Lux Industries Ltd. · NSE:LUXIND
Lux Industries — Q2 FY2026 Earnings Presentation
65 slides from Lux Industries's earnings presentation, Nov 8, 2025
Slide 1: Exchange filing cover letter
Date: November 08, 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 Respected Sir/Ma'am, Sub:
Slide 2: Corporate Presentation Q2 & HYE FY'26
LUX INDUSTRIES LIMITED CORPORATE PRESENTATION I Q2 & HYE FY’26
Slide 3: What's Inside
WHAT’S INSIDE Fast-track progress Market 20 Strengths 30 Financials 21 Manufacturing 31 Leadership Profile 03 Market Outlook & Company Update 22 New Markets 32 Next Generation 23 Multi- Channel Footprint 33-34 Management 24-28 Branding 35 Transforming into a New Lux 29 Digitalization Corporate ident
Slide 4: Market Outlook & Company Update
MARKET MARKET OUTLOOK & COMPANY UPDATE Economy & Market Update Brand Performance Growing appetite for mid- premium & premium Subdued consumption demands brands Brands continue to expand strategically in Strong brand recall Promising response received for brand ‘Lux Nitro’ key markets ‘Lux
Slide 5: Corporate
05 At a glance 06 Milestone 07-12 Brand Portfolio 13 Presence 14 Export Presence 15 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 Indian innerwear Consolidated revenue Garment pieces** Retailers network across Country export presence company from operations* manufacturing capacity India (volume terms) across 9 state-of-
Slide 7: Milestones
MILESTONE • Shri Girdhari Lal Todi founded • Launched “Lux Nitro” & “Lux Nitro Neo” • Merger of J.M. Hosiery and Ebell • Roped in Janhvi Kapoor as Biswanath Hosiery Mills as a men’s innerwear brand in mid- Fashions with Lux Industries brand ambassador for “Lyra”, premium segment and onboarded Kartik
Slide 8: Brand Portfolio
BRAND PORTFOLIO Lux Industries Limited 7
Slide 9: Brand Portfolio
BRAND PORTFOLIO Lux Industries Limited 8
Slide 10: Lux Nitro mid-premium men's innerwear brand
BRAND PORTFOLIO 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, cutting-edge techn
Slide 11: Brand Portfolio
BRAND 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 Vests Vests Track Pan
Slide 12: Brand Portfolio
BRAND 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 Rainwear category Half
Slide 13: Lux Product Portfolio
LUX PRODUCT PORTFOLIO Ox CHAMPION COMFORT WEAR W52< CLASSIC INNERWEAR CHALO % i. u I 5 = CHAMPION “APN Live “ j } CHAA' Nii with © ; \ Mens Innerwear » White Vests aK » Gym Vests y ‘% 7 Mens Comfort Wear » Briefs. < 2 ‘ Womens Innerwear » Vests a Camisole q » Trunks Mens Casualwear Raceraack Mens In
Slide 14: Presence: 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 16 EBOs presence distribution in India Sales teams drive offtake Participated in India’s Biggest Exhibition on Gifting & Warehouses (12 states
Slide 15: Export Presence
EXPORT PRESENCE Iraq Kuwait Saudi Qatar Star Export Market traction in Germany Arabia Bahrain UAE Oman House tropical countries Chad Sudan Nepal recognition (including GCC Mali Niger Jordan Myanmar by region and Africa) Government Algeria Thailand Nigeria of India Morocco Benin Hong Kong Burkina Fas
Slide 16: Governance and Shareholding Pattern
GOVERNANCE Experienced Board Strong Management Team Shareholding Pattern as on 30.09.2025 • Promoter-Directors with 25+ years of • Inducted new members in the recent average industry experience; expertise- quarters include: Sales & Marketing, Brand Promotion, Vertical A: 19.96% 1.02% Product Develop
Slide 17: Opportunity Landscape
17-18 Opportunity landscape Lux Industries Limited
Slide 18: Opportunity Landscape
