Lux Industries Ltd. · NSE:LUXIND
Lux Industries — Q3 FY2026 Earnings Presentation
65 slides from Lux Industries's earnings presentation, 2026
Slide 1: Lux Industries Limited Corporate Presentation Q3 & 9M YTD FY'26
LUX INDUSTRIES LIMITED CORPORATE PRESENTATION I Q3 & 9M YTD FY’26
Slide 2: What's Inside
WHAT’S INSIDE Fast-track progress Market 21 Strengths 31 Financials 22 Manufacturing 32 Leadership Profile 03 Market Outlook & Company Update 23 New Markets 33 Next Generation 24 Multi- Channel Footprint 34-35 Management 25-29 Branding 36 Transforming into a New Lux 30 Digitalization Corporate Ident
Slide 3: 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 key markets Strong brand recall Promising response received for brand ‘Lux Nitro’ Yarn prices remain stable ‘Lux Pa
Slide 4: Corporate Identity
05 At a glance 06 Milestone 07-13 Brand Portfolio 14 Presence 15 Export Presence 16 Governance C O R P O R AT E
Slide 5: 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 9M YTD FY’26 manufacturing capacity India (volume terms) across
Slide 6: Milestones
MILESTONE • Hrithik Roshan onboarded as Brand • Shri Girdhari Lal Todi founded • Merger of J.M. Hosiery and Ebell • Roped in Janhvi Kapoor as brand Ambassador for our Premium Wear Brand Biswanath Hosiery Mills Fashions with Lux Industries ambassador for “Lyra”, Urvashi “ONN” & Kartik Aaryan for “Lux
Slide 7: New Face for Brand - ONN
Lox vecozZzi New Face for Brand - ONN G ON 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 o
Slide 8: Brand Portfolio
BRAND PORTFOLIO Lux Industries Limited 8
Slide 9: Brand Portfolio
BRAND PORTFOLIO Lux Industries Limited 9
Slide 10: Lux Nitro mid-premium men's innerwear brand
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 11: Brand Portfolio
BRAND PORTFOLIO Womenswear Innerwear Brassieres Men’s Panties Innerwear Camisole Vest Shapewear Brief Lingerie Trunk a Womenswear T-Shirt Outerwear Leggings Jeggings Kidswear Kurti Pant Vest Palazzo Mega T-shirts Brief Night-suits Trunk Men’s Innerwear Denims Kidswear Half Pant Vests Tracks Vests Tr
Slide 12: 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 13: Brand Portfolio
BRAND PORTFOLIO Lux Industries Limited 13
Slide 14: 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 16 EBOs presence distribution in India Sales teams drive offtake Participated in India’s Most Prestigious International Warehouses (12 states)
Slide 15: Export Presence
EXPORT PRESENCE Iraq Kuwait Saudi Qatar Bahrain Star Export Market traction in Germany Arabia UAE Oman Sudan House tropical countries Chad Jordan Nepal recognition (including GCC Mali Niger Myanmar by region and Africa) Government Algeria Thailand Nigeria of India Morocco Benin Hong Kong Burkina Fas
Slide 16: Governance
GOVERNANCE Experienced Board Strong Management Team Shareholding Pattern as on 31.12.2025 • Promoter-Directors with 25+ years of • Inducted new members in the recent 20.04% 0.89% average industry experience; expertise- quarters include: 0.09% 4.74% Sales & Marketing, Brand Promotion, Vertical A: Pro
Slide 17: New Production Facility, Opportunity Landscape
18 New Production Facility 19 Opportunity landscape Lux Industries Limited
Slide 18: New Production Facility
NEW PRODUCTION FACILITY Lux Industries Jagadishpur Hosiery Park Facility Lux Industries Limited 18
Slide 19: 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 *9M YTD FY’26 Lux
Slide 20: Fast-Track
21 Strengths 22 Manufacturing 23 New Markets 24 Multi- Channel Footprint 25-29 Branding 30 Digitalisation 31 Financials 32 Leadership Profile 33 Next Generation 34-35 Management 36 Transforming into a New Lux FAST-TRACK Lux Industries Limited
Slide 21: 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 22: 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 23: Venturing into Newer Regions and Segments
NEW MARKETS VENTURING INTO NEWER REGIONS AND SEGMENTS Launched “Lux Cozi Pynk” in Becoming an all-season Diversify product portfolio in Promising response women outerwear range brand is about being a female (innerwear & outerwear) received for Rainwear expanding our “Lux Cozi” reliable choice, meeti
Slide 24: Multi-Channel Footprint
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 and engagement initiatives Srinagar, Upcoming in Patna Airport Strong presence in Target revenue of ₹200 Cr mu
Slide 25: Branding
BRANDING Branding investments in the last eight years including 9M YTD FY’26 Average share of revenues spent on branding (FY18 – 9M YTD FY’26) Return on every rupee spent on Brand promotion for 9M YTD FY’26 Salman Khan, Sourav Ganguly, Jacqueline Fernandez, Hrithik Roshan, Kartik Aaryan, Varun Dhawa
Slide 26: Creating Successful Brands Across Price Points
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 27: Shraddha Kapoor as Brand Ambassador for Pynk
BRANDING 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 honoured with the “Best Brand for Women
Slide 28: Saket Todi in Hurun India U35 List 2025
BRANDING 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’s Most Experienced U35
Slide 29: Branding
BRANDING Lux Industries Limited 29
Slide 30: 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 – led by Subrata Kumar Roy for retailers Vertical A Internal Team People Experience Lau
Slide 31: Financials
FINANCIALS Leveraged credit policy to Working Capital Days in 9M YTD Working Capital Days in 9M YTD strengthen working capital FY’25 FY’26 ROCE, 9M YTD FY’26 Inventory cycle in 9M YTD FY’25 Inventory cycle in 9M YTD FY’26 Strong liquidity buffer Gross cash and cash equivalents, 9M YTD FY’26 Creditor
Slide 32: 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 33: 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 34: 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 35: Management
MANAGEMENT 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 Master's • Senior IT Leader • 35+ years of experience in marketing i
Slide 36: 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 37: Business Highlights, Performance
38 Business Highlights 39-54 Performance Lux Industries Limited
Slide 38: Business Highlights
BUSINESS HIGHLIGHTS FINANCIAL POWER GROWTH DRIVERS PERFORMANCE BRANDS DIGITAL PLAY BRAND INVESTMENT Revenue increased by Power brands i.e. Lux Cozi Pivoting from primarily Substantial investment Long Standing 22% Q3 YoY & 16% 9M and Lux Venus maintained offline to Omni-channel in brand building Rela
Slide 39: Q3 Revenue, EBITDA, PAT
PERFORMANCE Revenue (₹ in Crores) EBITDA (₹ in Crores) PAT (₹ in Crores) 673 553 54 32 10% 36 22% 13 6% 5% 2% Q3 FY'25 Q3 FY'26 Q3 FY'25 Q3 FY'26 Q3 FY'25 Q3 FY'26 Growth (%) Margin (%) Margin (%) Lux Industries Limited 39
Slide 40: 9M Revenue, EBITDA, PAT
PERFORMANCE Revenue (₹ in Crores) EBITDA (₹ in Crores) PAT (₹ in Crores) 2056 117 187 1765 130 59 10% 16% 7% 6% 3% 9M FY'25 9M FY'26 9M FY'25 9M FY'26 9M FY'25 9M FY'26 Growth (%) Margin (%) Margin (%) Lux Industries Limited 40
Slide 41: Segment Revenue and Results
PERFORMANCE Q3 (Rs. cr.) 9M YTD (Rs. cr.) Particulars FY'26 FY'25 YoY FY'26 FY'25 YoY growth growth Segment Revenue a) Vertical A 322.67 222.83 44.80% 966.57 734.02 31.68% b) Vertical B 294.72 269.50 9.36% 879.00 804.60 9.25% c) Vertical C 55.25 60.30 -8.36% 210.16 226.75 -7.32% Revenue from operati
Slide 42: Segment Assets and Liabilities
PERFORMANCE 9M YTD (Rs. cr.) Particulars FY’26 FY’25 YoY growth Segment Assets a) Vertical A 1,325.83 918.32 44.38% b) Vertical B 1,214.88 1,026.35 18.37% c) Vertical C 308.31 283.98 8.57% d) Un-allocable # 103.15 130.79 -21.13% Total Assets 2,952.17 2,359.44 25.12% Segment Liabilities a) Vertical A
Slide 43: 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 44: Vertical A Consolidated Performance
CONSOLIDATED PERFORMANCE VERTICAL - A CONSOLIDATED PERFORMANCE Amount (Rs. in cr) Amount (Rs. in cr) Particulars Q3 FY 26 Q3 FY 25 9M FY'26 9M FY'25 Revenue From Operation 322.7 222.9 966.6 734.0 Other Income 2.1 2.6 6.2 6.1 Total Income 324.8 225.4 972.7 740.1 COGS 222.0 146.8 664.7 480.9 Gross Mar
Slide 45: Vertical A Performance Indicators
CONSOLIDATED PERFORMANCE VERTICAL - A Consolidated Q3 FY’26 Performance Indicator Volume (in pcs) Revenue from Operation 4.30 crores Rs.323 crores 63% 45% EBITDA PBT Rs.20 crores Rs.10 crores -6% -37% Consolidated 9M FY’26 Performance Indicator Volume (in pcs) Revenue from Operation 12.93 crores Rs.
