Lumax Industries Ltd.
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ABOUT
AI Sector View
AI GENERATEDAutomobile and Auto Components
Domestic auto demand remains strong across categories, with total vehicles registered up 27% YoY (2026-07), passenger vehicle sales up 14% YoY (2026-06), 2-wheelers up 23% YoY (2026-06), and tractor sales up 18% YoY (2026-07). Core demand is reinforced by vehicle sales of 395199 units (Jul/26) and car registrations of 457810 units (Jul/26), outweighing FPI outflows of INR -11826 crore over 3 months to 2026-08-31. The stance stays positive because fundamentals are stronger than positioning.
PROS
- Company has delivered good profit growth of 56.9% CAGR over last 5 years
- Company has consistently been profitable over the last 5 years
- Company has delivered good sales growth of 24.0% CAGR over last 5 years
- Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.69x)
- Company has a consistent dividend-paying track record
CONS
- Valuation is stretched - P/E of 29.2 is well above its own 5-year median (18.5)
- Growth is decelerating - 3Y profit CAGR (18.7%) trails the 5Y trend (56.9%)
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| MOTHERSON | 164.00 | 39.52 | 173092.86 | 0.37 | 1075.66 | 77.48 | 35243.77 | 17.70 | 13.63 | 8.86 |
| BOSCHLTD | 48602.60 | 60.66 | 143358.71 | 0.56 | 706.10 | -36.74 | 5841.90 | 22.00 | 25.60 | 14.08 |
| UNOMINDA | 1223.50 | 58.77 | 70653.11 | 0.22 | 315.51 | 2.10 | 5556.85 | 23.79 | 20.74 | 11.14 |
| TIINDIA | 2650.00 | 84.58 | 51296.66 | 0.13 | 293.96 | -3.04 | 6215.33 | 20.20 | 27.33 | 8.81 |
| SONACOMS | 803.10 | 72.02 | 50123.75 | 0.42 | 178.51 | 46.67 | 1301.20 | 52.38 | 14.75 | 22.55 |
| ENDURANCE | 2716.60 | 39.40 | 38212.47 | 0.42 | 244.52 | 8.03 | 4314.89 | 30.01 | 18.33 | 12.42 |
| CRAFTSMAN | 11852.65 | 66.68 | 30999.93 | 0.09 | 150.55 | 116.31 | 2431.58 | 36.30 | 14.65 | 15.81 |
| ZFCVINDIA | 2528.05 | 57.63 | 28770.60 | 0.03 | 1044.78 | 753.75 | 10661.76 | 992.89 | 20.23 | 12.93 |
| SANSERA | 4107.40 | 73.56 | 25631.64 | 0.10 | 87.36 | 38.71 | 1021.26 | 33.27 | 14.29 | 19.18 |
| MSUMI | 36.32 | 38.39 | 24086.20 | 1.60 | 1453.20 | 915.51 | 34072.60 | 1273.43 | 43.72 | 7.58 |
| GABRIEL | 1340.50 | 79.82 | 23757.68 | 0.37 | 1081.26 | 925.35 | 14256.83 | 1055.00 | 26.37 | 11.71 |
| LUMAXIND | 5858.85 | 29.23 | 5476.70 | 0.94 | 51.08 | -85.88 | 1223.23 | 32.60 | 18.18 | 9.89 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 618 | 644 | 632 | 743 | 766 | 812 | 887 | 923 | 923 | 1,009 | 1,053 | 1,200 | 1,223 | |
| 567 | 589 | 573 | 677 | 708 | 752 | 817 | 844 | 841 | 920 | 942 | 1,076 | 1,174 | |
| Operating Profit | 51 | 55 | 58 | 66 | 58 | 60 | 70 | 79 | 82 | 89 | 111 | 124 | 49 |
| OPM % | 8.30% | 8.53% | 9.22% | 8.87% | 7.54% | 7.36% | 7.88% | 8.59% | 8.87% | 8.80% | 10.51% | 10.33% | 4.04% |
| 3 | 2 | 2 | 5 | 12 | 3 | 1 | 6 | 3 | 2 | -15 | -1 | 3 | |
| Interest | 10 | 11 | 13 | 15 | 16 | 19 | 19 | 18 | 18 | 19 | 19 | 18 | 18 |
| Depreciation | 21 | 21 | 24 | 27 | 26 | 26 | 27 | 33 | 32 | 37 | 38 | 45 | 42 |
| Profit before Tax | 23 | 25 | 23 | 30 | 27 | 17 | 25 | 34 | 35 | 35 | 39 | 60 | 64 |
| Tax % | 46.72% | 47.67% | 40.75% | 53.72% | 43.58% | 49.82% | 32.86% | 27.64% | 34.88% | 32.65% | 21.17% | 30.52% | 20.15% |
| Net Profit | 0 | 0 | 0 | 0 | 342 | 283 | 335 | 440 | 362 | 356 | 465 | 54 | 51 |
| 24.73 | 28.08 | 27.37 | 38.58 | 36.56 | 30.25 | 35.82 | 47.04 | 38.71 | 38.13 | 49.79 | 57.87 | 54.64 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,271 | 1,649 | 1,851 | 1,602 | 1,426 | 1,751 | 2,320 | 2,637 | 3,400 | 4,184 | 4,485 | |
| 1,170 | 1,515 | 1,698 | 1,443 | 1,326 | 1,616 | 2,112 | 2,405 | 3,120 | 3,778 | 4,112 | |
| Operating Profit | 101 | 135 | 154 | 158 | 100 | 135 | 208 | 231 | 280 | 406 | 373 |
| OPM % | 7.94% | 8.16% | 8.31% | 9.89% | 7.02% | 7.73% | 8.97% | 8.77% | 8.24% | 9.70% | 8.31% |
| 6 | 5 | 48 | 7 | 25 | -4 | 9 | 11 | 9 | -11 | -10 | |
| Interest | 11 | 8 | 16 | 23 | 29 | 22 | 30 | 49 | 73 | 75 | 74 |
