Lumax Industries Ltd (BOM:517206)
₹ 2451.35 -13.75 (-0.56%) Market Cap: 22.91 Bil Enterprise Value: 30.82 Bil PE Ratio: 18.46 PB Ratio: 3.29 GF Score: 79/100
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Q2 2025 Lumax Industries Ltd Earnings Call Transcript

Nov 13, 2024 / 05:30 AM GMT
Release Date Price: ₹2289.25 (-0.76%)

Key Points

Positve
  • Lumax Industries Ltd (BOM:517206) reported a 26% year-on-year growth in quarterly revenues, indicating strong performance.
  • The company has a robust order book of approximately 2,900 crores, with 87% dedicated to LED lighting, showcasing a strong market position.
  • There is a positive outlook for the two-wheeler segment, driven by rising rural demand and government support for electric vehicles.
  • The company has successfully expanded its wallet share with existing models and customers, securing participation in new model launches.
  • Lumax Industries Ltd (BOM:517206) is well-positioned to benefit from advancements in automotive lighting technologies, aligning with safety and regulatory standards.
Negative
  • The company faced challenges in the passenger vehicle segment, with a low single-digit growth expectation for the full year.
  • EBITDA margin for Q2 FY25 stood at 7.7%, a decrease from the previous year, impacted by losses in the cooling business.
  • There are concerns about the slow pace of growth in the commercial vehicle segment, with short-term challenges persisting.
  • The company is experiencing lower capacity utilization in some plants, affecting profitability.
  • There are headwinds in the passenger vehicle market, with potential inventory corrections at the OEM levels expected in the near term.


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

LUMA.NS - Lumax Industries Ltd
Q2 2025 Lumax Industries Ltd Earnings Call
Nov 14, 2024 / 05:30AM 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 the Q2 NH one fr 25 earnings conference call of Blue Max Industries Limited.

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 do not guarantee the future performance of the company and it may involve risk and uncertainties that are difficult to predict.

As a reminder, all participants alliance will be in listen-only more and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call? Please signal an operator by pressing star then zero
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