OPPORTUNITY LANDSCAPE Lux Industries Jagadishpur Hosiery Park Facility Lux Industries Limited 17
Slide 19: Opportunity Landscape
OPPORTUNITY LANDSCAPE Strong distribution channel Employee workforce Longstanding dealer relationship Near-term investment to augment production through internal accrual Price range of products Existing market share in men's Gross cash balance Districts-presence in India innerwear *HYE FY’26 Lux Ind
Slide 20: Fast-Track
20 Strengths 21 Manufacturing 22 New Markets 23 Multi- Channel Footprint 24-25 Branding 26 Digitalisation 27 Financials 28 Leadership Profile 29 Next Generation 30-31 Management 32 Transforming into a New Lux FAST-TRACK Lux Industries Limited
Slide 21: Strengths: Lux Value System
STRENGTHS 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 Efficiency: Presence acros
Slide 22: Manufacturing
MANUFACTURING Yarn Consistent manufacturing Flexible core manufacturing excellence for over 3 decades process Ability to consistently deliver high Manufacturing Key focus areas: quality, cost quality products on timely basis Process effectiveness and innovation Investment on machines from Completed
Slide 23: New Markets: 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 24: Multi-Channel Footprint
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 revenue of ₹200 Cr multi-brand outlets and from
Slide 25: Branding
BRANDING Salman Khan, Sourav Ganguly, Jacqueline Branding investments in the last Fernandez, eight years including HYE FY’26 Kartik Aaryan, Varun Dhawan, Shraddha Kapoor, Janhvi Kapoor, Pankaj Average share of revenues Tripathi, Surya spent on branding Kumar Yadav (FY18 – HYE FY’26) and Urvashi Raut
Slide 26: Creating Successful Brands Across Price Points
BRANDING 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 desired Translating brand strengths
Slide 27: Shraddha Kapoor as Pynk Brand Ambassador
BRANDING Onboarded Shraddha Kapoor as Brand Ambassador for Pynk. Her effortless charm and relatable persona embody Pynk’s message – “That’s me” – a confident, dynamic celebration of every women’s authentic self. Within just a year of its launch “PYNK” has been honoured with the “Best Brand for Women
Slide 28: Saket Todi in Hurun India U35 List 2025
Mr. Saket Todi featured in the Avendus Wealth – Hurun India U35 List 2025 under the categories as mentioned below:- Top Representative Cities U35 Entrepreneurs Top Representative State U35 Entrepreneurs Top Industries Representative - Lux Industries Ltd India’s Most Experienced U35 Leaders T
Slide 29: Branding
BRANDING Lux Industries Limited 28
Slide 30: Digitalisation
DIGITALISATION 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 Internal Team People Experience Lau
Slide 31: Financials: Working Capital and Liquidity
FINANCIALS Leveraged credit policy to strengthen working capital Working Capital Days in HYE FY’25 Working Capital Days in HYE FY’26 ROCE, HYE FY’26 Strong liquidity buffer Inventory cycle in HYE FY’25 Inventory cycle in HYE FY’26 Gross cash and cash equivalents, HYE FY’26 Creditor days in HYE FY’25
Slide 32: Leadership Profile
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 development and productio
Slide 33: Next Generation
NEXT GENERATION 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 Economics (Hons.) from St. • Engaged wi
Slide 34: Management
MANAGEMENT Ajay Nagar Ajay Nagar AjaySmita NagarMishra Sanjay Ajay Mittal Nagar Chief Chief Financial Financial Officer Officer Chief FinancialSecretary Company & Compliance Officer Officer (CFO) Vice ChiefPresident- Sales Financial Officer • Qualified Chartered Accountant • Qualified Company Secret
