Lumax Industries Limited · NSE:LUMAXIND
Lumax Industries — Q1 FY27 Earnings Presentation
29 slides from Lumax Industries's earnings presentation, Aug 8, 2026
Slide 1: Exchange filing cover letter for Investor Presentation
LIL:CS:IP:2026-27 Date : 08.08.2026 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 - 4001 Bandra Kurla Complex, Bandra (E), Mumbai - 400051 Security Code
Slide 2: Lumax Industries Limited Q1 FY27 Investor Presentation
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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: A New ERA
A New ERA HERITAGE STABILITY WARMTH PASSION POSITIVITY ENERGY - Amalgamation of our eight-decade legacy & our eternal existence - Seamless and smooth transition over three generations - Shows the lineage of our Brand’s ethos across each era Evolving, Innovating, Transforming For Tomorrow 3
Slide 5: About Lumax Industries
About Lumax Industries Leading Automotive Lighting Manufacturer having a Tier I relationship with all OEMs in India # Market Leadership in automotive Lighting 2 Strong International JV Partners – Stanley and SL Corporation; having leadership position across the globe 4 2 R&D centers & 2 Overseas Des
Slide 6: Milestones
Milestones 1945: Founded a partnership firm 1981: Lumax Industries Pvt Limited ‘Globe Auto Industries’ as a Trading established after taking over partnership firm Globe Auto 1994: Equity participation of Stanley, Japan in concern Lumax Industries Limited Industries 1956-57: Set-up dedicated unit for
Slide 7: 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 8: About SL Lumax
About 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 9: 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 Czech Taiwan Republic Gurugram R&D Centre Pune … in Key Auto Belts of India
Slide 10: Board of Directors
Upholding excellence in Corporate Governance Board of Directors Mr. Dhanesh Kumar Jain Mr. Tadayoshi Aoki Chairman Emeritus Senior Executive Director Over 60 years of experience in the automotive He is Nominee Director of Stanley Electric industry in management, operations & Co. Limited, Japan and p
Slide 11: Visionary Leadership Team
Visionary Leadership Team Mr. Raju B Ketkale Mr. Sanjay Mehta Mr. Ian Barnard Chief Executive Officer Group CFO Automotive Specialist – New Technology & Experience: 30+ Years Experience: 30+ Years Innovation Experience: 35+ Years Mr. Raajesh Kumar Gupta Mr. Ravi Teltia Executive Director & Company S
Slide 12: In-house Technological Developments
In-house Technological Developments Ultra Homogenous Lux-LED Portfolio of Low-Profile Headlamp OLED Rear Lamps w/ Animation Low Cost LED Headlamp Modules Signal Lamps Projector Modules Matrix (ADB) Headlamp Module Grille Lighting with Animation / Innovative Interior and Mood Image Projection Modules
Slide 13: 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, LB, I
Slide 14: In House R&D and Validation Facility
In House R&D and Validation Facility Evolving, Innovating, Transforming For Tomorrow 13
Slide 15: Driving Social Progress, One Initiative at a Time
Driving Social Progress, One Initiative at a Time 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 765 cataract surgeries 35 children supported with juvenile diabetes management 651 cancer
Slide 16: CSR Initiatives
CSR Initiatives 150 Girl child mainstreamed in formal schools Operating across 33 government and low-income private schools in five states across India, near Lumax plant locations 8000+ students Life Skills Education 3500 students reached with personal and menstrual hygiene awareness 7200+ students
Slide 17: Our ESG Roadmap
