Lux Industries Ltd. · NSE:LUXIND
Lux Industries — Q2 FY2027 Earnings Presentation
71 slides from Lux Industries's earnings presentation, Nov 3, 2026
Slide 1: Exchange filing cover letter
Date: November 03, 2026 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/Madam, Sub: I
Slide 2: Corporate Presentation Q2 & HYE FY'27
LUX INDUSTRIES LIMITED CORPORATE PRESENTATION I Q2 & HYE FY’27
Slide 3: What's Inside
WHAT’S INSIDE Fast-track progress Market 25 Strengths 34 Financials 26 Manufacturing 35 Leadership Profile 03 Market Outlook & Company Update 27 New Markets 36 Next Generation 28 Multi- Channel Footprint 37-38 Management 29-32 Branding 39 Transforming into a New Lux 33 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 Brands continue to expand strategically in brands Strong brand recall key markets Moderate volume recovery Yarn prices remain high Promising response received for
Slide 5: Corporate Identity
05 At a glance 06-07 Milestone 08-15 Brand Portfolio 16 Presence 17 Export Presence 18 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 • Varun Dhawan roped in as brand • Lux Classic & Lux Venus Classic Biswanath Hosiery Mills ambassador of Lux Cozi relaunched. • Amitabh Bachchan became face of • Kartik Aaryan onboarded as brand the brands of Lux ambassador for Lux Inferno and • Export comm
Slide 8: Milestones
MILESTONE • Roped in Janhvi Kapoor as brand • Launched “Lux Nitro” & “Lux Nitro • Hrithik Roshan onboarded as Brand ambassador for “Lyra”, Urvashi Neo” as a men’s innerwear brand in Ambassador for Premium Wear Rautela for ‘GenX’, Jacqueline mid-premium segment & onboarded Brand “ONN” & Kartik Aaryan
Slide 9: New Face for Brand - ONN
New Face for Brand - ONN 4 ONN TOTAL COMFORT We are proud to announce the onboarding of Hrithik Roshan as Brand Ambassador for ONN, marking a significant step in strengthening the brand’s aspirational positioning. We believe his iconic personality, fitness-led image, and timeless sense of style stro
Slide 10: Brand Portfolio: Lux Champion
BRAND PORTFOLIO In an age dominated by loud trends and fast fashion, Lux Industries Limited is redefining comfort through the philosophy of a “second skin.” Reinforcing this vision, the company has onboarded Sidharth Malhotra as the face of its premium brand, Lux Champion — a collaboration built on
Slide 11: Brand Portfolio
BRAND PORTFOLIO Lux Industries Limited 10
Slide 12: Brand Portfolio
BRAND PORTFOLIO Lux Industries Limited 11
Slide 13: Lux Nitro
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 14: Brand Portfolio
BRAND PORTFOLIO Women’s Innerwear Brassieres Panties Men’s Camisole Innerwear Shapewear Vest Lingerie Brief Women’s Trunk a Outerwear T-Shirt Leg Jeggings gings Kidswear Kurti Pant Vest Palazzo Mega T-shirts Brief Night-suits Trunk Denims Half Pant Men’s Innerwear Men’s Outerwear Kidswear Tracks Tra
Slide 15: 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 16: Brand Portfolio
BRAND PORTFOLIO Lux Industries Limited 15
Slide 17: Widening and Deepening Reach
PRESENCE WIDENING AND DEEPENING REACH 3,000+ dealers' Available in 2 lakh+ multi- Stronger e-retail platform 13+ Depots drive faster network brand stores and 12 EBOs presence distribution in India Sales teams drive offtake Participated in India’s Most Prestigious International Warehouses (12 states)
Slide 18: 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 19: Governance
