Lux Industries Ltd. · NSE:LUXIND
Lux Industries — Q4 FY2026 Earnings Presentation
69 slides from Lux Industries's earnings presentation, May 21, 2026
Slide 1: Exchange filing cover letter
Date: May 21, 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 Svmbol: LUXIND Respected Sir/Ma'am, Sub: Invest
Slide 2: Lux Industries Limited Corporate Presentation Q4 & FY'26
LUX INDUSTRIES LIMITED CORPORATE PRESENTATION I Q4 & FY’26
Slide 3: What's Inside
WHAT’S INSIDE 24-39 03 Fast-track progress Market 24 Strengths 34 Financials 25 Manufacturing 35 Leadership Profile 03 Market Outlook & Company Update 26 New Markets 36 Next Generation 27 Multi- Channel Footprint 37-38 Management 05-16 28-32 Branding 33 Digitalization 39 Transforming into a New Lux
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 volatile ➢ Promising response received
Slide 5: Corporate Identity
05 At a glance 06-07 Milestone 08-16 Brand Portfolio 17 Presence 18 Export Presence 19 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 ₹ 2,929 Crores 34+ crore 2 lakh+ 46+ Indian innerwear Consolidated revenue Garment pieces** Retailers network across Country export presence company from operations for FY’26 manufacturi
Slide 7: Building on a Rich Legacy
MILESTONE BUILDING ON A RICH LEGACY 1957 2017-19 2017-19 (Contd.) • Shri Girdhari Lal Todi founded • Varun Dhawan roped in as brand • Lux Classic & Lux Venus Classic Biswanath Hosiery Mills ambassador of Lux Cozi relaunched. 1993-95 • Amitabh Bachchan became face of • Kartik Aaryan onboarded as bran
Slide 8: Building on a Rich Legacy (Contd.)
MILESTONE BUILDING ON A RICH LEGACY (Contd.) 2023 2025 • Roped in Janhvi Kapoor as brand 2025 Contd.. • Launched “Lux Nitro” & “Lux Nitro • Mr. Saket Todi, ED & Mr. Udit Todi, ambassador for “Lyra”, Urvashi Neo” as a men’s innerwear brand in ED named among India’s Top 155 Rautela for ‘GenX’, Jacquel
Slide 9: New Face for Brand - ONN
VvyEeEozi 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
Slide 10: New Brand Ambassador for Lux Champion
BRAND PORTFOLIO NEW BRAND AMBASSADOR FOR ‘LUX CHAMPION’ 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,
Slide 11: New Brand Launches
BRAND PORTFOLIO NEW BRAND LAUNCHES Lux Indus trie s Limit ed 10
Slide 12: New Brand Launches
BRAND PORTFOLIO NEW BRAND LAUNCHES Lux Indus trie s Limit ed 11
Slide 13: 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 14: Lux Product Portfolio
BRAND PORTFOLIO LUX PRODUCT PORTFOLIO Womenswear Innerwear Brassieres Men’s Panties Innerwear Camisole Vest Shapewear Brief Lingerie Trunk a Womenswear T-Shirt Outerwear LegJeggings gings Kidswear Kurti Pant Vest Palazzo Mega T-shirts Brief Night-suits Trunk Men’s Innerwear Denims Kidswear Half Pant
Slide 15: 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 16: Lux Product Portfolio
BRAND PORTFOLIO LUX PRODUCT PORTFOLIO Lux Indus trie s Limit ed 15
Slide 17: 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 15 EBOs presence distribution in India 550+ Sales teams drive offtake Participated in India’s Most Prestigious 18 International Warehouses (12
Slide 18: 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 19: Advancing with Good Governance
