Lumax Industries Ltd (NSE:LUMAXIND)

Q3 2025 Lumax Industries Ltd Earnings Call Transcript

Feb 13, 2025 / 10:00 AM GMT

Release Date Price: ₹2310.65 (+0.88%)

Transcript

Key Points

Positve

Lumax Industries Ltd (BOM:517206) reported a strong year-on-year revenue growth of 40% for the third quarter and 31% for the nine months ended December 2024.
The company achieved an all-time high quarterly revenue of INR 887 crore, driven by a strong product mix and robust order wins.
LED lighting now constitutes 52% of total revenue, up from 36% in the same period last year, indicating successful strategic focus on this segment.
Lumax Industries Ltd has a strong order book of INR 2,600 crore, with 33% dedicated to electric vehicles, reflecting a growing commitment to the EV sector.
The company has regained revenue share from Maruti Suzuki and increased market share with M&M and Tata, strengthening its position as a preferred lighting solutions provider.

Negative

EBITDA margins saw a slight decline, standing at 8% for Q3 and 8.2% for the nine months, due to factors like anti-dumping duties and rising raw material costs.
The anti-dumping duty on PCV resulted in a 50-60 basis point increase in costs, impacting overall profitability.
There was a significant increase in raw material consumption, affecting margins, with a noted rise from 63.3% to 65% in Q3.
Tooling margins have declined from 24% last year to 7% in the current nine months, indicating variability in profitability from this segment.
The company faces challenges in passing on raw material cost increases to customers, with a lag in compensation from OEMs affecting short-term financial performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LUMA.NS - Lumax Industries Ltd
Q3 2025 Lumax Industries Ltd Earnings Call
Feb 13, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Lumas Industries Limited, Q3 and 9 months FI 25 earnings conference call.

This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions, and expectations of the company as on date of this call.

These statements are on the guarantee of future performance of the company, and it may involve risk uncertainties that are difficult to predict.

As a reminder, our participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing start and 0 on

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