths 26 Financials 20 Manufacturing 27 Leadership Profile 03 Market Outlook & Company Update 21 New Markets 28 Next Generation 22 Multi- Channel Footprint 29-30 Management 05-14 23-24 Branding 25 Digitalization 31 Transforming into a New Lux
Slide 4: Market Outlook & Company Update
MARKET MARKET OUTLOOK & COMPANY UPDATE Economy & Market Update Brand Performance ➢ Clear shift towards organized segment ➢ Subdued consumption demands because of ➢ Strong brand recall felt – Power brands performing well inflation, etc despite inflationary pressures ➢ Promising response received for
Slide 5: Corporate
05 At a glance 06 Milestone 07-11 Brand Portfolio 12 Presence 13 Export Presence 14 Governance C O R P O R AT E
Slide 6: At a Glance
AT A GLANCE ENSURING EVERYDAY COMFORT FOR DECADES Lux group Unique in its value proposition Leadership Scale No.1 ₹ 604 Crores 34+ crore 2 lakh+ 46+ Indian innerwear Consolidated revenue Garment pieces** Retailers network across Country export presence company from operations* manufacturing capacity
Slide 7: Building on a Rich Legacy
MILESTONE BUILDING ON A RICH LEGACY 1957 2021-22 2025 • Shri Girdhari Lal Todi founded 2023-24 • Launched ‘Lux Nitro’ & ‘Lux Nitro • Merger of J.M. Hosiery and Ebell • Roped in Janhvi Kapoor as Biswanath Hosiery Mills Neo’ as a men’s innerwear brand Fashions with Lux Industries brand ambassador for
Slide 8: New Brand Launches
BRAND PORTFOLIO NEW BRAND LAUNCHES Lux Indus trie s Limit ed 7
Slide 9: New Brand Launches
BRAND PORTFOLIO NEW BRAND LAUNCHES Our latest mid-premium men’s innerwear brand, Lux Nitro, marks a significant milestone, symbolizing a bold step forward to reinvigorate the market with a fresh and youthful personality. Lux Nitro aims to redefine the innerwear segment by combining superior quality,
Slide 10: Lux Product Portfolio
BRAND PORTFOLIO LUX PRODUCT PORTFOLIO Womenswear Innerwear Brassieres Men’s Panties Innerwear Camisole Vest Shapewear Brief Lingerie Trunk a T-Shirt Womenswear Outerwear Leggings Kidswear Jeggings Vest Kurti Pant Mega Palazzo Brief T-shirts Trunk Night-suits Men’s Innerwear Kidswear Half Pant Denims
Slide 11: Lux Product Portfolio
BRAND PORTFOLIO LUX PRODUCT PORTFOLIO Mens Outerwear T- Shirt Half Pant Track Pant Joggers Jackets Socks Sweatshirt Mens Innerwear Kidswear Vest T- Shirt Brief Track Pant Trunk Sweatshirt Thermals Jackets Men’s Innerwear Vests Women’s Innerwear T Shirts Panties Briefs New Launches Full Sips Boxers R
Slide 12: Lux Product Portfolio
LUX PRODUCT PORTFOLIO Lux Indus trie s Limit ed 11
Slide 13: Widening and Deepening Reach
PRESENCE WIDENING AND DEEPENING REACH 1,170+ dealers' Available in 2 lakh+ multi- Stronger e-retail platform 13+ Depots drive faster network brand stores and 13 EBOs presence distribution in India 550+ Sales teams drive offtake Participated in India’s Biggest Exhibition on 18 Gifting & Warehouses (1
Slide 14: Taking Homegrown Brands to the Global Market
