Lumax Industries Ltd.
NSE: LUMAXIND · Automobile & Ancillaries
Sector
Automobile & Ancillaries
Size band
Small cap
Market cap
4,489cr
P/E
32.3
ROE
16.1%
Dividend yield
0.7%
No price is shown on this page, live or delayed. It records what management said on the earnings call, and the company’s filings.
Measured against
Peer set
Auto Ancillaries · largest 12 of 34 measured at Q1 FY27 · financials via Screener| Company | Operating margin | Revenue growth |
|---|---|---|
| Bosch Ltd. | 14.0% | 22.0% |
| Motherson Sumi Wiring India Ltd. | 8.0% | 36.6% |
| JBM Auto Ltd. | 11.0% | 15.0% |
| Gabriel India Ltd. | 9.0% | 15.6% |
| OLA Electric Mobility Ltd. | −36.0% | −45.0% |
| ASK Automotive Ltd. | 12.0% | 52.4% |
| Varroc Engineering Ltd. | 8.0% | 29.9% |
| Diamond Power Infrastructure Ltd. | 11.0% | 128.5% |
| Pricol Ltd. | 11.0% | 23.5% |
| LG Balakrishnan & Bros Ltd. | 13.0% | 21.6% |
| SJS Enterprises Ltd. | 29.0% | 24.3% |
| Lumax Industries Ltd. | 9.0% | 32.5% |
What management said
9 statements on recordEarnings call · Q1 FY 27 · 18 Aug 2026
- EBITDA margin→10.5% to 11%· FY 27
“So therefore, we are maintaining our full year guidance of 10.5% to 11% EBITDA.”
- EBITDA margin→above 10%· Q2 FY 27
“So yes, I'm not sure whether it will be 10.5%, but it definitely should be above 10% for Q2.”
- capex→INR 200 to 250 crore· FY 27
“For FY 27, our capex guidance updated to INR 200 to 250 crore, mainly due to new order wins.”
- maintenance capex→INR 40 crore to INR 50 crore· FY 27
“Bifurcation is the maintenance capex, as we mentioned, would continue to be some INR 40 crore to INR 50 crore.”
- mould sale→INR 250 crore to INR 300 crore· FY 27
“And this year, we are hopefully targeting INR 250 crore to INR 300 crore.”
- revenue CAGR→15% to 20%· next 3 to 5 years
“Our CAGR continues to be between 15% to 20%.”
- revenue→INR 9,000 crore or upwards· FY 30-31
“So, from a current base of, let's say, INR 4,500 crore to INR 5,000 crore, we should be looking at probably a INR 9,000 crore or upwards revenue in FY 30-31.”
- EBITDA margin→upwards of 13%· 3 to 4 years
“And 3 to 4 years, I think our endeavour is to hit the ‘teen’ EBITDA upwards of 13% or so.”
- capex→INR 150 crore to INR 200 crore· FY 28
“FY 28 capex will depend how the business wins will happen, but our guidance would be in line with what we mentioned earlier, somewhere INR 150 crore to INR 200 crore at this moment.”
Taken from management commentary on the company’s earnings call and quoted verbatim. These are statements of intent made by the company, not forecasts by Bharatstox, and nothing here records whether they were met.
On air
3 calls · outcomes not trackedRecorded as stated on air, with the analyst's SEBI registration status where it was given. Anchor calls carry no registration and are marked. Bharatstox does not make, endorse or repeat these calls, and none of them is our view.
| Channel & show | Aired | Stated target | Stated stop | Outcome |
|---|---|---|---|---|
| CNBC AwaazCNBC Awaax · no registration attached | 16 Oct | +7.4% | -2.5% | still open |
| NDTV ProfitNDTV Profit · no registration attached | 31 Aug | +9.5% | -2.7% | still open |
| NDTV ProfitNDTV Profit · no registration attached | 31 Aug | +8.7% | -3.3% | still open |
Shareholding
change across 4 filings| Category | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Change |
|---|---|---|---|---|---|
| Promoters | 75.0 | 75.0 | 75.0 | 75.0 | 0.0 |
| Foreign institutions | 1.7 | 1.4 | 1.6 | 1.4 | +0.3 |
| Domestic institutions | 7.7 | 6.7 | 6.1 | 5.7 | +2.0 |
| Retail & others | 15.6 | 16.9 | 17.3 | 17.9 | −2.3 |
As filed with the exchange for the periods ending Dec 25 to Sep 26.
Filings
latest 25 of 270- Analysts/Institutional Investor Meet/Con. Call Updates16 Oct 2026
- Certificate under SEBI (Depositories and Participants) Regulations, 201813 Oct 2026
- Trading Window25 Sept 2026
- Shareholders meeting26 Aug 2026
- Submission of Voting Result as per Regulation 44 of SEBI ( Listing Obligation and Disclosure Requirements) Regulation, 2015 along with Scrutinizer''s report on 45th Annual General Meeting ....26 Aug 2026
- Submission of Voting Result as per Regulation 44 of SEBI ( Listing Obligation and Disclosure Requirements) Regulation, 2015 along with Scrutinizer''s report on 45th Annual General Meeting ....26 Aug 2026
- Shareholders meeting26 Aug 2026
- Proceeding of the 45th Annual General Meeting of the Company held on August 26, 202626 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates18 Aug 2026
- Transcript of Analysts/Investor Earning Conference Call - Q1 2026 -2718 Aug 2026
- Record Date29 Jul 2026
- Updates29 Jul 2026
- Change in Management20 Jul 2026
- Change in Management20 Jul 2026
- General Updates17 Jul 2026
- Revised Record date16 Jul 2026
- General Updates16 Jul 2026
- Certificate under SEBI (Depositories and Participants) Regulations, 201810 Jul 2026
- Trading Window26 Jun 2026
- Disclosure under SEBI Takeover Regulations19 Jun 2026
- Disclosure under SEBI Takeover Regulations12 Jun 2026
- Analysts/Institutional Investor Meet/Con. Call Updates5 Jun 2026
- Analysts/Institutional Investor Meet/Con. Call Updates1 Jun 2026
- Copy of Newspaper Publication29 May 2026
- Press Release28 May 2026
The 25 most recent of 270 filings we hold for LUMAXIND, back to January 2024. Every filing, by day.
Disclaimer
Guidance is quoted from management commentary on quarterly earnings calls; the words are the company's own and the targets are theirs, not ours. Peer comparisons use quarterly financials sourced from Screener, with every company measured at the same fiscal quarter; the peer set is companies sharing the same industry classification, and comparisons are descriptive, not a ranking or a view. Broadcast calls are reproduced as stated on air, attributed, with the analyst's SEBI registration status where given; they are not our calls and not our view. Filings are reproduced as companies filed them to the NSE and BSE; Bharatstox does not verify, endorse or comment on their contents. This page is for informational and educational purposes only and does not constitute investment advice, research, or a recommendation to buy or sell any security. Investing in securities markets is subject to market risks. Read all related documents carefully before investing.