Lumax Industries

LED Lighting And Localization Will Expand Market Opportunities

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

15 Mar 25

Updated

15 Dec 25

Views

14

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

144.1%

7D

1.8%

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1Y

144.1%

7D

1.8%

You can edit this narrative until Dec 16 9:10 AM. Then, changes will post as Updates.

Author's Valuation

₹5.2k10.1% overvalued

AnalystConsensusTarget Fair Value

Shared on 15 Dec 25

517206: New Plant And Energy Investment Will Shape Balanced Medium Term Outlook

Analysts have modestly raised their price target on Lumax Industries, citing a slightly lower implied discount rate and sustained expectations for high-teens revenue growth and steady profit margins that together support a fair value of ₹5,202.67 per share. What's in the News Lumax Industries raised its fiscal 2026 revenue growth guidance to 20% to 25%, up from 15% to 20%, signaling stronger demand visibility and operational confidence (company guidance filing).

Shared on 27 Nov 25

517206: Board Meeting and New Plant Plans Will Shape Risk Outlook

Analysts have marginally adjusted their price target for Lumax Industries, maintaining the fair value at ₹5,202.67 per share. This change is due to slight improvements in profit margin and a lower discount rate, balanced against a modest reduction in projected revenue growth and future PE ratio.

Shared on 13 Nov 25

Fair value Increased 20%

517206: Future Plans and Revenue Outlook Will Balance Rising Discount Rate

Analysts have raised their price target for Lumax Industries from ₹4,328 to ₹5,202.67, citing increased projections for revenue growth, even though there is a slight decrease in the expected profit margin. What's in the News Board meeting scheduled for November 7, 2025, to consider approval of unaudited financial results for the second quarter and half year ending September 30, 2025 (Key Developments) Agenda includes potential investment of up to INR 1.61 crores to acquire up to 26% equity in Power Pulse Trading Solutions Limited, a power trading arm of Adani Energy Solutions, for captive user qualification (Key Developments) Consideration of setting up a new manufacturing plant in Bengaluru, Karnataka, with an estimated capital outlay of INR 140 Crores (Key Developments) Lumax Industries Limited (BSE:517206) added to the S&P Global BMI Index (Key Developments) Valuation Changes Consensus Analyst Price Target has increased from ₹4,328 to ₹5,202.67.

Shared on 05 Sep 25

As key valuation metrics such as the discount rate and future P/E ratio remain largely stable, the consensus fair value for Lumax Industries is unchanged at ₹4328. What's in the News Lumax Industries scheduled a board meeting to consider and approve unaudited standalone and consolidated financial results for the quarter ended June 30, 2025.

Shared on 01 May 25

Fair value Increased 28%

Shared on 24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 5.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

₹5.2k

10.1% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

16.78%

Auto Components revenue growth rate

0.27%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

15.36%

Calculation

₹3.20b

Earnings '28

x

22.46x

PE Ratio '28

=

₹71.87b

Market Cap '28

₹71.87b

Market Cap '28

/

9.35m

No. shares '28

=

₹7.69k

Share Price '28

₹7.69k Share Price '28

Discounted to 2025 @ 15.35% p.a.

=

₹5.01k

Fair Value '25