GOVERNANCE ADVANCING WITH GOOD GOVERNANCE Experienced Board Strong Management Team Shareholding Pattern as on 31.03.2026 • Promoter-Directors with 25+ years of • Inducted new members in the recent 20.31% average industry experience; expertise- quarters include: 0.74% Sales & Marketing, Brand Promoti
Slide 20: New Production Facility / Opportunity Landscape
21 New Production Facility 22 Opportunity landscape Lux Indus trie s Limit ed
Slide 21: New Production Facility
NEW PRODUCTION FACILITY 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 facilit
Slide 22: Responding to Market Opportunities
OPPORTUNITY LANDSCAPE RESPONDING TO MARKET OPPORTUNITIES 1,170+ 4,500+ 30+ years ₹70+ crores Strong distribution channel Employee workforce Longstanding dealer relationship Near-term investment to augment production through internal accrual ₹24 to ₹1790 ~15% ₹300 crores* 674+ Price range of products
Slide 23: Fast-Track
24 Strengths 25 Manufacturing 26 New Markets 27 Multi- Channel Footprint 28-32 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 Indus trie s Limit ed
Slide 24: 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 25: 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 26: Venturing into Newer Regions and Segments
NEW MARKETS VENTURING INTO NEWER REGIONS AND SEGMENTS Launched “Lux Cozi Pynk” in Becoming an all-season Promising response Diversify product portfolio in women outerwear range brand is about being a received for Rainwear female (innerwear & outerwear) expanding “Lux Cozi” brand in reliable choice,
Slide 27: 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, engagement initiatives Srinagar and Patna Strong presence in Target
Slide 28: Crafting 360° Branding Initiatives
BRANDING CRAFTING 360° BRANDING INITIATIVES ₹1,260 crores Branding investments in the last eight years including FY’26 8% Average share of revenues spent on branding (FY19 – FY’26) ₹13 Return on every rupee spent on Brand promotion for FY’26 Salman Khan, Sunny Deol, Jacqueline Fernandez, Hrithik Ros
Slide 29: 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 30: Creating Successful Brand Strategy
BRANDING CREATING SUCCESSFUL BRAND STRATEGY 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 hono
Slide 31: Next Generation Leader
BRANDING NEXT GENERATION LEADER 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’
Slide 32: Exceptional Leadership
BRANDING EXCEPTIONAL LEADERSHIP Lux Indus trie s Limit ed 31
Slide 33: 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 34: Strengthening Financials
FINANCIALS STRENGTHENING FINANCIALS 181 days 197 days Leveraged credit policy to 9.4% Working Capital Days in FY’25 Working Capital Days in FY’26 strengthen working capital ROCE, FY’26 116 days 124 days Strong liquidity buffer ₹300 crores Inventory cycle in FY’25 Inventory cycle in FY’26 Gross cash
Slide 35: 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 36: 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 37: Strengthening the Management Team
MANAGEMENT STRENGTHENING THE MANAGEMENT TEAM Professionals in key positions 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 Of
Slide 38: Strengthening the Management Team
MANAGEMENT STRENGTHENING THE MANAGEMENT TEAM Professionals in key positions AjaySurendra Nagar Bajaj Pradip Kumar Kandar Subrata Kumar Roy Vice President Chief Financial - Marketing Officer (CFO) GM - Secretarial & Legal Chief Information Officer - Vertical A • Qualified Company Secretary with a Mas
