Lumax Industries has released the audio recording of its earnings call held on June 01, 2026, to discuss operational and financial performance for the fourth quarter and financial year ended March 31, 2026. The recording is accessible to all investors and the general public on the company's official website.

The disclosure was filed pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The filing was signed by Raajesh Kumar Gupta, Executive Director & Company Secretary.

Access Information

The audio recording can be accessed via the following link on the company's website:

https://www.lumaxworld.in/lumaxindustries/transcript.html

The communication has been submitted to BSE Limited and the National Stock Exchange of India Limited for their records.

Lumax Industries Limited reported its highest-ever annual revenue of ₹4,184.2 crore in FY26, a 23% increase from ₹3,400.4 crore in the previous year. Profit after tax (PAT) rose 23.3% year-on-year to ₹172.5 crore. The company announced its audited financial results for the fourth quarter and fiscal year ended March 31, 2026, highlighting robust operational performance and an improved product mix driven by LED lighting. The Board of Directors has recommended a final dividend of ₹55 per equity share (550%) for FY26, subject to shareholder approval.

Financial Performance

For the full year FY26, Lumax Industries recorded its highest-ever annual EBITDA of ₹412.1 crore, an increase of 42.8% year-on-year. The EBITDA margin improved by 130 basis points to 9.8%. Net profit for the year stood at ₹172.5 crore compared to ₹139.9 crore in FY25. The company recognised an exceptional item of ₹17.8 crore during the year, attributed to the incremental impact of new Labour Codes notified by the Government of India.

The following table summarises the consolidated annual financial performance:

Q4 Performance

In the fourth quarter, Lumax Industries achieved its highest-ever quarterly revenue of ₹1,200.3 crore, a 30% increase from ₹923.4 crore in Q4 FY25. EBITDA for the quarter rose 46.6% to ₹124.9 crore, with the margin expanding to 10.4% from 9.2% in the corresponding period last year. Net profit for the quarter increased to ₹54.1 crore from ₹44.0 crore year-on-year.

The key consolidated Q4 metrics are summarised below:

Operational Highlights

LED lighting contributed 61% to the total revenue in FY26, while conventional lighting accounted for 39%. The product mix comprised 69% front lighting, 22% rear lighting, and 9% others. By segment, passenger vehicles contributed 65% of revenues, two-wheelers 29%, and commercial vehicles 6%. The order book remains healthy at ₹2,200 crore, with an 88% composition from LED lighting.

ICRA Limited upgraded the company's long-term and short-term credit ratings to ICRA AA- (Stable) and ICRA A1+, respectively.

Corporate Governance and Appointments

The Board approved the re-appointment of Mr. Tadayoshi Aoki as Senior Executive Director for a further tenure of three years effective February 03, 2027, subject to shareholder approval. Additionally, the Board approved changes in designations for Mr. Deepak Jain, who will transition from Chairman and Managing Director to Chairman (Whole Time Director), and Mr. Anmol Jain, who will move from Joint Managing Director to Managing Director, both effective May 28, 2026. The 45th Annual General Meeting is scheduled for August 24, 2026, with the record date fixed for August 06, 2026.