Lux Industries Q4 FY26: Revenue rose 7%, but margins tightened as the company invests for the next phase

Consolidated revenue from operations was 2,928.74 crores in FY26, up 13.38% from 2,583.06 crores in FY25.

FY26 EBITDA was 205 crores (7% margin) versus 266 crores (10% margin) in FY25, and FY26 PAT was 106 crores (4% margin) versus 165 crores (6% margin) in FY25.

The presentation states 92% domestic and 8% exports, with exports presence in 46+ countries.

FY26 revenue from operations: Vertical A 1,365.22 crores, Vertical B 1,235.65 crores, Vertical C 327.87 crores.

The April 23, 2026 exchange filing states promoters entered a Family Settlement Agreement and the Board gave in-principle approval for a scheme to demerge Vertical A and Vertical C into two resulting listed companies, while Vertical B remains in Lux Industries, subject to approvals.

Working capital days increased to 197 in FY26 from 181 in FY25. The company states working capital days are expected to ease going forward due to better inventory management and faster debtor collection.

The presentation states a target revenue of 200 crores from online sales in the next 3 years and notes 4,000+ average daily online orders.