EXPORT PRESENCE TAKING HOMEGROWN BRANDS TO THE GLOBAL MARKET Iraq Kuwait Saudi Qatar Star Export Market traction in Germany Arabia Bahrain UAE Oman Sudan House tropical countries Chad Nepal recognition (including GCC Mali Jordan Myanmar Niger by region and Africa) Government Algeria Thailand Nigeria
Slide 15: Advancing with Good Governance
GOVERNANCE ADVANCING WITH GOOD GOVERNANCE Experienced Board Strong Management Team Shareholding Pattern as on 30.06.2025 • Promoter-Directors with 25+ years of • Inducted new members in the recent average industry experience; expertise- quarters include: Sales & Marketing, Brand Promotion, Vertical
Slide 16: Opportunity Landscape
16-17 Opportunity landscape Lux Indus trie s Limit ed
Slide 17: New Production Facility
OPPORTUNITY LANDSCAPE NEW PRODUCTION FACILITY WEST BENGAL HOSIERY PARK, KOLKATA Commissioned 4.50 lakh square feet, ‘State-of-the-Art’ facility which is spread over 5 acres of land, with 30% allocated for manufacturing and the remaining area dedicated to warehousing, storage, and finishing facilitie
Slide 18: Responding to Market Opportunities
OPPORTUNITY LANDSCAPE RESPONDING TO MARKET OPPORTUNITIES 1,170+ 4,000+ 30+ years ₹55+ crores Strong distribution channel Employee workforce Longstanding dealer relationship Near-term investment to augment production through internal accrual ₹24 to ₹1790 ~15% ₹194 crores* 674+ Price range of products
Slide 19: Fast-Track
19 Strengths 20 Manufacturing 21 New Markets 22 Multi- Channel Footprint 23-24 Branding 25 Digitalisation 26 Financials 27 Leadership Profile 28 Next Generation 29-30 Management 31 Transforming into a New Lux FA ST -T RACK Lux Indus trie s Limit ed
Slide 20: Growth Initiatives
STRENGTHS GROWTH INITIATIVES Expansion: Foraying into new segments Technology: Augmenting digital and geographies and expanding multi- capability with investments in channel footprint automation (SAP HANA) for enhanced operational control Expansion Technology Quality: Creating new benchmarks Efficie
Slide 21: Enhancing Manufacturing Capabilities
MANUFACTURING ENHANCING MANUFACTURING CAPABILITIES Yarn 3 Cr kg Consistent manufacturing Flexible core manufacturing excellence for over 3 decades process s pc Cr 3C 34 rk g Ability to consistently deliver high Manufacturing Key focus areas: quality, cost quality products on timely basis Process eff
Slide 22: Venturing into Newer Regions and Segments
NEW MARKETS VENTURING INTO NEWER REGIONS AND SEGMENTS Launched “Lux Cozi Pynk” in Becoming an all-season Diversify product portfolio in Promising response women outerwear range brand is about being a female (innerwear & outerwear) received for Rainwear expanding our “Lux Cozi” reliable choice, meeti
Slide 23: Expanding Through Multi-Channel Footprint
MULTI-CHANNEL FOOTPRINT EXPANDING THROUGH MULTI-CHANNEL FOOTPRINT Growing wholesale market Adopting investment-light presence #FOFO model. Association with 1,170+ Expanding ONN EBOs at dealers with focused Airports. Live at Chennai and engagement initiatives Srinagar Strong presence in Target revenu
Slide 24: Crafting 360° Branding Initiatives
