Lumino Industries Limited (LUMINO)
சுருக்கம்
Lumino Industries Limited closed at ₹102.08 on 12 Nov 2026. Data as of 12 Nov 2026.
விலை
- சந்தை மதிப்பு
- ₹2,586 கோடி
பங்குச் சந்தை செயல்பாடு12 நவ. 2026
- டெலிவரி
- 42.62% எதிர் சராசரி 33.8%
- வால்யூம் அதன் சராசரியுடன் ஒப்பீடு
- 1.2×
- பல்க் & பிளாக் டீல்கள்
- 60 நாட்களில் 6
நிகழ்வுகள்
- சமீபத்திய முடிவுகள்
- Q2 FY27, தாக்கல் செய்யப்பட்டது 4 நவ. 2026
- இயக்குநர் குழுக் கூட்ட அறிவிப்பு
- 4 நவ. 2026
பங்குச் சந்தைத் தரவு. ஒவ்வொரு எண்ணும் அதன் சொந்தப் பக்கம் காட்டும் வடிவத்திலேயே; தேதிகள் தரவின் தேதிகள். தகவலுக்கு மட்டுமே, முதலீட்டு ஆலோசனை அல்ல.
📈 பங்கு விலை & நிகழ்வுகள்
Q2 FY27 முடிவுகள்
Lumino Industries Limited reported Q2 FY27 results on 4 Nov 2026: revenue ₹661 Cr, and net profit ₹53.1 Cr; the operating margin was 12.8%.
| Q2 FY27 (₹ கோடி) | மதிப்பு | YoY | QoQ |
|---|---|---|---|
| வருவாய் | ₹661 | — | +26.8% |
| செயல்பாட்டு லாபம் | ₹84.5 | — | +19.2% |
| நிகர லாபம் | ₹53.1 | — | +32.1% |
| EPS (₹) | 2.03 | — | +23.0% |
| செயல்பாட்டு லாப வரம்பு | 12.8% | — | — |
லாபத்தின் தரம்: வரிக்கு முந்தைய ₹69.7 கோடி லாபத்தில், ₹62.1 கோடி (89%) முக்கிய வணிகத்திலிருந்து வந்தது; மீதம் பிற வருமானம் மற்றும் ஒருமுறை வரவுகளிலிருந்து வந்தது.
முடிவுகள் வெளியானதிலிருந்து பங்கு விலை: +2.2% (அறிவிப்புக்கு முந்தைய முடிவு விலை முதல் சமீபத்திய முடிவு விலை வரை).
LUMINO delivery percentage and bulk deals
க்கான NSE EOD தரவு
On Thu, 12 Nov 2026, 42.62% of the LUMINO shares traded on NSE were taken to delivery, against the stock's own 20-session average of 33.8%. The price rose 2.72% on that unusually high delivery, the pattern the delivery dashboard labels accumulation. 6 bulk or block deals were reported in LUMINO in the last 60 days: ₹58 Cr bought and ₹58 Cr sold.
கடந்த 5 அமர்வுகளில் டெலிவரி: 37.5% · 38.3% · 36.0% · 42.5% · 42.6%
| தேதி | பக்கம் | எதிர்தரப்பு | மதிப்பு | விலை | அளவு | வகை |
|---|---|---|---|---|---|---|
| 22 செப். | விற்க | Hrti Private Limited | ₹20.68 கோடி | ₹110.73 | 1,867,425 | பல்க் |
| 22 செப். | வாங்கு | Hrti Private Limited | ₹18.17 கோடி | ₹109.20 | 1,664,335 | பல்க் |
| 18 செப். | வாங்கு | Yuga Stocks And Commodities Private Limited | ₹20.26 கோடி | ₹110.84 | 1,827,882 | பல்க் |
| 18 செப். | விற்க | Junomoneta Finsol Private Limited | ₹19.28 கோடி | ₹110.85 | 1,739,724 | பல்க் |
| 18 செப். | வாங்கு | Junomoneta Finsol Private Limited | ₹19.21 கோடி | ₹110.79 | 1,733,498 | பல்க் |
பங்குச் சந்தை வெளியிட்டவற்றின் விளக்கம், பரிந்துரை அல்ல. "accumulation" அல்லது "லாங் பில்டப்" போன்ற பெயர்கள் எண்களில் உள்ள ஒரு வடிவத்தை குறிக்கின்றன. டெலிவரி எவ்வாறு பகுப்பாய்வு செய்யப்படுகிறது
📢 சமீபத்திய கார்ப்பரேட் அறிவிப்புகள்
Lumino Industries has submitted the transcript of its Q2 FY27 earnings conference call, marking its maiden call since listing in September 2026. Management guided for an overall consolidated EBITDA margin of 12% to 13%, with manufacturing margins between 12% and 13.5% and EPC margins at 13% to 14%. The company expects annual finance cost savings of ₹20 to ₹25 crore following debt repayment, with ₹75 crore remaining to be paid by November 15, 2026. Management highlighted a strategy to maintain a 70:30 revenue split between manufacturing and EPC, driven by its 40,000 MT aluminum manufacturing capacity currently at ~80% utilization.