Slide 35: Management
MANAGEMENT AjaySurendra Nagar Bajaj Pradip Kumar Kandar Subrata Kumar Roy Vice President- Chief Financial Marketing Officer (CFO) GM- Secretarial & Legal Chief Information Officer - Vertical A • Senior IT Leader • 35+ years of experience in marketing • Qualified Company Secretary with a Master's ind
Slide 36: Transforming into a New Lux
TRANSFORMING INTO A NEW LUX 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 innerwear, Strengthene
Slide 37: Business Highlights and Performance
34 Business Highlights 35-55 Performance Lux Industries Limited
Slide 38: Business Highlights
BUSINESS HIGHLIGHTS FINANCIAL POWER GROWTH DRIVERS PERFORMANCE BRANDS DIGITAL PLAY BRAND INVESTMENT Revenue increased by 15% Power brands i.e. Lux Cozi Pivoting from primarily Substantial investment Long Standing Q2 YoY and Lux Venus maintained offline to Omni-channel in brand building Relationships
Slide 39: Q2 Revenue, EBITDA and PAT
PERFORMANCE Revenue (₹ in Crores) EBITDA (₹ in Crores) PAT (₹ in Crores) 779 78 677 52 49 11.4% 15% 23 7.5% 6.3% 2.9% Q2 FY'25 Q2 FY'26 Q2 FY'25 Q2 FY'26 Q2 FY'25 Q2 FY'26 Growth (%) Margin (%) Margin (%) Lux Industries Limited 38
Slide 40: Half-Year Revenue, EBITDA and PAT
PERFORMANCE Revenue (₹ in Crores) EBITDA (₹ in Crores) PAT (₹ in Crores) 1383 133 85 1213 93 46 10.8% 14% 6.9% 6.7% 3.3% HYE FY'25 HYE FY'26 HYE FY'25 HYE FY'26 HYE FY'25 HYE FY'26 Growth (%) Margin (%) Margin (%) Lux Industries Limited 39
Slide 41: Segment Revenue and Results
PERFORMANCE Q2 (Rs. cr.) HYE (Rs. cr.) Particulars FY'26 FY'25 YoY FY'26 FY'25 YoY growth growth Segment Revenue a) Vertical A 375.73 291.96 28.7% 643.90 511.19 26.0% b) Vertical B 321.47 295.04 9.0% 584.29 535.10 9.2% c) Vertical C 81.56 90.45 -9.8% 154.90 166.45 -6.9% Revenue from operations 778.7
Slide 42: Segment Assets and Liabilities
PERFORMANCE HYE (Rs. cr.) Particulars FY’26 FY’25 YoY growth Segment Assets a) Vertical A 1,298.74 935.65 38.8% b) Vertical B 1188.47 994.00 19.6% c) Vertical C 361.71 296.99 21.8% d) Un-allocable # 113.19 125.55 -9.8% Total Assets 2,962.11 2,352.19 25.9% Segment Liabilities a) Vertical A 660.50 342
Slide 43: Vertical A: Facilities and Brands
FINANCIAL PERFORMANCE VERTICAL A Mr. Saket Todi FACILITIES Dankuni (W.B.), Sankrail Industrial Park (W.B.), Tajpur Road OUR (Punjab), Tiruppur (Tamil Nadu) BRANDS OFFICE Head Office, 17th floor Adventz Infinity, OUR Salt Lake, Kolkata - 700091
Slide 44: Vertical A Consolidated Performance
CONSOLIDATED PERFORMANCE VERTICAL - A CONSOLIDATED PERFORMANCE Amount (Rs. in cr) Amount (Rs. in cr) Particulars Q2 FY 26 Q2 FY 25 HY1 FY'26 HY1 FY'25 Revenue From Operation 375.7 292.0 643.9 511.2 Other Income 2.7 2.0 4.0 3.5 Total Income 378.5 294.0 647.9 514.7 COGS 261.2 196.1 442.7 334.0 Gross M
Slide 45: Vertical A Performance Indicators
CONSOLIDATED PERFORMANCE VERTICAL - A Consolidated Q2 FY’26 Performance Indicator Volume (in pcs) EBITDA 4.81 crores Rs.26 crores 40% -26% Revenue from Operation PBT Rs.376 crores Rs.15 crores 29% -50% Consolidated HY1 FY’26 Performance Indicator Volume (in pcs) EBITDA 8.67 crores Rs.45 crores 34% -
Slide 46: Vertical A Working Capital Days
CONSOLIDATED PERFORMANCE VERTICAL - A 250 219 200 169 146 150 139 128 105 100 64 66 50 - Inventory Turnover Debtor Turnover Days Creditor Turnover Working Capital Days Days Turnover Days HY1 FY'25 HY1 FY'26 Lux Industries Limited 45
Slide 47: Vertical B: Facilities and Brands
