Lumax Industries Limited Earnings Summary — Q4 FY2026

# LIL:CS:REG30:2026-27 Date : 05.06.2026 BSE Limited National Stock Exchange of India Limited

Listing & Compliance Department Listing & Compliance Department Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1 Block G,

# Dalal Street, Mumbai - 4001 Bandra Kurla Complex, Bandra (E), Mumbai - 400051

# Security Code : 517206 Company Symbol: LUMAXIND

# Sub: Transcript of Analysts/Investor Earnings Conference Call- Q4 & FY 2025-26.

# Dear Sir/Ma'am,

# Pursuant to Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure

# Requirements) Regulations, 2015 and other applicable Regulations, please find enclosed herewith the

# Transcript of Analysts/Investor Earnings Conference Call for all Investor/General Public which was held on

Monday, June 01, 2026 at 11:00 A.M. (IST) to discuss the operational and financial performance of the

# Company for the 4th Quarter and Year ended March 31, 2026.

# The transcript will also be made available on the website of the Company at [https://www.lumaxworld.in/lumaxindustries/transcript.html](https://www.lumaxworld.in/lumaxindustries/transcript.html)

# You are requested to take the same on record and oblige

# Thanking you,

# Yours faithfully,

# For LUMAX INDUSTRIES LIMITED

# RAAJESH KUMAR GUPTA EXECUTIVE DIRECTOR & COMPANY SECRETARY

# ICSI M. NO. A8709

# Encl: As stated above

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# “Lumax Industries Limited Q4 and FY 26 Earnings Conference Call”

# June 01, 2026

## MANAGEMENT:

- Mr. Deepak Jain –

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_Lumax Industries Limited_ _June 01, 2026_

**Deepak Jain:** A very good morning, everyone. I hope everyone is doing well. Along with me, there is on this call today, Mr. Anmol Jain, the Joint Managing Director of the company; Mr. Raju Ketkale, the CEO; Mr. Sanjay Mehta, Lumax Group CFO; Ravi Teltia, Lumax Industries CFO and Ms. Surabhi Chandna, the Group Head of Investor Relations and Value Creation.

We have updated our financial results and earnings presentation on stock exchange and the company's website. I hope everybody has had an opportunity to go through the same. I will be briefly touching upon the economy, followed by the automotive industry performance and company updates.

The global economic environment remains uncertain due to the ongoing geopolitical tensions and evolving trade policies across major economies. We remain cautiously optimistic about the outlook for FY27. Income tax reforms announced last year expected to improve disposable incomes and support consumption across sectors, which could positively benefit demand across the economy. Continued focus on infrastructure development, manufacturing growth and capital expenditure is also expected to support industrial and automotive activity. However, uncertainties arising from the ongoing West Asia conflict needs to be closely monitored as prolonged disruption could impact production, commodity prices, fuel costs, freight rates and overall economic sentiment.

Coming to the performance of the automotive industry, FY 26 witnessed a contrasting trend across the two halves of the year. H1 FY 26 started at a relatively subdued note with the industry witnessing slower demand, rising costs and supply chain challenges, which overall impacted the market sentiment.

However, H2 of FY 26 saw a very strong recovery following the GST 2.0 related reforms, low interest rates and improvement in consumer sentiment, which were also supported by the festive season. Overall, in the Indian auto industry posted its strongest fiscal year in 7 years since FY 19 with a production of 34.71 million units, up 11.8% year-on-year (y-o-y) and robust performance across segments.

According to SIAM, the passenger vehicle production units had 5.5 million in FY 26, registering a growth of 9%, supported by sustained demand for utility vehicles, premiumization trends and healthy export momentum. The 2-wheeler production units stood at 26.7 million in FY26, registering a strong growth of 12%. 3-wheele

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