LUXIND

What Lux Industries promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY23

what the last two calls moved 9 tracked 0 delivered 3 missed 6 open
  • EBITDA Margin missed said Q3 FY22 Promised: Maintain 20% plus EBITDA margin in coming quarters. Q1 FY23: Margin collapsed to 13.6%, significantly missing the 20%+ guidance.
  • Premium Wear % of Sales revised down said Q2 FY22 Promised: 20-25% in next 3-4 years. Q1 FY23: Guidance lowered: 'we are expecting that between 15% to 20%, my premium segment contribution should come in' over 3-4 years.
  • E-commerce Sales revised up said Q1 FY22 Promised: ₹100 Crores ex-factory sales in the next three years. Q1 FY23: Reaffirmed the aim to generate about ₹100 crore of top line from the online channel.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 9 tracked commitments for Lux Industries — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens