Lumax Industries Limited · NSE:LUMAXIND
Lumax Industries — Q3 FY2026 Earnings Presentation
33 slides from Lumax Industries's earnings presentation, Feb 10, 2026
Slide 1: Exchange filing cover letter for investor presentation
LIL/SE/CS/REG.30/2025-26 February 10, 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 Secu
Slide 2: Lumax Industries Limited Q3 & 9MFY26 Investor Presentation
Lumax Industries Limited [ Q3 & 9MFY26 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 Tomorrow 3
Slide 5: 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 6: 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 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. 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 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 Experience: 30+ Years Experience: 30+ Years Technology & Innovation Experience: 35+ Years Mr. Raajesh Kumar Gupta Mr. Ravi Teltia Executive Director & Company S
Slide 12: Inhouse Technological Developments
Inhouse Technological Developments OLED Rear Lamps w/ Low Cost LED Headlamp Ultra Homogenous Lux-LED Portfolio of Low-Profile Animation Modules Signal Lamps Headlamp Projector Modules Matrix (ADB) Headlamp Grille Lighting with Animation Innovative Interior and Image Projection Modules Module and Con
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, Integ
Slide 14: In House R&D and Validation Facility
In House R&D and Validation Facility Evolving, Innovating, Transforming For Tomorrow 13
Slide 15: 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 16: CSR
CSR Operating across 33 government and low-income private schools 7,870 students received Life Skills in five 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 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 reduction of fresh- 10% reduction of cha
Slide 18: Celebrating Milestones with Awards & Accolades
Celebrating Milestones with Awards & Accolades Lumax Industries, Chakan II received Lumax Industries received award for their superior Lumax Industries received Best New Model Manufacturing Excellence Award at the 59th performance in the area of Inner Part Localization Development Award at SMIPL Ann
Slide 19: Celebrating Milestones with Awards & Accolades
Celebrating Milestones with Awards & Accolades Ms. Priyanka Sharma, Sr. VP & Corporate Head – Corporate Lumax Group received Best CSR Lumax Industries, Bawal and Chakan III won Gold award at Lumax Industries, Chakan II received ‘On Time Order Communications & CSR received Project of the Year – 2025
Slide 20: Q3 & 9M FY26 Operational & Financial Performance
Q3 & 9M FY26 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 report a robust quarterly performance, with revenues growing by 18.7% to ₹1,053 crores, marking our highest-ever quarterly revenue. Profitability too i
Slide 22: Q3 & 9MFY26 – Consolidated Financial Snapshot
Q3 & 9MFY26 – Consolidated Financial Snapshot Revenue (Rs. In Crs) EBITDA (Rs. In Crs) PAT (Rs. In Crs) * +20.5% +41.2% +23.4% 2,984 287 118 2,477 96 +57.2% 203 +39.1% +18.7% 1,053 112 47 887 71 33 Q3FY25 Q3FY26 9MFY25 9MFY26 Q3FY25 Q3FY26 9MFY25 9MFY26 Q3FY25 Q3FY26 9MFY25 9MFY26 EBITDA Margin PAT
Slide 23: Orderbook Break-up
Orderbook Break-up Total Order Book for the company stands at Rs 1,759 Crores LED v/s Conventional EV v/s Non-EV PV, 2/3W, Others 9% 1% 19% 33% 66% 81% 91% LED Conventional EV Non EV PV 2W & 3W Others Evolving, Innovating, Transforming For Tomorrow 22
Slide 24: 9MFY26 – Segment wise revenue break-up
9MFY26 – Segment wise revenue break-up LED v/s Conventional Segment Mix 6% 6% 39% 28% 29% 48% 9MFY25 9MFY26 9MFY25 9MFY26 52% 61% 65% 66% LED Conventional Passenger Vehicle Two Wheeler Commercial Vehicle Product Mix 11% 9% 22% 23% 9MFY25 9MFY26 66% 69% Front Lighting Rear Lighting Others Evolving, I
Slide 25: Q3FY26 – Revenue mix among Customers
Q3FY26 – Revenue mix among Customers Customer wise Sales Customer wise Sales (Rs. 747 Crores)* (Rs. 1,014 Crores)* 83 83 (11%) 24 (8%) 17 179 (2%) (2%) (24%) 274 11 (27%) 28 29 67 (1%) 22 (4%) (3%) (3%) (7%) 42 (6%) Q3FY25 98 Q3FY26 (10%) 53 (7%) 168 80 66 (22%) (8%) 202 (9%) (20%) 89 146 (12%) (14%
Slide 26: 9MFY26 – Revenue mix among Customers
9MFY26 – Revenue mix among Customers Customer wise Sales Customer wise Sales (Rs. 2,221 Crores)* (Rs. 2,838 Crores)* 241 228 (10%) 61 (9%) 534 (2%) 55 749 89 (2%) (24%) 39 89 (26%) (4%) 169 (1%) (3%) 80 (6%) (4%) 127 (6%) 259 9MFY25 (9%) 9MFY26 177 (9%) 445 219 (20%) (8%) 586 189 (21%) (9%) 439 284
Slide 27: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Particulars (Rs. in Crores) Q3FY26 Q3FY25 Y-o-Y Q2FY26 Q-o-Q 9MFY26 9MFY25 Y-o-Y Manufacturing Revenue 1,014.2 747.0 976.1 2,838.1 2,221.0 Moulds Revenue 38.5 140.1 32.5 145.7 256.0 Total Operating Revenue 1,052.7 887.1 18.7% 1,008.6 4.4% 2,983.8 2,477.0 20.5% Othe
Slide 28: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. in Crores) Q3FY26 Q3FY25 Y-o-Y Q2FY26 Q-o-Q 9MFY26 9MFY25 Y-o-Y Manufacturing Revenue 1,014.2 747.0 976.1 2,838.1 2,221.0 Moulds Revenue 38.5 140.1 32.5 145.7 256.0 Total Operating Revenue 1,052.7 887.1 18.7% 1,008.6 4.4% 2,983.8 2,477.0 20.5% Ot
Slide 29: Key Ratios
Key Ratios* RoE RoCE Dividend Per Share 20% 15% 35.00 35.00 14% 17% 16% 13% 16% 12% 27.00 8% 9% 13.50 FY22 FY23 FY24 FY25 9MFY26 FY22 FY23 FY24 FY25 9MFY26 FY22 FY23 FY24 FY25 Long Term Debt / Equity Asset Turns (x) 0.4 0.4 1.80 1.72 1.72 1.50 0.3 1.30 0.1 0.1 FY22 FY23 FY24 FY25 9MFY26 FY22 FY23* F
Slide 30: About Lumax Group
About Lumax Group
Slide 31: 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 DK Jain Group Automotive 42 Manufacturing Over
Slide 32: 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 33: 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