BRANDING CRAFTING 360° BRANDING INITIATIVES Salman Khan, Sourav Ganguly, ₹1,190 crores Jacqueline Branding investments in the last Fernandez, eight years including Q1 FY’26 Kartik Aaryan, Varun Dhawan, Shraddha Kapoor, Janhvi 9% Kapoor, Pankaj Average share of revenues Tripathi, Surya spent on brand
Slide 25: Creating Successful Brand Strategy
BRANDING CREATING SUCCESSFUL BRAND STRATEGY 1 2 3 Creating Successful Innovative products Sustaining brand across and launches brand different price point promotion 6 5 4 Clear and consistent Evolving Strengthening brand product communication endorsement salience compatibility 7 8 Messaging around d
Slide 26: Accelerating Digital Adoption
DIGITALISATION ACCELERATING DIGITAL ADOPTION IT New Initiatives by Launched ‘Lyra Connect’ developing new age solutions Retailer App- a first of its kind Process app to directly connect with its Timeline for better customer experiences Change – led by Subrata Kumar Roy for retailers Vertical A Inter
Slide 27: Strengthening Financials
FINANCIALS STRENGTHENING FINANCIALS Leveraged credit policy to 8.35% 159 days 206 days strengthen working capital Working Capital Days in Q1 FY’25 Working Capital Days in Q1 FY’26 ROCE, Q1 FY’26 116 days 153 days Deleveraged balance sheet and ₹194 crores Inventory cycle in Q1 FY’25 Inventory cycle i
Slide 28: Our Leadership Profile
LEADERSHIP PROFILE OUR LEADERSHIP PROFILE Ashok Kumar Todi Pradip Kumar Todi Chairman Managing Director • Visionary, Founder and Promoter • Visionary, Founder and Promoter • Commerce Graduate; engaged in the hosiery business • Commerce Graduate for over five decades • Primarily focuses on product de
Slide 29: Next Generation Taking Vision Forward
NEXT GENERATION NEXT GENERATION TAKING VISION FORWARD Navin Kumar Todi Rahul Kumar Todi Saket Todi Udit Todi Executive Director Executive Director Executive Director Executive Director • MSC in Finance from LSE, London • Commerce Graduate • Post Graduate (Marketing) from • Post Graduate (Brand and E
Slide 30: Strengthening the Management Team
MANAGEMENT STRENGTHENING THE MANAGEMENT TEAM Professionals in key positions Ajay Nagar Ajay Nagar AjaySmita NagarMishra Subrata Kumar Roy Chief Chief Financial Financial Officer Officer Chief FinancialSecretary Company & Compliance Officer Officer (CFO) Chief Information Officer - Vertical A • Quali
Slide 31: Strengthening the Management Team
MANAGEMENT STRENGTHENING THE MANAGEMENT TEAM Professionals in key positions Sanjay Ajay Mittal Nagar AjaySurendra Nagar Bajaj Vice President- Marketing Pradip Kumar Kandar Vice ChiefPresident- Sales Financial Officer Chief Financial Officer (CFO) GM- Secretarial & Legal • 35+ years of experience in
Slide 32: Prepared for Tomorrow
TRANSFORMING INTO A NEW LUX PREPARED FOR TOMORROW Combination of mass, Professionally-driven Technology-driven mid-premium and with defined premium employee roles Mass segment Promoter-driven Legacy processes Pull marketing Pan-India presence To From Push marketing Selected states of presence Men’s
Slide 33: Business Highlights / Performance
33 Business Highlights 34-52 Performance Lux Indus trie s Limit ed