Slide 46: Vertical A Working Capital Days
CONSOLIDATED PERFORMANCE VERTICAL - A 250 228 200 189 148 143 150 142 99 100 63 52 50 - Inventory Turnover Debtor Turnover Days Creditor Turnover Days Working Capital Days Turnover Days 9M FY'25 9M FY'26 Lux Industries Limited 46
Slide 47: 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 48: Vertical B Performance
PERFORMANCE Revenue from Operations Advertisement Spend EBITDA Q3 FY’26 Rs. 295 crores Rs. 20 crores Rs. 20 crores 9.4% 12.6% 36.1% 9M YTD FY’26 Revenue from Operations Advertisement Spend EBITDA Rs. 879 crores Rs. 72 crores Rs. 63 crores 9.3% 9.0% 34.0% Mr. Udit Todi featured in the Avendus Wealt
Slide 49: Vertical B Consolidated Performance
CONSOLIDATED PERFORMANCE VERTICAL - B CONSOLIDATED PERFORMANCE Amount (Rs. in Cr.) Amount (Rs. in Cr.) Particulars Q3 FY 26 Q3 FY 25 YTD DEC 25 YTD DEC 24 Revenue from operations 294.72 269.50 879.00 804.60 COGS 208.72 182.69 626.16 559.10 Gross Margin 85.99 86.81 252.85 245.51 Gross Margin % 29.2%
Slide 50: Vertical B Working Capital Days
PERFORMANCE 200 170 160 143 120 111 100 95 80 74 68 63 40 0 Inventory Days Debtor Days Creditors Days Working Capital Days Increase in Inventory days due to 9M FY'25 9M FY'26 Working capital days expected to ease inventory carrying of new brand Lux out going forward due to better Nitro in mid-premiu
Slide 51: 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 52: Vertical C Consolidated Performance
CONSOLIDATED PERFORMANCE VERTICAL - C CONSOLIDATED PERFORMANCE Amount (Rs. in Cr.) Amount (Rs. in Cr.) Particulars Q3 FY 26 Q3 FY 25 YTD DEC 25 YTD DEC 24 Revenue from operations 55.25 60.30 210.16 226.75 COGS 37.09 43.10 146.57 158.42 Gross Margin 18.15 17.19 63.59 68.32 Gross Margin % 32.9% 28.5%
Slide 53: Vertical C Performance
PERFORMANCE Revenue from Operations PBT EBITDA Q3 FY’26 Rs. 55 crores Rs. 1 crores Rs. 2 crores 8.4% 67.4% 52.3% 9M YTD FY’26 Revenue from Operations PBT EBITDA Rs. 210 crores Rs. 9 crores Rs. 12 crores 7.3% 38.9% 33.6% Migrating into SAP Hanna RISE. Installation of 400 KW Solar panel in Tiruppu
Slide 54: Vertical C Working Capital Days
PERFORMANCE 320 308 246 240 209 160 149 148 137 80 50 39 0 Inventory Days Debtor Days Creditors Days Working Capital Days 9M FY'25 9M FY'26 Lux Industries Limited 54
Slide 55: Sustainability, CSR, Environment
56 Sustainability 57-61 CSR 62-63 Environment Lux Industries Limited
Slide 56: 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 57: 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 medical Providing Ed
Slide 58: 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 59: 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 60: CSR: Shree Vishudanand Hospital support
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 61: CSR
CSR Lux Industries Limited 61
Slide 62: Environment
ENVIRONMENT Substantial electricity Reducing carbon cost reduction footprint 700 KW 700 kW solar panel installation at our Avinashi & Tiruppur Facility Lux Industries Limited 62
Slide 63: Rooftop Solar 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 64: 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 65: For further information, please contact
For further information, please contact Lux Industries Limited CIN: L17309WB1995PLC073053 Email: investors@luxinnerwear.com Website: www.luxinnerwear.com