Lumax Industries Limited · NSE:LUMAXIND
Lumax Industries — Q1 FY26 Earnings Presentation
30 slides from Lumax Industries's earnings presentation, Aug 6, 2025
Slide 1: Exchange filing cover letter for Investor Presentation
LIL:CS:IP:2025-26 Date: 06.08.2025 BSE Limited National Stock Exchange of India Limited Listing & Compliance Department Listing & Compliance Department Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1 Block G, Dalal Street, Mumbai - 400001 Bandra Kurla Complex, Bandra (E), Mumbai – 400051 Security Cod
Slide 2: Lumax Industries Limited Q1 FY26 Investor Presentation
Lumax Industries Limited [ Q1 FY26 Investor Presentation
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Lumax 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 secu
Slide 4: About Lumax Industries
About Lumax Industries Leading Automotive Lighting Manufacturer having a Tier I relationship with all OEMs in India # 2 4 Strong International JV Partners – 2 R&D centers & 2 Overseas Market Leadership in automotive Stanley and SL Corporation; Design centers to stay ahead of Lighting having leadersh
Slide 5: Milestones
Milestones 1981: Lumax Industries Pvt 1945: Founded a partnership Limited established after taking firm ‘Globe Auto Industries’ as 1994: Equity participation of Stanley, Japan over partnership firm Globe a Trading concern in Lumax Industries Limited Auto Industries 1956-57: Set-up dedicated unit 199
Slide 6: Global Partnerships
Global Partnerships Relationship since 1984 Relationship since 1997 JV for Lighting, HVAC Panels and other Electronics JV for Lighting and Other Automotive parts 37.5% in Lumax Industries Limited 21.28% in SL Lumax Limited Stanley, Japan SL Corporation, Korea • Lumax has maintained a strong, four-de
Slide 7: SL Lumax
SL Lumax About SL Lumax Limited In partnership with SL Corporation, Korea, a multinational automotive player with presence in Asia-Pacific, Europe & US Plant located at Sriperumbudur near Chennai Products include Head Lamp, Rear Combination Lamp, Fog Lamp, Chassis, Trim & Mirrors, Shift Lever,
Slide 8: Strategic Manufacturing Locations in Proximity to Customers
Strategic Manufacturing Locations in Proximity to Customers Pantnagar Dharuhera Haridwar Bawal Chakan Bawal – Electronic Facility Chakan II Sanand Chinchwad Sanand II SL Lumax Ltd Chennai Bengaluru R&D Centre & Design Centre Gurugram R&D Centre Pune … in Key Auto Belts of India Design Centre Taiwan
Slide 9: Board of Directors
Upholding excellence in Corporate Governance Board of Directors Mr. Tadayoshi Aoki Mr. Dhanesh Kumar Jain Senior Executive Director Chairman Emeritus He is Nominee Director of Stanley Over 60 years of experience in the Electric Co. Limited, Japan and automotive industry in management, possesses over
Slide 10: Visionary Leadership Team
Visionary Leadership Team Mr. Raju B Ketkale Mr. Sanjay Mehta Mr. Ian Barnard Chief Executive Officer Group CFO Automotive Specialist – New Experience: 30+ Years Experience: 30+ Years Technology & Innovation Experience: 35+ Years Mr. Raajesh Kumar Gupta Mr. Ravi Teltia Executive Director & Company C
Slide 11: Inhouse Technological Developments
Inhouse Technological Developments Portfolio of Low-Profile OLED Rear Lamps w/ Low Cost LED Headlamp Ultra Homogenous Lux-LED Headlamp Projector Animation Modules Signal Lamps Modules Grille Lighting with Matrix (ADB) Headlamp Innovative Interior and Animation / Charging Image Projection Modules Mod
Slide 12: Technology Evolution
Lighting Technology Roadmap Technology Evolution • Slim Line Modules including 1 row A) • Illuminated logos, grilles & letters • Micro optics foils or • ADAS Sensor Integration molded structures • MEMS or DLP road • MEMS or DLP ADB & AFS • Night Vision Systems projections • MLA (Lumax version, Integ
Slide 13: In House R&D and Validation Facility
In House R&D and Validation Facility Evolving, Innovating, Transforming For Tomorrow 12
Slide 14: CSR
CSR Lumax Charitable Foundation, the CSR arm of Lumax, actively works on 3 SDGs across 3 states: Good Clean Quality Water & Health & Education Sanitation Well-being 424 cataract surgeries 35 children supported with juvenile diabetes management 913 cancer awareness, screening and treatment interventi
Slide 15: CSR
CSR Operating across 33 government and low-income private schools in five 7,870 students received Life Skills states across India, near Lumax plant locations Education 7,870 students reached with personal and menstrual hygiene awareness 5,850 students benefited from Career Counselling & Guidance 500