| Depreciation | 41 | 48 | 60 | 64 | 65 | 64 | 80 | 93 | 113 | 152 | 162 |
| Profit before Tax | 65 | 98 | 134 | 92 | 33 | 53 | 149 | 159 | 178 | 223 | 198 |
| Tax % | 16.08% | 26.84% | 22.70% | 21.62% | 45.09% | 22.90% | 30.88% | 30.25% | 21.29% | 22.49% | 25.71% |
| Net Profit | 54 | 71 | 104 | 72 | 18 | 41 | 103 | 111 | 140 | 172 | 147 |
| EPS | 58.17 | 76.34 | 111.04 | 76.91 | 19.42 | 43.57 | 110.27 | 118.77 | 149.67 | 184.50 | — |
| Dividend Payout % | 24.93% | 30.13% | 31.52% | 30.55% | 36.05% | 30.99% | 24.48% | 29.47% | 23.38% | 29.81% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 13%
- 5 Years:
- 24%
- 3 Years:
- 22%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- 13%
- 5 Years:
- 57%
- 3 Years:
- 19%
STOCK PRICE CAGR
- 10 Years:
- 23%
- 5 Years:
- 32%
- 3 Years:
- 38%
- 1 Year:
- 42%
RETURN ON EQUITY
- 10 Years:
- 17%
- 5 Years:
- 17%
- 3 Years:
- 19%
- Last Year:
- 20%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 |
| 300 | 353 | 426 | 437 | 451 | 482 | 574 | 662 | 765 | 908 | |
| 92 | 104 | 140 | 320 | 337 | 399 | 408 | 681 | 800 | 869 | |
| Trade Payables | 327 | 536 | 380 | 315 | 374 | 474 | 558 | 698 | 817 | 1,035 |
| 184 | 262 | 308 | 288 | 225 | 181 | 317 | 551 | 470 | 614 | |
| Total Liabilities | 911 | 1,265 | 1,262 | 1,370 | 1,397 | 1,546 | 1,866 | 2,601 | 2,861 | 3,435 |
| 419 | 518 | 549 | 652 | 626 | 710 | 748 | 968 | 1,105 | 1,433 | |
| Capital Work in Progress | 20 | 34 | 49 | 32 | 47 | 48 | 43 | 178 | 212 | 105 |
| 79 | 88 | 81 | 90 | 92 | 102 | 147 | 179 | 246 | 278 | |
| 116 | 169 | 204 | 179 | 222 | 264 | 378 | 582 | 511 | 643 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 306 | 348 | 462 | 630 | |
| Cash & Bank | 1 | 2 | 2 | 38 | 3 | 16 | 7 | 47 | 10 | 26 |
| 276 | 454 | 378 | 378 | 406 | 406 | 236 | 301 | 315 | 320 | |
| Total Assets | 911 | 1,265 | 1,262 | 1,370 | 1,397 | 1,546 | 1,866 | 2,601 | 2,861 | 3,435 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 111 | 157 | 137 | 119 | 72 | 118 | 108 | 133 | 212 | 373 | |
| Cash from Investing | -62 | -128 | -97 | -194 | -31 | -129 | -90 | -245 | -293 | -265 |
| Cash from Financing | -39 | -11 | -6 | 96 | -51 | 34 | -26 | 137 | 59 | -92 |
| -2 | 1 | 1 | 6 | -5 | 13 | -8 | 24 | -22 | 16 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-08-26 - Submission of Voting Results as per Regulation 44 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 along with the Scrutinizer''s Report on 45th Annual General Meeting of the Company
2026-08-26 - Lumax Industries Limited has informed the Exchange regarding Proceedings of Annual General Meeting held on August 26, 2026
2026-08-18 - Lumax Industries Limited has informed the Exchange about Transcript of Analysts/Investor Earnings Conference Call- Q1 2026-27.
2026-08-09 - Submission of the Newspaper Cuttings of publication of Un-Audited Financial Results for 1stQuarter ended June 30,2026
2026-08-08 - Lumax Industries Limited has informed the Exchange regarding a press release dated August 08, 2026, titled "Investor Release of Financial Results for the 1st Quarter ended June 30, 2026.".
2026-08-08 - Lumax Industries Limited has informed the Exchange about Investor Presentation
2026-08-08 - Lumax Industries Limited has submitted to the Exchange the outcome of the Board meeting held on August 08, 2026 including Un-audited Standalone and Consolidated Financial Results for 1st Quarter ended June 30, 2026.
2026-08-02 - Lumax Industries Limited has informed the Exchange about publication of the Newspaper Advertisement for information regarding the 45th Annual General Meeting of the Company and Completion of dispatch of Integrated Annual Report for Financial Year 2025-26.
2026-08-01 - Lumax Industries Limited has informed the Exchange about Dispatch of letter to shareholders whose e-mail addresses are not registered with Company/Registrar & Transfer Agent/Depositories.
News
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