- Targets ₹20 to ₹25 crore annual reduction in finance costs, with ₹75 crore pending debt scheduled for payment by November 15, 2026
- Current aluminum manufacturing capacity stands at 40,000 metric tons across two facilities in Howrah, operating at ~80% utilization
- Reported H1 blended EBITDA margin of 13.1% (13.0% for manufacturing and 13.5% for EPC), with forward consolidated guidance of 12% to 13%
- Expects H2 product volumes to increase by 30% to 35%, maintaining a 70:30 manufacturing-to-EPC revenue mix
- Exports covered 17 countries as of September 2026 with recent UL certification obtained for US and European markets
Lumino Industries reported its Q2 and H1 FY27 earnings presentation, highlighting a 30% YoY increase in Q2 revenue from operations to ₹661 crore and a 51% YoY rise in PAT to ₹53 crore. For H1 FY27, revenue reached ₹1,183 crore with an operating EBITDA of ₹155 crore (13.1% margin). The closing order book as of September 30, 2026, stood at ₹2,885 crore, with an additional ₹386 crore in orders won post-quarter and ₹555 crore in L1 status. The company is expanding manufacturing capacity from 40,000 MT to 75,000 MT, with Phase 1 commercial production expected in Q4 FY27.
- Q2 FY27 revenue grew 30% YoY to ₹661 crore; PAT rose 51% YoY to ₹53 crore with a 7.9% net margin
- H1 FY27 revenue stood at ₹1,183 crore with EBITDA of ₹155 crore (13.1% margin) and PAT of ₹93 crore
- Total order book at ₹2,885 crore (₹1,963 crore EPC and ₹922 crore Manufacturing), plus ₹386 crore won post-September 30 and ₹555 crore L1 pipeline
- Capacity expansion at Ranihati to scale total capacity from 40,000 MT to 75,000 MT, with Phase 1 (10,000 MT) operational in Q4 FY27
Lumino Industries approved its unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2026. During the quarter, the company completed its IPO raising ₹500.00 crore in fresh issue proceeds (part of a total ₹700.00 crore issue) and got listed on September 3, 2026. As of September 30, 2026, the company has deployed ₹341.89 crore of the net fresh proceeds, including ₹264.08 crore towards debt repayment, leaving ₹158.11 crore unutilized. Standalone financials also reflect cash and cash equivalents of ₹185.00 crore at the end of the half-year.
- Completed IPO with ₹50,000.00 lakhs (₹500.00 cr) fresh issue at ₹82 per share, listing on September 3, 2026
- Utilized ₹26,408.00 lakhs (₹264.08 cr) towards loan repayment against an allocation of ₹33,700.00 lakhs
- Total IPO proceeds deployed reach ₹34,188.90 lakhs, leaving ₹15,811.10 lakhs unutilized as of September 30, 2026
- Cash and cash equivalents stood at ₹18,500.30 lakhs (₹185.00 cr) at the end of H1 FY27
Lumino Industries Limited announced new order wins aggregating to ₹496 Cr secured since its equity listing on September 3, 2026. The new inflows comprise ₹339 Cr (68%) in manufacturing orders for conductors and cables, and ₹157 Cr (32%) in EPC orders for underground distribution cabling. With these additions, the company's total order book has expanded to ₹3,215 Cr. The company is also executing an upcoming facility expansion in Ranihati, Howrah, which is slated to increase annual capacity from 40,000 MT to 75,000 MT in phases.
- Secured ₹496 Cr worth of new orders since listing on September 3, 2026
- Manufacturing orders total ₹339 Cr (68%), covering conductors and HT/LT/railway signalling cables
- EPC contracts account for ₹157 Cr (32%) for underground cabling projects
- Total order book climbs to ₹3,215 Cr
- Upcoming Ranihati facility targeted to expand aluminium consumption capacity to 75,000 MT from 40,000 MT
In its first quarterly report since listing on September 3, 2026, Lumino Industries posted a 19.3% YoY rise in Q1 FY27 revenue from operations to ₹521 crore. Operating EBITDA rose 34.2% YoY to ₹71 crore, expanding margins to 13.6% from 12.1% in Q1 FY26, while PAT grew 32.4% YoY to ₹40 crore. The order book stood at ₹3,059 crore as of June 30, 2026, comprising ₹1,046 crore in Manufacturing and ₹2,013 crore in EPC. The company is also underway on an 87.5% capacity expansion from 40,000 MT to 75,000 MT at Ranihati across three phases starting H2 FY27.