Slide 34: Q1 FY'26 Business Highlights
BUSINESS HIGHLIGHTS Q1 FY’26 BUSINESS HIGHLIGHTS FINANCIAL POWER GROWTH DRIVERS BRANDS DIGITAL PLAY BRAND INVESTMENT PERFORMANCE Revenue increased by 13% Power brands i.e. Lux Cozi Pivoting from primarily Substantial investment Long Standing Q1 YoY and Lux Venus maintained offline to Omni-channel in
Slide 35: Financial Snapshots – Q1 FY'26 & Q1 FY'25
PERFORMANCE FINANCIAL SNAPSHOTS – Q1 FY’26 & Q1 FY’25 Revenue (₹ in Crores) EBITDA (₹ in Crores) PAT (₹ in Crores) 604 535 55 44 33 10% 13% 23 6% 7% 4% Q1 FY'25 Q1 FY'26 Q1 FY'25 Q1 FY'26 Q1 FY'25 Q1 FY'26 Growth (%) Margin (%) Margin (%) Lux Indus trie s Limit ed 34
Slide 36: Financial Snapshots – FY'25 & FY'24
PERFORMANCE FINANCIAL SNAPSHOTS – FY’25 & FY’24 Revenue (₹ in Crores) EBITDA (₹ in Crores) PAT (₹ in Crores) 2583 165 266 2324 214 126 11% 6% 5% 9% 10% YE FY'24 YE FY'25 YE FY'24 YE FY'25 YE FY'24 YE FY'25 Growth (%) Margin (%) Margin (%) Lux Indus trie s Limit ed 35
Slide 37: Segment Revenue & Results – Q1 FY'26 & YE FY'25
PERFORMANCE SEGMENT REVENUE & RESULTS- Q1 FY’26 & YE FY’25 Q1 (Rs. cr.) YE (Rs. cr.) Particulars FY'26 FY'25 YoY FY'25 FY'24 YoY growth growth Segment Revenue a) Vertical A 268.17 219.23 22.3% 1112.57 927.91 19.9% b) Vertical B 262.82 240.06 9.5% 1138.57 1050.24 8.4% c) Vertical C 73.34 76.00 -3.5%
Slide 38: Segment Assets & Liabilities – Q1 FY'26 & Q1 FY'25
PERFORMANCE SEGMENT ASSETS & LIABILITIES- Q1 FY’26 & Q1 FY’25 QE (Rs. cr.) Particulars Q1 FY26 Q1 FY25 YoY growth Segment Assets a) Vertical A 1152.41 840.72 37.1% b) Vertical B 1098.33 955.40 14.9% c) Vertical C 308.82 297.20 3.9% d) Un-allocable # 116.72 130.96 -10.9% Total Assets 2676.28 2224.28
Slide 39: Vertical A
FINANCIAL PERFORMANCE VERTICAL A Mr. Saket Todi FACIL ITIES Dankuni (W.B.), Sankrail Industrial Park (W.B.), Tajpur Road OUR (Punjab), Tiruppur (Tamil Nadu) BR ANDS OFFICE Head Office, 17th floor Adventz Infinity, OUR Salt Lake, Kolkata - 700091
Slide 40: Standalone Performance
STANDALONE PERFORMANCE Amount (Rs. in cr) Particulars Q1 FY 26 Q1 FY 25 Revenue From Operation 268.3 219.2 Other Income 1.3 1.6 Total Income 269.6 220.8 COGS 181.6 139.0 Gross Margin 88.0 81.8 Gross Margin % 32.6% 37.1% Employee Cost 21.0 18.0 Advertisement Expenses 26.8 23.3 Other Expenses 21.0 16.
Slide 41: Consolidated Performance
CONSOLIDATED PERFORMANCE Amount (Rs. in cr) Particulars Q1 FY 26 Q1 FY 25 Revenue From Operation 268.2 219.2 Other Income 1.3 1.6 Total Income 269.5 220.8 COGS 181.5 137.9 Gross Margin 88.0 82.9 Gross Margin % 32.7% 37.5% Employee Cost 21.1 18.5 Advertisement Expenses 26.8 23.6 Other Expenses 21.1 1
Slide 42: Standalone and Consolidated Performance
STANDALONE AND CONSOLIDATED PERFORMANCE Standalone Q1 FY’26 Performance Indicator Volume (in pcs) EBITDA 3.86 crores Rs.19 crores 32% -21% Revenue from Operation PBT Rs.268 crores Rs.12 crores 22% -45% Consolidated Q1 FY’26 Performance Indicator Volume (in pcs) EBITDA 3.86 crores Rs.19 crores 32% -2
Slide 43: Consolidated Performance