PERFORMANCE VERTICAL B Mr. Udit Todi FACILITIES Hosiery Park, Rahon Road Tronica City Avinashi B.T. ROAD OUR (Punjab) (Ghaziabad) (Tiruppur) (W.B.) BRANDS OFFICE Corporate Office, 10th Floor, PS Srijan Tech Park, OUR DN-52, Sector-V, Salt Lake, Kolkata - 700091
Slide 48: Vertical B Performance
PERFORMANCE Revenue from Operations Advertisement Spend EBITDA Q2 FY’26 Rs. 321 crores Rs. 28 crores Rs. 23 crores 9.0% 17.9% 40.2%* Revenue from Operations Advertisement Spend HYE FY’26 EBITDA Rs. 584 crores Rs. 52 crores Rs. 43 crores 9.2% 20.9% 33.0%* Mr. Udit Todi featured in the Avendus Wealt
Slide 49: Sales Value Composition
PERFORMANCE Sales Value composition HYE Sales Value composition Increased focus on FY25 HYE FY26 premium and mid- premium segment 4% 5% Export turnover increased 42% by ~32% from Rs. 22 Crs. 46% to Rs. 29 Crs for HYE 49% FY’26. 53% Composition of Premium up by 1% and Mid- premium by 4% Premium
Slide 50: Vertical B Working Capital Days
PERFORMANCE Inventory Days Debtor Days Creditor Days Working Capital Days 134 105 60 58 179 81 91 114 HYE FY'25 HYE FY'26 HYE FY'25 HYE FY'26 HYE FY'25 HYE FY'26 HYE FY'25 HYE FY'26 Increase in Inventory days Working capital days expected to due to inventory carrying of ease out going forward due to
Slide 51: Vertical C: Facilities
VERTICAL C Mr. Rahul Kr. Todi FACILITIES RELATED Vengamedu (Tiruppur) BRANDS OUR OFFICE Related Management Office Angeripalayam Main Road, Shastri Nagar, Tiruppur
Slide 52: Vertical C Performance
PERFORMANCE Revenue from Operations PBT EBITDA Q2 FY’26 Rs. 82 crores Rs. 3.7 crores Rs. 4.6 crores 9.8% 46.5% 41.8% Revenue from Operations PBT HYE FY’26 EBITDA Rs. 155 crores Rs. 8.1 crores Rs. 10.1 crores 6.9% 31.5% 28.2% Migrating into SAP Hanna RISE. Installation of 400 KW Solar panel in Ti
Slide 53: Vertical C Working Capital Days
PERFORMANCE Inventory Days Debtor Days Creditor Days Working Capital Days 104 118 271 115 282 234 157 40 HYE FY'25 HYE FY'26 HYE FY'25 HYE FY'26 HYE FY'25 HYE FY'26 HYE FY'25 HYE FY'26 Lux Industries Limited 52
Slide 54: ESG, Sustainability, CSR, Environment
57 ESG 58 Sustainability 59-63 CSR 64-65 Environment Lux Industries Limited
Slide 55: ESG
ESG ESG Collaborated with Churchgate Partners to implement ESG Provide more transparency in disclosures regarding Environment, Social and Governance related issues Guided by the principles to make a difference in society by giving back in equal measures Recognizing the need for sustained pro
Slide 56: Sustainability
SUSTAINABILITY 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 Manufacturing locally and maximising local so
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: CSR: Residential school and chess support
CSR 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 Dhunseri Foundation for promotion of
Slide 59: CSR: Healthcare support
CSR 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 population economically underpriv
Slide 60: CSR: Shree Vishudanand Hospital support
CSR 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, designed to provide a safer, more hygienic
Slide 61: CSR
CSR Lux Industries Limited 60
Slide 62: Environment
ENVIRONMENT Substantial electricity Reducing carbon cost reduction footprint 700 KW 700 kW solar panel installation at our Avinashi & Tiruppur Facility Lux Industries Limited 61
Slide 63: Environment: Rooftop solar and water saving
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: Disclaimer
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 securities, and sh
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