- Q1 FY27 Revenue rose 19.3% YoY to ₹521 crore, driven by a 69.6% surge in EPC revenue to ₹150 crore
- Operating EBITDA grew 34.2% YoY to ₹71 crore, with EBITDA margin expanding 150 bps YoY to 13.6%
- PAT increased 32.4% YoY to ₹40 crore with basic EPS of ₹1.65 (vs ₹1.25 in Q1 FY26)
- Total order book stood at ₹3,059 crore (down 2.9% YoY) with quarterly order inflows of ₹176 crore
- Capacity expansion at Ranihati to add 35,000 MT (lifting total capacity from 40,000 MT to 75,000 MT) in phases starting H2 FY27
Lumino Industries Limited announced its maiden quarterly financial results post-listing for the quarter ended June 30, 2026. Standalone revenue from operations reached ₹52,142.96 lakhs (₹521.43 crore), marking an increase compared to ₹43,710.5 lakhs reported in Q1 of the previous year, though down sequentially from ₹71,173.81 lakhs in Q4 FY26. Subsequent to the quarter, the company completed an IPO comprising a fresh issue of ₹50,000.00 lakhs and an OFS of ₹20,000.00 lakhs, officially listing on NSE and BSE on September 3, 2026.
- Standalone revenue from operations for Q1 ended June 30, 2026, reported at ₹52,142.96 lakhs vs ₹43,710.5 lakhs in the previous year quarter
- Completed IPO of 85,365,851 equity shares at an issue price of ₹82 per share (including ₹77 share premium)
- IPO raised ₹50,000.00 lakhs in fresh issue and ₹20,000.00 lakhs via offer for sale (OFS)
- Shares listed on NSE and BSE on September 3, 2026
- Consolidated segment liabilities stood at ₹81,045.67 lakhs for Manufacturing and ₹49,284.17 lakhs for EPC
CRISIL Ratings has upgraded Lumino Industries Limited's long-term bank facilities rating to 'Crisil A+/Stable' from 'Crisil A/Stable' across total rated bank facilities of Rs 2,000 crore, while reaffirming 'Crisil A1' for short-term facilities. The upgrade is driven by steady business scale growth, an order book of Rs 3,090 crore as of June 30, 2026, and a strengthened balance sheet following a ~Rs 500 crore IPO equity raise. Debt reduction of around Rs 360 crore from IPO proceeds is projected to bring gearing down to 0.20–0.30 times and raise interest coverage above 5 times.
- Long-term bank facilities upgraded to 'Crisil A+/Stable' from 'Crisil A/Stable' on Rs 2,000 crore rated limits
- Order book stood at Rs 3,090 crore as of June 30, 2026, alongside estimated Q1 FY27 turnover of Rs 550 crore
- Raised around Rs 500 crore via fresh IPO equity, reducing debt by roughly Rs 360 crore
- Net worth projected to increase from Rs 730.13 crore in FY26 to over Rs 1,400 crore by March 31, 2027
- Gearing expected to improve to 0.20–0.30 times with interest coverage exceeding 5 times
Lumino Industries Limited has submitted an intimation under Regulation 30(5) of the SEBI LODR Regulations, 2015. The company authorized 5 Key Managerial Personnel to jointly and/or severally determine the materiality of an event or information and disclose it to the stock exchanges. Authorized officials include the Managing Director, Whole-time Director, CFO, Joint CFO, and Company Secretary.
- 5 Key Managerial Personnel authorized under Regulation 30(5) of SEBI LODR
- Filing dated 08.09.2026 under reference LIL/2026-27/02
- Personnel include MD Devendra Goel, Whole-time Director Jay Goel, CFO Hemant Bhuwania, Joint CFO Ajay Kumar Luharuka, and CS Vivek Jain
Lumino Industries Limited has announced the closure of its trading window for Designated Persons and their immediate relatives effective Monday, September 7, 2026. The closure is in compliance with SEBI PIT Regulations for considering the unaudited Standalone and Consolidated Financial Results for the quarter ended June 30, 2026. The trading window will reopen 48 hours after the financial results are declared to the stock exchanges. The exact date of the Board Meeting to approve the Q1 results will be intimated separately.
- Trading window closed with effect from Monday, September 7, 2026
- Closure is for considering unaudited Standalone and Consolidated Financial Results for the quarter ended June 30, 2026
- Trading window reopens 48 hours after declaration of financial results
- Board meeting date to declare results to be announced separately
நிறுவனச் சுயவிவரம்
நிதிச் செயல்திறன்
இந்த நிறுவனத்துக்கான நிதிப் பகுப்பாய்வுத் தரவு இன்னும் கிடைக்கவில்லை.
செயல்பாட்டு உந்துசக்திகள்
இந்த நிறுவனத்திற்கான செயல்பாட்டுப் பகுப்பாய்வுத் தரவு இன்னும் கிடைக்கவில்லை.
வியூக வளர்ச்சி
இந்த நிறுவனத்துக்கான வியூக வளர்ச்சிப் பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
வெளிப்புறக் காரணிகள்
இந்த நிறுவனத்துக்கு வெளிப்புறக் காரணிகளின் பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
ஒழுங்குமுறை & நிர்வாகம்
இந்த நிறுவனத்திற்கான ஒழுங்குமுறைப் பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
அபாயப் பகுப்பாய்வு
இந்நிறுவனத்துக்கான அபாய பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
