Lumino Industries Q2 FY27 Revenue Surges 30% YoY to ₹661 Cr, PAT Up 51%
Lumino Industries reported Q2 FY27 Revenue from Operations at ₹661 Cr, up 30% YoY. PAT rose 51% to ₹53 Cr. H1 FY27 Revenue grew 25% to ₹1,183 Cr, PAT up 42% to ₹93 Cr. Total order book stands at ₹2,885 Cr. Ranihati expansion for 35,000 MT capacity expected to start in Q4 FY27.
The significant year-on-year growth in key financial metrics, coupled with a substantial order book and strategic capacity expansion, are likely to have a material positive impact on the company's financial performance and investor sentiment.
The company reported strong year-on-year growth in revenue, EBITDA, and PAT for both the quarter and half-year ended September 30, 2026. The expanding order book and the progress on capacity expansion also indicate a positive outlook.
Lumino Industries Limited has announced its unaudited financial results for the quarter and half year ended September 30, 2026. For the second quarter of FY27, the company reported a Revenue from Operations of ₹661 crore, marking a significant 30% year-on-year growth. The Operating EBITDA stood at ₹84 crore, with a margin of 12.8%, and Profit after Tax (PAT) was ₹53 crore, reflecting a margin of 7.9%.
For the half year ended September 30, 2026 (H1 FY27), Revenue from Operations reached ₹1,183 crore, a 25% increase compared to H1 FY26. Operating EBITDA for H1 FY27 was ₹155 crore, up 34% YoY, with a margin of 13.1%. PAT for H1 FY27 grew by 42% YoY to ₹93 crore, with a margin of 7.8%.
The company's order book as of September 30, 2026, totals ₹2,885 crore, comprising ₹922 crore from the Manufacturing business and ₹1,963 crore from the EPC business. Post-September 30, 2026, Lumino Industries has secured new orders worth ₹386 crore and is L1 in tenders amounting to ₹555 crore.
Highlighting future growth, the Ranihati expansion project is underway, which will add 35,000 MT of annual capacity in phases, increasing the total installed capacity from 40,000 MT to 75,000 MT. This expansion will also broaden the cable portfolio to include HT power cables up to 66 kV, with commercial production expected to commence in Q4 FY27.
Mr. Devendra Goel, Managing Director, expressed satisfaction with the results, citing strong performance across revenue and profitability. He emphasized the robust order book and the strategic importance of the Ranihati expansion. The company foresees opportunities in conductors and cables driven by renewable energy, data centers, and power infrastructure development, supported by government initiatives like Green Energy Corridor Phase III and PM Gati Shakti. The integrated manufacturing and EPC model is seen as a key competitive advantage.
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