GOVERNANCE Experienced Board Strong Management Team Shareholding Pattern as on 30.09.2026 • Promoter-Directors with 25+ years of • Inducted new members in the recent quarters average industry experience; expertise- include: 0.63% 20.42% Sales & Marketing, Brand Promotion, Vertical A: 4.74% Product D
Slide 20: Opportunities contents
20-21 New Production Facility 22 ICAI Visit to Dankuni 23 Opportunity landscape Lux Industries Limited
Slide 21: Dankuni Expansion – New Production Facility
DANKUNI EXPANSION – NEW PRODUCTION FACILITY Lux Industries Limited 20
Slide 22: New Production Facility
NEW PRODUCTION FACILITY Lux Industries Jagadishpur Hosiery Park Facility Lux Industries Limited 21
Slide 23: ICAI Visit to Dankuni
ICAI VISIT TO DANKUNI Lux Industries Limited 22
Slide 24: 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’27 Lux Ind
Slide 25: Fast-Track
25 Strengths 26 Manufacturing 27 New Markets 28 Multi- Channel Footprint 29-32 Branding 33 Digitalisation 34 Financials 35 Leadership Profile 36 Next Generation 37-38 Management 39 Transforming into a New Lux FA ST -T RACK Lux Industries Limited
Slide 26: Strengths
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 27: 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 28: New Markets
NEW MARKETS VENTURING INTO NEWER REGIONS AND SEGMENTS Launched “Lux Cozi Pynk” in Becoming an all-season Vertical B acquired the licensing Promising response women outerwear range brand is about being a rights for the 'REEBOK' brand to received for Rainwear expanding “Lux Cozi” brand in reliable cho
Slide 29: Multi-Channel Footprint
MULTI-CHANNEL FOOTPRINT Growing wholesale market Adopting investment-light presence #FOFO model. Association with 3,000+ Expanding ONN EBOs at dealers with focused Airports, Live at Chennai, engagement initiatives Srinagar and Patna Strong presence in Target revenue of ₹200 Cr multi-brand outlets an
Slide 30: Branding
BRANDING Branding investments in the last eight years including HYE FY’27 Average share of revenues spent on branding (FY19 – HYE FY’27) Return on every rupee spent on Brand promotion for HYE Salman Khan, Sourav Ganguly, Jacqueline Fernandez, Hrithik Roshan, Kartik Aaryan, Varun Dhawan, Janhvi FY’27
Slide 31: Branding
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 32: Branding
BRANDING Lux Industries Limited 31
Slide 33: Branding
BRANDING Lux Industries Limited 32
Slide 34: 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 retailers Internal Team People Launched ‘Venus Connect’ Rollout new website Experience
Slide 35: Financials
FINANCIALS Leveraged credit policy to Working Capital Days in HYE FY’26 Working Capital Days in HYE FY’27 strengthen working capital ROCE, HYE FY’27 Inventory cycle in HYE FY’26 Inventory cycle in HYE FY’27 Strong liquidity buffer Gross cash and cash equivalents, HYE FY’27 Creditor days in HYE FY’26
Slide 36: 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 37: 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 38: 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 President- Sales Chief Financial Officer • Qualified Chartered Accountant • Qualified Company Secre
Slide 39: Management
MANAGEMENT Anand Poddar Vice President - Advertisement Pradip Kumar Kandar Ajay Nagar GM - Secretarial & Legal Chief Financial Officer (CFO) • Associated with the Company for 25+ years • Qualified Company Secretary with a Master's • Contributed significantly to the Company’s Degree in Commerce and a