CONSOLIDATED PERFORMANCE NSV (Rs Crs.) NSV (Rs Crs.) Sales Growth Volume Category ASP (%) Q1 FY'26 Q1 FY'25 (%) Growth (%) Lux Cozi 151 161 -6 -7 1 Lux Parker 44 0 100 100 100 Lux Cozi Pynk 6 0 100 100 100 Onn Premium 18 20 -12 -15 4 Lux Premium 28 21 37 41 -3 Others 19 16 20 30 -8 Total 266 218 22
Slide 44: Key Performance Indicators
KEY PERFORMANCE INDICATORS 250 230 200 184 168 150 141 131 106 100 63 69 50 - Inventory Turnover Days Debtor Turnover Days Creditor Turnover Days Working Capital Turnover Days Q1 FY'25 Q1 FY'26 43
Slide 45: Vertical B
PERFORMANCE VERTICAL B Mr. Udit Todi FA CILIT IES Hosiery Park, Rahon Road Tronica City Avinashi B.T. ROAD OU R (Punjab) (Ghaziabad) (Tiruppur) (W.B.) B R AN DS OF FI CE Corporate Office, 10th Floor, PS Srijan Tech Park, OU R DN-52, Sector-V, Salt Lake, Kolkata - 700091
Slide 46: Key Business Highlights – Vertical B
PERFORMANCE KEY BUSINESS HIGHLIGHTS - VERTICAL B Revenue from Operations Advertisement Spend EBITDA Q1 FY’26 Rs. 263 crores Rs. 24 crores Rs. 20 crores 9.5% 24.5% 23%* Revenue from Operations Advertisement Spend EBITDA Rs. 1139 crores Rs. 94 crores Rs. 130 crores FY’25 8.5% 62% 6.2% ➢ Launch of LUX
Slide 47: Shift Towards Premiumisation
PERFORMANCE SHIFT TOWARDS PREMIUMISATION Sales Value composition Q1 Sales Value composition ➢ Increased focus on FY25 Q1 FY26 premium and mid- premium segment 4% 7% ➢ Export turnover increased by ~88% from Rs. 9 Crs. to 40% Rs. 17 Crs. 51% 56% 42% ➢ Composition of Premium up by 3% and Mid- premium b
Slide 48: Bird's-Eye View – Vertical B
PERFORMANCE BIRD’S-EYE VIEW - VERTICAL B Quarter ended (Rs in Cr.) Category NSV NSV Volume Growth Sales Growth (%) ASP (%) Q1’26 Q1’25 (%) Lux Venus 119 124 -4.3% -3.3% -1.0% Lux Nitro* 32 4 - - - Lyra 78 91 -14.7% -18.4% 4.5% Lux Venus Rainwear 12 9 40.7% 62.8% -13.6% Lux Inferno 1 1 86.1% 115.6% -
Slide 49: Vertical B – Key Performance Indicators
PERFORMANCE VERTICAL B- KEY PERFORMANCE INDICATORS Inventory Days Debtor Days Creditor Days Working Capital Days 151 73 95 173 82 55 94 121 Q1 FY'25 Q1 FY'26 Q1 FY'25 Q1 FY'26 Q1 FY'25 Q1 FY'26 Q1 FY'25 Q1 FY'26 Increase in Inventory days Working capital days expected to due to inventory carrying of
Slide 50: Vertical C
VERTICAL C Mr. Rahul Kr. Todi FACILIT IES RE LATE D Vengamedu (Tiruppur) BRANDS OUR OFFICE Related Management Office Angeripalayam Main Road, Shastri Nagar, Tiruppur
Slide 51: Key Business Highlights – Vertical C
PERFORMANCE KEY BUSINESS HIGHLIGHTS- VERTICAL C Revenue from Operations PBT EBITDA Q1 FY’26 Rs. 73 crores Rs. 4.5 crores Rs. 5.5 crores -4% -10% -10% Revenue from Operations PBT EBITDA Rs. 332 crores Rs. 22.7 crores Rs. 27 crores FY’25 -4% 20% 10% ➢ Migrating into SAP Hanna RISE. ➢ Installation of 4
Slide 52: Bird's-Eye View – Vertical C
PERFORMANCE BIRD’S-EYE VIEW- VERTICAL C Quarter ended (Rs in Cr.) Category NSV NSV Volume Growth Sales Growth (%) ASP (%) Q1’26 Q1’25 (%) GenX 13 17 -26.9% -21.9% -6.5% Lux Classic 22 35 -37.5% -43.3% 10.1% Lux Amore* 3 3 -17.8% -15.5% -2.7% Lux Karishma 10 8 26.5% 31.2% -3.6% Lux Champion 19 7 194.
