Lumax Industries Q2 FY27 Revenue Surges 33% to ₹1,342 Crore, PAT Up 46%
Lumax Industries reported Q2 FY27 revenue of ₹1,342 crore, up 33% y-o-y, and H1 FY27 revenue of ₹2,565 crore, also up 33%. PAT grew 46% to ₹52 crore. The company revised its full-year revenue growth guidance to 25% plus. LED lighting constitutes 63% of H1 FY27 revenue, with an order book of ₹2,580 crore.
The significant revenue and profit growth, coupled with an upward revision in guidance and a substantial order book, are material positive developments for the company's financial performance and future outlook.
The company reported strong year-on-year growth in revenue and profit, revised its full-year guidance upwards, and highlighted a robust order book, indicating positive business momentum.
Lumax Industries Limited (LIL) announced its financial results for the second quarter and half-year ended September 30, 2026. The company reported a consolidated revenue of ₹1,342 crore for Q2 FY27, marking a significant 33% year-on-year (y-o-y) increase and a 10% quarter-on-quarter (q-o-q) rise. For the first half of FY27 (H1 FY27), revenue stood at ₹2,565 crore, also up 33% y-o-y. This robust growth was attributed to new program launches, sustained business with leading Original Equipment Manufacturers (OEMs), a rapid scale-up with smaller customers, and a rising share of LED lighting, which constituted 63% of revenue in H1 FY27. The company's order book stands at ₹2,580 crore, with LED lighting comprising approximately 80% and Electric Vehicle (EV) programs accounting for about 11%. Passenger car vehicles represent 63% of the order book, while 2/3-Wheelers make up 37%. Key product launches during the quarter included supplying tail lamps for the Tata Motors Aeris and headlamps, fog lamps, and cornering lamps for the Mahindra & Mahindra Thar Refresh. The company also highlighted recognitions, including the Launch Excellence Award from Tata Motors and the CII National Award for Best Environment Practices for its Chakan II plant. Consolidated EBITDA for the quarter was ₹110 crore, up 21% y-o-y, with a margin of 8.2%. Profit After Tax (PAT), including share of associates, was ₹52 crore, up 46% y-o-y, with a PAT margin of 3.9%. The company revised its full-year revenue guidance upwards to 25% plus from the earlier 20% plus. The capex guidance for FY27 remains at ₹200-250 crore. The company is focused on increasing LED localization and expanding its wallet share with OEMs, aiming for a 35-40% share with Maruti Suzuki and a near 50% share on tail lamps with Honda Motorcycle and Scooter India. Lumax Industries reiterated its focus on automotive lighting solutions, while other group companies handle different segments like mechatronics and aftermarket services.
What to do with a filing like this
Lumax Industries Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.
See the model portfoliosA plain-language summary of a public exchange filing by Lumax Industries Limited. Read the original for the full detail.