Slide 40: 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, outerwear,
Slide 41: Business Highlights and Performance
41 Business Highlights 42-59 Performance Lux Industries Limited
Slide 42: Business Highlights
BUSINESS HIGHLIGHTS FINANCIAL POWER GROWTH DRIVERS PERFORMANCE BRANDS DIGITAL PLAY BRAND INVESTMENT Power brands i.e. Lux Cozi Pivoting from primarily Revenue decreased by 8% Substantial investment Long Standing and Lux Venus maintained offline to Omni-channel Q2 YoY in brand building Relationships
Slide 43: Q2 Performance: Revenue, EBITDA, PAT
PERFORMANCE Revenue (₹ in Crores) Operating EBITDA PAT (₹ in Crores) 779 (₹ in Crores) 718 44 46 8% 23 24 6.4% 5.6% 3% 3.3% Q2 FY'26 Q2 FY'27 Q2 FY'26 Q2 FY'27 Q2 FY'26 Q2 FY'27 Growth (%) Margin (%) Margin (%) Lux Industries Limited 42
Slide 44: Half-Year Performance: Revenue, EBITDA, PAT
PERFORMANCE Revenue (₹ in Crores) Operating PAT (₹ in Crores) 1383 1328 EBITDA (₹ in Crores) 46 47 4% 89 79 6.6% 5.7% 3.5% 3.3% HYE FY'26 HYE FY'27 HYE FY'26 HYE FY'27 HYE FY'26 HYE FY'27 Growth (%) Margin (%) Margin (%) Lux Industries Limited 43
Slide 45: Working Capital Days
PERFORMANCE 250 217 204 200 149 147 150 136 135 100 79 67 50 0 Inventory Days Debtor Days Creditors Days Working Capital Days Q2 FY'26 Q2 FY'27 Lux Industries Limited 44
Slide 46: Segment Revenue and Results
PERFORMANCE Q2 (Rs. cr.) HYE (Rs. cr.) Particulars FY'27 FY'26 YoY FY'27 FY'26 YoY growth growth Segment Revenue a) Vertical A 313.47 375.73 -16.57% 604.24 643.90 -6.16% b) Vertical B 322.76 321.47 0.40% 571.98 584.29 -2.11% c) Vertical C 82.24 81.56 0.83% 151.28 154.90 -2.34 d) Other Unallocated Re
Slide 47: Segment Assets and Liabilities
PERFORMANCE HYE (Rs. cr.) Particulars FY’27 FY’26 YoY growth Segment Assets a) Vertical A 1,434.27 1,298.74 10.44% b) Vertical B 1,328.73 1,188.47 11.80% c) Vertical C 373.75 361.71 3.33% d) Un-allocable 5.78 113.19 -94.89% Total Assets 3,142.53 2,962.11 6.09% Segment Liabilities a) Vertical A 684.1
Slide 48: 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 49: Vertical A Consolidated Performance
CONSOLIDATED PERFORMANCE VERTICAL - A CONSOLIDATED PERFORMANCE Amount (Rs. in cr) Amount (Rs. in cr) Particulars Q2 FY 27 Q2 FY 26 YTD Sep-26 YTD Sep-25 Revenue From Operation 313.5 375.6 604.3 644.2 Other Income 5.0 2.7 8.9 4.0 Total Income 318.5 378.3 613.2 648.2 COGS 207.3 261.1 396.1 442.9 Gross
Slide 50: Vertical A Performance Indicators
CONSOLIDATED PERFORMANCE VERTICAL - A Standalone Q2 FY’27 Performance Indicator Standalone YTD Sep’26 Performance Indicator Volume (in pcs) Revenue from Operation Volume (in pcs) Revenue from Operation 3.72 crores Rs.315 crores 8.05 crores Rs.612 crores -23% -16% -7% -5% EBITDA PBT EBITDA PBT Rs.27
Slide 51: Vertical A Working Capital Days
CONSOLIDATED PERFORMANCE VERTICAL - A 250 196 201 200 151 153 150 145 139 103 100 87 50 - Inventory Turnover Debtor Turnover Creditor Turnover Working Capital Days Days Days Turnover Days 6M FY'26 6M FY'27 Lux Industries Limited 50
Slide 52: 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 53: Vertical B Standalone Performance
PERFORMANCE VERTICAL - B STANDALONE PERFORMANCE Amount (Rs. in Cr.) Amount (Rs. in Cr.) Particulars Q2 FY 27 Q2 FY 26 HYE SEP’ 27 HYE SEP’ 26 Revenue from operations 322.76 321.47 571.98 584.29 COGS 226.55 230.39 401.87 417.43 Gross Margin 96.21 91.08 170.10 166.86 Gross Margin % 29.8% 28.3% 29.7% 2