Slide 53: Vertical C – Key Performance Indicators
PERFORMANCE VERTICAL C - KEY PERFORMANCE INDICATORS Inventory Days Debtor Days Creditor Days Working Capital Days 190 125 123 48 50 168 264 246 Q1 FY'25 Q1 FY'26 Q1 FY'25 Q1 FY'26 Q1 FY'25 Q1 FY'26 Q1 FY'25 Q1 FY'26 Lux Indus trie s Limit ed 52
Slide 54: ESG / Sustainability / CSR / Environment
54 ESG 55 Sustainability 56-60 CSR 61-62 Environment Lux Indus trie s Limit ed
Slide 55: Reinforcing Our ESG Commitment
ESG REINFORCING OUR ESG COMMITMENT ESG A picture containing text, clipart Description automatically generated ▪ Collaborated with Churchgate Partners to implement ESG ▪ Provide more transparency in disclosures regarding Environment, Social and Governance related issues ▪ Guided by the principles to
Slide 56: Continuing Sustainability Commitment
SUSTAINABILITY CONTINUING SUSTAINABILITY COMMITMENT Action Impact Our products are made of 100% natural fibre and we Hygienic products and reduced environmental use recyclable packaging impact Many suppliers manufacture exclusively for us Consistent product quality and employment generation Manufact
Slide 57: CSR
CSR Supporting economically Addressing environment Promotion of Sports by supporting Focusing on animal welfare backward people through sustainability Athlete, Mr. Anush Agarwalla for benefiting 500+ cows various measures such as Equestrian Sport representing India by building rest rooms in Paris Ol
Slide 58: Spreading the Seeds of Knowledge
CSR SPREADING THE SEEDS OF KNOWLEDGE Commitment for support of ₹ 2 crores towards the building of a free residential school project for over 1000+ unprivileged girls in Joka, WB has been fulfilled. Built the Saraswati Sishu Mandir School at Bali (Murshidabad) Contributed ₹ 1.5 crores to Dhanuka Dhun
Slide 59: Ensuring Well-Being for All
CSR ENSURING WELL-BEING FOR ALL Supporting Reaching healthcare Pushpawati Singhania through focused Hospital & Research intervention areas Institute (kidney ailments, cardio- vascular diseases, cancer among others) Engaging in providing Providing OPD and IPD treatment to ailing services to the popul
Slide 60: Advancing Healthcare, Inspiring Hopes
CSR ADVANCING HEALTHCARE, INSPIRING HOPES The Company is proud to extend its support to Shree Vishudanand Hospital & Research Institute, Kolkata towards the development of the General Ward. The newly renovated general wards are equipped with enhanced infrastructure and modern medical equipment, desi
Slide 61: CSR at Joka, Kolkata
CSR at Joka, Kolkata Lux Industries Limited 60
Slide 62: Environment
ENVIRONMENT INCREASE IN SOLAR POWER CAPACITY Substantial electricity Reducing carbon cost reduction footprint 700 KW 700 kW solar panel installation at our Avinashi & Tiruppur Facility Lu x Industries Limited 61
Slide 63: 1 MW Rooftop Solar Power Plant at Dankuni
ENVIRONMENT 1 MW rooftop solar Energy-saving LED lighting power plant at Dankuni systems in our plants save (West Bengal) unit energy Process technology help 30-40% of our total save water power requirements met through renewable sources Substantial electricity Installations of Capacitors cost reduc
Slide 64: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Lux Industries Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securi
Slide 65: For further information, please contact
For further information, please contact Lux Industries Limited CIN: L17309WB1995PLC073053 Email: investors@luxinnerwear.com Website: www.luxinnerwear.com