Lumax Industries Limited · NSE:LUMAXIND
Lumax Industries — Q4 FY26 Earnings Presentation
34 slides from Lumax Industries's earnings presentation, May 28, 2026
Slide 1: Stock exchange filing cover letter
LIL/CS/IP/2026-27 Date 28.05.2026 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 - 400001 Bandra Kurla Complex, Bandra (E), Mumbai – 400051 Security Code
Slide 2: Lumax Industries Limited Q4 & FY26 Investor Presentation
[ Lumax Industries Limited Q4 & FY 26 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: 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 Tomorr ow 3
Slide 5: About Lumax Industries
About Lumax Industries Leading Automotive L ighting 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 De
Slide 6: Milestones
Milestones 1981: Lumax Industries Pvt Limited 1945: Founded a partnership firm established after taking over ‘Globe Auto Industries’ as a Trading 1994: Equity participation of Stanley, Japan in partnership firm Globe Auto 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
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 Tomorr ow 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 823 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 ✓ 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 ✓ Diversity ratio reduction o f fresh- ✓ 1
Slide 18: Celebrating Milestones with Awards & Accolades
Celebrating Milestones with Awards & Accolades Lumax Industries received Best New Model Lumax Industries, Chakan II received Manufacturing Lumax Industries received Sustainability Excellence Lumax Industries was honoured at the Maruti Suzuki Development Award at SMIPL Annual Vendor Excellence Award
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: Q4 & FY26 Operational & Financial Performance
Q4 & FY 26 Operational & Financial Performance
Slide 21: Management Commentary
Management Commentary Commenting on the performance Mr. Deepak Jain, Chairman & Managing Director, Lumax Industries Limited said, “We are pleased to deliver another record performance this year, achieving our highest-ever revenues of ₹4,184 crore, reflecting a robust year-on-year (y-o-y) growth of 2
Slide 22: Q4 & FY26 Consolidated Financial Snapshot
Q4 & FY 26 – Consolidated Financial Snapshot Revenue (Rs. In Cr.) EBITDA (Rs. In Cr.) PAT (Rs. In Cr.) 23.0% 42.8% 23.3% 412 172 4,184 46.6% 30.0% 3,400 23.0% 140 289 1,200 125 44 54 923 85 Q4FY25 Q4FY26 FY25 FY26 Q4FY25 Q4FY26 FY25 FY26 Q4FY25 Q4FY26 FY25 FY26 EBITDA Margin PAT Margin 10.4% 9.8% 9.
Slide 23: Orderbook Break-up
Orderbook Break-up Total Order Book for the company stands at Rs. 2,200 Crore LED v/s Conventional EV v/s Non-EV PV, 2 & 3W 12% 11% 34% 66% 88% 89% LED Conventional EV Non -EV PV 2W & 3W Evolving, Innovating, Transforming For Tomorr ow 22
Slide 24: FY26 Segment wise revenue break-up
FY26 – Segment wise revenue break-up LED v/s Conventional Segment Mix 6% 6% 39% 28% 29% 42% FY25 FY26 FY25 FY26 58% 61% 66% 65% LED Conventional PV 2W & 3W Others Product Mix 9% 9% 23% 22% FY25 FY26 68% 69% Front Lighting Rear Lighting Others Evolving, Innovating, Transforming For Tomorr ow 23
Slide 25: Q4FY26 Revenue mix among Customers
Q4FY26 – Revenue mix among Customers Customer wise Sales Customer wise Sales (Rs. 875 Crore)* (Rs. 1163 Crore)* 99, 11% 120, 10% 196, 22% 29, 3% 17, 2% 34, 3% 348, 30% 34, 4% 16, 1% 13, 2% 75, 6% 45, 5% Q4FY25 Q4FY26 82, 9% 134, 12% 183, 21% 68, 8% 74, 6% 183, 16% 139, 16% 151, 13% *Excludes Mould S
Slide 26: FY26 Revenue mix among Customers
FY26 – Revenue mix among Customers Customer wise Sales Customer wise Sales (Rs. 3,096 Crore)* (Rs. 4,001 Crore)* 347, 9% 341, 11% 89, 2% 72, 2% 730, 24% 123, 3% 55, 1% 1097, 28% 123, 4% 244, 6% 94, 3% 172, 6% FY25 FY26 393, 10% 259, 8% 628, 20% 293, 7% 770, 19% 257, 8% 590, 15% 423, 14% *Excludes Mo
Slide 27: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Particulars (Rs. in Crore) Q4FY26 Q4FY25 Y-o-Y Q3FY26 Q-o-Q FY26 FY25 Y-o-Y Manufacturing Revenue 1,163.3 875.5 1,014.2 4,001.4 3,096.5 Moulds Revenue 37.0 47.9 38.5 182.7 303.9 Total Operating Revenue 1,200.3 923.4 30.0% 1,052.7 14.0% 4,184.2 3,400.4 23.0% Other I
Slide 28: Standalone Balance Sheet
Standalone Balance Sheet ASSETS (Rs. in Crore) Mar-26 Mar-25 EQUITY & LIABILITIES (Rs. in Crore) Mar-26 Mar-25 Non-current assets Equity Property, plant and equipment 1,255.9 982.3 Equity Share capital 9.3 9.3 Capital work-in-progress 104.9 212.1 Other equity 704.1 589.5 Right of use assets 151.0 94
Slide 29: Standalone Cash Flow Statement
Standalone Cash Flow Statement Particulars (Rs. in Crore) Mar-26 Mar-25 PBT 189.0 111.9 Adjustments 202.8 169.6 Operating profit before working capital changes 391.9 281.5 Changes in working capital 22.9 (68.1) Cash generated from operations 414.7 213.5 Direct taxes paid (net of refund) 47.7 13.1 Ne
Slide 30: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. in Crore) Q4FY26 Q4FY25 Y-o-Y Q3FY26 Q-o-Q FY26 FY25 Y-o-Y Manufacturing Revenue 1,163.3 875.5 32.9% 1014.2 4,001.4 3,096.5 29.2% Molds Revenue 37.0 47.9 38.5 182.7 303.9 Total Operating Revenue 1,200.3 923.4 30.0% 1,052.7 14.0% 4,184.2 3,400.4 2
Slide 31: Consolidated Balance Sheet
Consolidated Balance Sheet ASSETS (Rs. in Crore) Mar-26 Mar-25 EQUITY & LIABILITIES Mar-26 Mar-25 Non-current assets Equity Property, plant and equipment 1,259.6 986.2 Equity Share capital 9.3 9.3 Capital work-in-progress 104.9 212.1 Other equity 908.2 764.9 Right of use assets 155.9 100.1 Sub-total
Slide 32: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement Particulars (Rs. in Crore) Mar-26 Mar-25 PBT 222.5 177.8 Adjustments 174.9 107.5 Operating profit before working capital changes 397.4 285.2 Changes in working capital 22.0 -58.6 Cash generated from operations 419.3 226.7 Direct taxes paid (net of refund) 46.8 14.7 N
Slide 33: Key Ratios
Key Ratios* RoE RoCE Dividend Per Share 22.0% 55 15% 15.0% 17% 16% 13% 16% 12% 35 35 27 9% 8% 14 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Long Term Debt / Equity (x) Asset Turns (x) 1.8 1.7 1.8 0.4 1.5 1.3 0.3 0.2 0.1 0.1 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25
Slide 34: 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