Slide 54: Vertical B Performance Highlights
PERFORMANCE Revenue from Operations Advertisement Spend Operating EBITDA Q2 FY’27 Rs. 323 crores Rs. 25 crores Rs. 21 crores 0.40% -10.44% 2.32% Revenue from Operations Advertisement Spend HYE FY’27 Operating EBITDA Rs. 572 crores Rs. 42 crores Rs. 35 crores -2.11% -18.21% 6.36% Sales volume incre
Slide 55: Key Business Highlights: REEBOK Licence
KEY BUSINESS HIGHLIGHTS Territory Product portfolio Within India Men's and women’s innerwear, thermal wear WHY IT MATTERS • Supports the Vertical B’s premiumisation strategy and enhances overall brand positioning. • Expands presence beyond core offerings into the growing premium and branded innerwea
Slide 56: Vertical B Working Capital Days
PERFORMANCE 250 211 200 161 148 150 121 126 101 100 61 62 50 0 Inventory Days Debtor Days Creditors Days Working Capital Days Q2 FY'26 Q2 FY'27 Lux Industries Limited 55
Slide 57: Vertical C Facilities and Brands
VERTICAL C Mr. Rahul Kumar Todi FACILITIES RELATED Vengamedu (Tiruppur) BRANDS OUR OFFICE Related Management Office Angeripalayam Main Road, Shastri Nagar, Tiruppur
Slide 58: Vertical C Standalone Performance
PERFORMANCE VERTICAL - C STANDALONE PERFORMANCE Amount (Rs. in Cr.) Amount (Rs. in Cr.) Particulars Q2 FY 27 Q2 FY 26 HYE SEP 27 HYE SEP 26 Revenue from operations 82.24 81.56 151.28 154.90 COGS 56.24 57.50 103.74 109.47 Gross Margin 26.00 24.06 47.55 45.43 Gross Margin % 31.6% 29.5% 31.4% 29.3% Emp
Slide 59: Vertical C Performance Highlights
PERFORMANCE Revenue from Operations PBT Operating EBITDA Q2 FY’27 Rs. 82 crores Rs. 3.09 crores Rs. 4.52 crores 0.84% 16.92% 1.35% HYE FY’27 Revenue from Operations PBT Operating EBITDA Rs. 151 crores Rs. 6.93 crores Rs. 9.67 crores 2.33% 15.34% 2.76% Onboarded Sidharth Malhotra for brand ‘Lux Champ
Slide 60: Vertical C Working Capital Days
PERFORMANCE 320 296 264 240 231 221 160 128 112 79 80 53 0 Inventory Days Debtor Days Creditors Days Working Capital Days Q2 FY'26 Q2 FY'27 Lux Industries Limited 59
Slide 61: Sustainability, CSR, Environment
61 Sustainability 52-66 CSR 67-69 Environment Lux Industries Limited
Slide 62: 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 63: 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 by building rest rooms Providing Education to Mainten
Slide 64: CSR: Free Residential School Project
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 65: 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 66: CSR: Shree Vishudanand Hospital
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 67: CSR
CSR Lux Industries Limited 66
Slide 68: Environment
ENVIRONMENT Substantial electricity Reducing carbon cost reduction footprint 700 KW 700 kW solar panel installation at our Avinashi & Tiruppur Facility Lux Industries Limited 67
Slide 69: Rooftop Solar and Energy 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 ~10% of our total power save water requirements met through renewable sources Substantial electricity Installations of Capacitors cost reducti
Slide 70: 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 71: For Further Information, Please Contact
For further information, please contact Lux Industries Limited CIN: L17309WB1995PLC073053 Email: investors@luxinnerwear.com Website: www.luxinnerwear.com