Slide 16: Our ESG Roadmap
Our ESG Roadmap Lumax – Plant Carbon Neutrality Strategy 100% ETP & STP Advance Equipment 100% rain-water 25% reduction of 30% reduction of 40% reduction in all plants installation for the harvesting setup. Co2 (Supply Co2 (Supply of Co2 (Supply reduction of fresh- 10% reduction of cha
Slide 17: Celebrating Milestones with Awards & Accolades
Celebrating Milestones with Awards & Accolades Lumax Industries, Chakan II received Lumax Industries received award for their Lumax Industries received Best New Model Manufacturing Excellence Award at the 59th superior performance in the area of Inner Part Development Award at SMIPL Annual Vendor AC
Slide 18: Q1FY26 Operational & Financial Performance
Q1FY26 Operational & Financial Performance
Slide 19: Management Commentary
Management Commentary Commenting on the performance Mr. Deepak Jain, Chairman & Managing Director, Lumax Industries Limited said, “We have started FY26 on a strong footing, with Q1 revenues growing by 20.5% year-on- year—outpacing industry trends. This performance was driven by successful new produc
Slide 20: Q1FY26 – Financial Snapshot
Q1FY26 – Financial Snapshot Revenue (Rs. In Crs) EBITDA (Rs. In Crs) PAT (Rs. In Crs) +20.5% +20.7% +5.9% 923 85 34 36 766 70 Q1FY25 Q1FY26 Q1FY25 Q1FY26 Q1FY25 Q1FY26 EBITDA Margin PAT Margin +10 bps -60 bps 9.1% 9.2% 4.5% 3.9% Q1FY25 Q1FY26 Q1FY25 Q1FY26 Consolidated Evolving, Innovating, Transfor
Slide 21: Orderbook Break-up
Orderbook Break-up Total Order Book for the company stands at Rs 1,900 + Crores* LED v/s Conventional EV v/s Non-EV PV, 2/3W, Others 1% 16% 18% 17% 84% 82% 82% LED Conventional EV Non EV PV 2W & 3W Others *As on 30th June 2025 Evolving, Innovating, Transforming For Tomorrow 20
Slide 22: Q1FY26 – Segment wise revenue break-up
Q1FY26 – Segment wise revenue break-up LED v/s Conventional Segment Mix 6% 6% 39% 29% 29% 45% Q1FY25 Q1FY26 Q1FY25 Q1FY26 55% 61% 65% 65% Conventional LED Passenger Vehicle Two Wheeler Commercial Vehicle Product Mix 11% 9% 23% 23% Q1FY25 Q1FY26 66% 68% Front Lighting Rear Lighting Others Evolving, I
Slide 23: Q1FY26 – Revenue mix among Customers
Q1FY26 – Revenue mix among Customers Customer wise Sales Customer wise Sales (Rs. 702 Crores)* (Rs. 848 Crores)* 53 70 (8%) 15 (9%) 19 (2%) 28 (3%) 171 213 (4%) (24%) (25%) 29 19 28 (4%) 44 (2%) (3%) (5%) 45 (6%) 78 Q1FY25 (9%) Q1FY26 71 (10%) 127 58 (18%) (7%) 176 (21%) 61 (9%) 146 97 (17%) (14%) M
Slide 24: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Particulars (Rs. in Crores) Q1FY26 Q1FY25 Y-o-Y Manufacturing Revenue 847.8 702.2 Moulds Revenue 74.7 63.6 Total Operating Revenue 922.5 765.8 20.5% Other Income 2.7 12.3 Total Income 925.3 778.1 Raw Material Consumption 614.1 514.5 Employee Expenses 107.0 92.6 Oth
Slide 25: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. in Crores) Q1FY26 Q1FY25 Y-o-Y Manufacturing Revenue 847.8 702.2 Moulds Revenue 74.7 63.6 Total Operating Revenue 922.5 765.8 20.5% Other Income 2.7 12.3 Total Income 925.3 778.1 Raw Material Consumption 613.7 514.5 Employee Expenses 109.0 95.7 O
Slide 26: Key Ratios
Key Ratios RoE RoCE* Dividend Per Share 17% 16% 17% 15% 35.00 35.00 16% 13% 13% 12% 27.00 9% 8% 13.50 FY22 FY23 FY24 FY25 Q1FY26 FY22 FY23 FY24 FY25 Q1FY26 FY22 FY23 FY24 FY25 Long Term Debt / Equity Asset Turns (x) 0.5 1.80 1.72 1.72 1.50 0.4 1.30 0.3 0.1 0.1 FY22 FY23 FY24 FY25 Q1FY26 FY22 FY23* F
Slide 27: About Lumax Group
About Lumax Group
Slide 28: About Lumax Group
About Lumax Group Building an admired high Respect Integrity Our performance Global Our We deliver Pride and Progress Our Organization in whom all Vision stakeholders have absolute Purpose with Positivity Values Passion Excellence trust Leader in About Lumax Group Automotive 42 Manufacturing Over 15
Slide 29: Lumax Group - Two Listed Entities
Lumax Group - Two Listed Entities Lumax Auto Technologies Lumax Industries Partnerships & JV’s Partnerships & JV’s Cornaglia – Italy YOKOWO - Japan Mannoh – Japan JOPP - Germany Stanley – Japan Ituran – Israel Alps Alpine – Japan SL Corporation - Korea FAE – Spain YOKOWO - Japan
Slide 30: Thank You
Thank You For further information, please contact: Company Investor Relations Lumax Industries Limited Strategic Growth Advisors Pvt. Limited CIN: L74899DL1981PLC012804 CIN: U74140MH2010PTC204285 Ms. Priyanka Sharma Mr. Shogun Jain / Mr. Sagar Shroff priyanka.sharma@lumaxmail.com shogun.jain@sgapl.n