Lux Industries (LUXIND) Q2 25/26 earnings summary

Executive summary

• Revenue grew 15% year-over-year in Q2 FY'26, with overall volume growth of 19% for the quarter.

• Power brands Lux Cozi and Lux Venus maintained strong momentum; new launches like Lux Nitro, Lux Parker, and Lux Cozi Pynk received promising responses.

• The company is pivoting to an omni-channel strategy, investing in IT infrastructure and digital platforms.

• Lyra continued to dominate the womenswear segment, and Lux Cozi Pynk won the Best Brand for Women 2025 award.

• Unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025, were approved and reviewed by the Board and Audit Committee.

Financial highlights

• Q2 FY'26 revenue: ₹779 crore (up 15% YoY); EBITDA: ₹78 crore (margin 10.0%); PAT: ₹52 crore (margin 6.7%).

• HYE FY'26 revenue: ₹1,383 crore (up 14% YoY); EBITDA: ₹133 crore (margin 9.6%); PAT: ₹93 crore (margin 6.7%).

• Standalone revenue from operations for Q2 FY26 was ₹775.22 crore, up from ₹667.31 crore in Q1 FY26 and ₹684.71 crore in Q2 FY25.

• Standalone net profit for Q2 FY26 was ₹23.84 crore, compared to ₹23.92 crore in Q1 FY26 and ₹50.72 crore in Q2 FY25.

• Gross cash and cash equivalents at ₹225 crore as of HYE FY'26.

Outlook and guidance

• Exports expected to grow, with targeted presence in 60 countries by 2028.

• Focus on premiumization, digitalization, and expanding product portfolio across segments.

• Working capital days expected to improve with better inventory management and faster debtor collection.

• Management continues a detailed internal review of segment asset and liability allocation, with segment results subject to the outcome of this review.