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

LED Lighting And Localization Will Expand Market Opportunities

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517206
AnalystConsensusTarget
Not Invested
Published 15 Mar 2025

Update shared on 27 Nov 2025

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AnalystConsensusTarget's Fair Value
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1Y
144.1%
7D
1.8%

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.

What's in the News

  • Lumax Industries revised its earnings guidance for fiscal year 2026, raising expected revenue growth to 20% to 25%, up from the previous estimate of 15% to 20% (Key Developments).
  • The company scheduled a Board Meeting on November 7, 2025, to consider and approve unaudited financial results, a potential investment in Power Pulse Trading Solutions Limited, and the proposal to establish a new manufacturing plant in Bengaluru with a capital outlay of around INR 140 Crores (Key Developments).
  • Lumax Industries was recently added to the S&P Global BMI Index (Key Developments).

Valuation Changes

  • Fair Value: Steady at ₹5,202.67 per share, with no change from previous estimates.
  • Discount Rate: Decreased notably to 15.51% from 17.36%, reflecting improved risk assumptions.
  • Revenue Growth: Marginally reduced to 17.76% from 18.17% in the updated assessment.
  • Net Profit Margin: Increased modestly to 5.22% from the earlier 5.09% projection.
  • Future P/E: Lowered to 22.55x from 25.35x. This indicates a more conservative outlook on future earnings multiples.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.