Slide 39: 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 40: Business Highlights / Performance
41 Business Highlights 42-58 Performance Lux Indus trie s Limit ed
Slide 41: Q4 & FY'26 Business Highlights
BUSINESS HIGHLIGHTS Q4 & FY’26 BUSINESS HIGHLIGHTS FINANCIAL POWER GROWTH DRIVERS BRANDS DIGITAL PLAY BRAND INVESTMENT PERFORMANCE Revenue increased by 7% Power brands i.e. Lux Cozi Pivoting from primarily Substantial investment Long Standing Q4 YoY & 13% FY’26 YoY and Lux Venus maintained offline t
Slide 42: Financial Snapshots – Q4 FY'26 & Q4 FY'25
PERFORMANCE FINANCIAL SNAPSHOTS – Q4 FY’26 & Q4 FY’25 Revenue (₹ in Crores) EBITDA (₹ in Crores) PAT (₹ in Crores) 873 818 78 75 48 47 10% 7% 9% 6% 5% Q4 FY'25 Q4 FY'26 Q4 FY'25 Q4 FY'26 Q4 FY'25 Q4 FY'26 Growth (%) Margin (%) Margin (%) Lux Indus trie s Limit ed 42
Slide 43: Financial Snapshots – FY'26 & FY'25
PERFORMANCE FINANCIAL SNAPSHOTS – FY’26 & FY’25 Revenue (₹ in Crores) EBITDA (₹ in Crores) PAT (₹ in Crores) 2929 266 165 2583 205 106 10% 13% 6% 7% 4% FY'25 FY'26 FY'25 FY'26 FY'25 FY'26 Growth (%) Margin (%) Margin (%) Lux Indus trie s Limit ed 43
Slide 44: Key Performance Indicators
PERFORMANCE KEY PERFORMANCE INDICATORS 200 197 181 160 140 124 128 116 120 80 67 61 40 0 Inventory Days Debtor Days Creditors Days Working Capital Days Increase in Inventory days due to FY'25 FY'26 Working capital days expected to ease inventory carrying of new brand Lux out going forward due to bet
Slide 45: Segment Revenue & Results - Q4 FY'26 & FY'26
PERFORMANCE SEGMENT REVENUE & RESULTS- Q4 FY’26 & FY’26 Q4 (Rs. cr.) YE (Rs. cr.) Particulars FY'26 FY'25 YoY FY'26 FY'25 YoY growth growth Segment Revenue a) Vertical A 398.65 378.55 5.31% 1,365.22 1,112.57 22.71% b) Vertical B 356.65 333.97 6.79% 1,235.65 1,138.57 8.53% c) Vertical C 117.71 105.17
Slide 46: Segment Assets & Liabilities - As on YE FY'26
PERFORMANCE SEGMENT ASSETS & LIABILITIES- AS ON YE FY’26 YE (Rs. cr.) Particulars FY’26 FY’25 YoY growth Segment Assets a) Vertical A 1,370.41 1,072.66 27.76% b) Vertical B 1,348.40 1,067.24 26.34% c) Vertical C 320.98 307.28 4.46% d) Un-allocable # 49.07 116.53 -57.90% Total Assets 3,088.86 2,563.7
Slide 47: 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 48: Key Business Highlights Vertical - A
CONSOLIDATED PERFORMANCE KEY BUSINESS HIGHLIGHTS VERTICAL - A CONSOLIDATED PERFORMANCE Amount (Rs. in cr) Amount (Rs. in cr) Particulars Q4 FY 26 Q4 FY 25 FY'26 FY'25 Revenue From Operation 398.6 378.5 1,365.2 1,109.1 Other Income 10.7 1.2 16.8 7.3 Total Income 409.3 379.7 1,382.0 1,116.4 COGS 281.7
Slide 49: Key Business Highlights Vertical - A
CONSOLIDATED PERFORMANCE KEY BUSINESS HIGHLIGHTS VERTICAL - A Consolidated Q4 FY’26 Performance Indicator Volume (in pcs) Revenue from Operation 5.80 crores Rs.399 crores 4% 5% EBITDA PBT Rs.42 crores Rs.30 crores 7% -6% Consolidated FY’26 Performance Indicator Volume (in pcs) Revenue from Operation
Slide 50: Key Performance Indicators Vertical - A
CONSOLIDATED PERFORMANCE KEY PERFORMANCE INDICATORS VERTICAL - A 250 206 200 181 150 139 141 125 120 100 80 58 50 - Inventory Turnover Debtor Turnover Days Creditor Turnover Working Capital Days Days Turnover Days FY'25 FY'26 Lux Indust rie s Limite d 49
