Lumino Industries
#Lumino#LuminoInd
Good Q1FY27 with 35% EBITDA growth, 70%+ PAT growth YoY adj for higher other income of last year Q1
Good margin expansion YoY
QoQ isn't comparable as business is H2 heavy
H2: H1 at 65:35
Q4 is the highest quarter historically
Rev at 521cr vs 437cr⏫19%
EBITDA at 71cr⏫35%
OPM at 13.6% vs 12%⏫160bps
PBT at 54cr vs 35cr
PAT at 40cr vs 26cr adjusted for 5cr higher other income YoY
Healthy orderbook of 3000+cr
H2 should be good with majority getting executed in H2