Lumax industries Limited has announced its quarterly earnings call to discuss the company's operational and financial performance for the third quarter and nine months of FY26. The earnings call represents a key communication channel for the company to engage with investors and stakeholders regarding its business developments.

Earnings Call Schedule

The company has scheduled the earnings call for Friday, February 13, 2026 at 11:00 AM IST. The call will focus on discussing the operational and financial performance for the third quarter and nine months ended December 31, 2025.

Access Information

The earnings call will be accessible through multiple channels to ensure broad participation from investors and the general public. The company has provided comprehensive access details including domestic and international numbers.

Participants can also pre-register for the earnings call through the company's designated registration link.

Management Participation

The earnings call will feature comprehensive representation from Lumax Industries' senior management team. Key participants include Chairman & Managing Director Deepak Jain, Joint Managing Director Anmol Jain, and CEO Raju Ketkale, along with finance and investor relations executives.

Senior Leadership:

• Mr. Deepak Jain – Chairman & Managing Director
• Mr. Anmol Jain – Joint Managing Director
• Mr. Raju Ketkale – CEO

Finance Team:

• Mr. Naval Khanna – Corporate Head (Taxation)
• Mr. Sanjay Mehta – Group CFO
• Mr. Ravi Teltia – CFO

Communications Team:

• Ms. Surabhi Chandna – Head Group Investor Relations & Value Creation
• Ms. Priyanka Sharma – Head Corporate Communications

Regulatory Compliance

The earnings call announcement has been made in compliance with Regulation 30(6) read with Para A of Schedule III of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The communication has been filed with both BSE Limited and National Stock Exchange of India Limited, and is also available on the company's website at https://www.lumaxworld.in/lumaxindustries/index.html .

Lumax Industries , a leading automotive lighting solutions provider, has reported a robust performance for the second quarter of fiscal year 2026, with significant revenue growth and expansion plans.

Strong Financial Performance

The company delivered impressive quarterly results, with operating revenue reaching Rs. 1,009.00 crores, marking a substantial 24.2% year-on-year growth. EBITDA for the quarter stood at Rs. 91.00 crores, demonstrating the company's operational efficiency.

New Manufacturing Facility

In a strategic move to enhance its production capabilities, Lumax Industries has announced plans to establish a new manufacturing facility in Bengaluru. The company plans to invest Rs. 140.00 crores in this plant, which is expected to cater to orders from Maruti Suzuki and Toyota. This expansion is projected to achieve a peak annualized turnover of approximately Rs. 450.00 crores once fully operational.

Revised Growth Outlook

Following the recent GST rate cuts, Lumax Industries has revised its full-year revenue growth guidance upward. The company now expects a growth rate of 20-25%, up from the previous projection of 15-20%. This optimistic outlook is supported by a strong order book exceeding Rs. 1,800.00 crores, providing solid revenue visibility for the coming quarters.

Order Book and Future Prospects

The company's order book stands at Rs. 1,850.00 crores, with about 85% of the orders focused on LED-based products. This aligns well with the industry's shift towards advanced lighting technologies. The order book is expected to materialize over the next few years, with approximately one-third of it slated for execution in FY27 and another 30-40% in FY28.

Technological Advancements

Lumax Industries is actively investing in new technologies to enhance its product offerings. The company is exploring advanced features such as animation, customization, and Adaptive Driving Beam (ADB) technology. These innovations are expected to increase the content per vehicle and potentially improve profit margins in the future.

Market Position and Customer Base

The company maintains strong relationships with major OEMs in both the four-wheeler and two-wheeler segments. In the passenger vehicle segment, Lumax enjoys significant wallet shares with key players like Maruti Suzuki, Mahindra, and Tata Motors. In the two-wheeler segment, the company has substantial wallet shares with Honda Motorcycle and Hero MotoCorp, and is expanding its presence with other manufacturers like TVS, Suzuki Motorcycle, and Yamaha.

Challenges and Outlook

While the company faces challenges such as competitive intensity and currency fluctuations, it remains optimistic about its future prospects. Lumax Industries aims to achieve EBITDA margins of 12-13% over the next 2-3 years, driven by operating leverage, introduction of new technologies, and potential localization of components.

As the automotive industry continues to evolve, Lumax Industries appears well-positioned to capitalize on the growing demand for advanced lighting solutions in the Indian market.