Slide 51: Vertical B: Facilities and Brands
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 52: Key Business Highlights - Vertical B
PERFORMANCE KEY BUSINESS HIGHLIGHTS - VERTICAL B Revenue from Operations Advertisement Spend EBITDA Q4 FY’26 Rs. 357 crores Rs. 30 crores Rs. 29 crores 6.8% 6.3% 14.8% Revenue from Operations Advertisement Spend EBITDA YE FY’26 Rs. 1,236 crores Rs. 102 crores Rs. 92 crores 8.5% 8.2% 28.9% ➢ Overall
Slide 53: Key Business Highlights Vertical - B
CONSOLIDATED PERFORMANCE KEY BUSINESS HIGHLIGHTS VERTICAL - B CONSOLIDATED PERFORMANCE Amount (Rs. in Cr.) Amount (Rs. in Cr.) Particulars Q4 FY 26 Q4 FY 25 YE MAR’ 26 YE MAR’ 25 Revenue from operations 356.65 333.97 1,235.65 1,138.57 COGS 260.07 229.00 886.23 788.10 Gross Margin 96.58 104.96 349.42
Slide 54: Vertical B - Key Performance Indicators
PERFORMANCE VERTICAL B - KEY PERFORMANCE INDICATORS 200 167 160 134 119 120 108 97 95 80 57 60 40 0 Inventory Days Debtor Days Creditors Days Working Capital Days Increase in Inventory days due to FY'25 FY'26 Working capital days expected to ease inventory carrying of new brand Lux out going forward
Slide 55: Vertical C: Facilities and Brands
VERTICAL C Mr. Rahul Kumar Todi FACILIT IES RE LATE D Vengamedu (Tiruppur) BRANDS OUR OFFICE Related Management Office Angeripalayam Main Road, Shastri Nagar, Tiruppur
Slide 56: Key Business Highlights Vertical - C
CONSOLIDATED PERFORMANCE KEY BUSINESS HIGHLIGHTS VERTICAL - C CONSOLIDATED PERFORMANCE Amount (Rs. in Cr.) Amount (Rs. in Cr.) Particulars Q4 FY 26 Q4 FY 25 YE MAR 26 YE MAR 25 Revenue from operations 117.71 105.17 327.87 331.92 COGS 84.47 73.84 231.04 232.27 Gross Margin 33.24 31.33 96.83 99.65 Gro
Slide 57: Key Business Highlights - Vertical C
PERFORMANCE KEY BUSINESS HIGHLIGHTS- VERTICAL C Revenue from Operations PBT EBITDA Q4 FY’26 Rs. 118 crores Rs. 8.60 crores Rs. 9.61 crores 11.9% 12.9% 13.2% Revenue from Operations PBT YE FY’26 EBITDA Rs. 328 crores Rs. 17.80 crores Rs. 21.7 crores 1.2% 21.6% 18.7% Onboarded Sidharth Malhotra for br
Slide 58: Vertical C - Key Performance Indicators
PERFORMANCE VERTICAL C - KEY PERFORMANCE INDICATORS 320 244 240 224 188 166 160 104 106 80 46 49 0 Inventory Days Debtor Days Creditors Days Working Capital Days FY'25 FY'26 Lux Indus trie s Limit ed 57
Slide 59: Sustainability / CSR / Environment
60 Sustainability 51-65 CSR 66-67 Environment Lux Indus trie s Limit ed
Slide 60: 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 61: 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 62: 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 63: 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 64: 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 65: CSR project at Joka, Kolkata
CSR at Joka, Kolkata Lux Industries Limited 64
Slide 66: Environment: Increase in Solar Power Capacity
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 65
Slide 67: 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 68: 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 69: For further information, please contact
For further information, please contact Lux Industries Limited CIN: L17309WB1995PLC073053 Email: investors@luxinnerwear.com Website: www.luxinnerwear.com