Our ESG Roadmap Lumax – Plant Carbon Neutrality Strategy 100% ETP & STP in Advance Equipment 100% rain-water 25% reduction of 30% reduction of 40% reduction of all plants installation for the harvesting setup in Co2 (Supply chain Co2 (Supply chain Co2 (Supply chain Diversity ratio reduction of fresh
Slide 18: Celebrating Milestones with Awards & Accolades
Celebrating Milestones with Awards & Accolades Lumax Group Recognised as Five products each from the Bawal, Dharuhera, Mr. C S Singh, CTO (4W)- Lumax Industries, was Lumax Industries was honoured at the Maruti Suzuki A Most Preferred Workplace 2026-27 by Haridwar, Pantnagar and Sanand plants have be
Slide 19: Celebrating Milestones with Awards & Accolades
Celebrating Milestones with Awards & Accolades JIPM-TPM Excellence Award for JIPM-TPM Excellence Award for JIPM-TPM Excellence Awards - Excellence in Consistent TPM Excellence in Consistent TPM Special Award for TPM JIPM-TPM Excellence Awards - Special JIPM-TPM Excellence Awards - Commitment - Lumax
Slide 20: Q1 FY27 Operational & Financial Performance
Q1 FY 27 Operational & Financial Performance
Slide 21: Management Commentary
Management Commentary Commenting on the performance Mr. Deepak Jain, Chairman & Managing Director, Lumax Industries Limited said, “We have begun FY27 on a strong note, with Q1 revenues growing by 33% year-on-year outpacing broader industry trends. This performance was driven by successful new produc
Slide 22: Q1 FY27 – Consolidated Financial Snapshot
Q1 FY 27 – Consolidated Financial Snapshot Revenue (Rs. In Cr.) EBITDA (Rs. In Cr.) PAT (Rs. In Cr.) +33.7% +41.2% +32.6% 51 1,223 113 923 85 36 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 EBITDA Margin PAT Margin + 30 bps 9.2% 9.2% 4.2% 3.9% Q1FY26 Q1FY27 Q1FY26 Q1FY27 Consolidated Evolving, Innovati
Slide 23: Orderbook Break-up
Orderbook Break-up Total Order Book for the company stands at Rs. 2,500 Crore LED v/s Conventional EV v/s Non-EV PV, 2 & 3W 11% 12% 40% 60% 89% 88% LED Conventional EV Non -EV PV 2W & 3W Evolving, Innovating, Transforming For Tomorrow 22
Slide 24: Q1 FY27 – Segment wise revenue break-up
Q1 FY 27 – Segment wise revenue break-up LED v/s Conventional Segment Mix 5% 5% 39% 37% 30% 31% Q1FY26 Q1FY27 Q1FY26 Q1FY27 61% 63% 65% 64% LED Conventional PV 2W & 3W CV and Others Product Mix 9% 9% 23% 23% Q1FY26 Q1FY27 68% 68% Front Lighting Rear Lighting Others Evolving, Innovating, Transforming
Slide 25: Q1 FY27 – Revenue mix among Customers
Q1 FY 27 – Revenue mix among Customers Customer wise Sales Customer wise Sales (Rs. 848 Crore)* (Rs. 1160 Crore)* 70, 8% 138, 12% 15, 2% 28, 4% 213, 25% 35, 3% 306, 26% 19, 2% 31, 3% 44, 5% 25, 2% 72, 6% 78, 9% Q1FY26 Q1FY27 131, 11% 58, 7% 187, 16% 176, 21% 76, 7% 146, 17% 160, 14% *Excludes Mould
Slide 26: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Particulars (Rs. in Crore) Q1 FY27 Q1 FY26 Y-o-Y Manufacturing Revenue 1,159.8 847.8 36.8% Moulds Revenue 63.45 74.7 Total Operating Revenue 1,223.2 922.5 32.6% Other Income 16.5 2.7 Total Income 1239.7 925.3 Raw Material Consumption 825.40 614.1 Employee Expenses
Slide 27: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. in Crore) Q1 FY27 Q1 FY26 Y-o-Y Manufacturing Revenue 1,159.8 847.8 36.8% Molds Revenue 63.45 74.7 Total Operating Revenue 1,223.2 922.5 32.6% Other Income 3.3 2.7 Total Income 1,226.5 925.3 Raw Material Consumption 825.3 613.7 Employee Expenses
Slide 28: Key Ratios
Key Ratios* RoE RoCE Dividend Per Share 15% 15% 15% 55 22% 13% 18% 12% 17% 16% 16% 35 35 8% 27 9% 14 FY22 FY23 FY24 FY25 FY26 Q1FY27 FY22 FY23 FY24 FY25 FY26 Q1FY27 FY22 FY23 FY24 FY25 FY26 Long Term Debt / Equity (x) Asset Turns (x) 0.4 2.0 1.8 1.7 1.8 0.3 1.5 1.3 0.2 0.2 0.1 0.1 FY22 FY23 FY24 FY2
Slide 29: 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. Surabhi Chandna Mr. Shogun Jain / Mr. Sagar Shroff surabhi.chandna@lumaxmail.com shogun.jain@sgapl.n