| Revenue growth | 34% YoY growth in FY26 to ₹4,870 crore. |
|---|---|
| Margins | EBITDA margin at 14.5%; targets 30 bps improvement in FY27. |
| Order book | ₹1,450 crore; 25% execution in FY27, 54% in FY28. |
| Demand visibility | Strong order book of ₹1,450 crore provides healthy future visibility. |
| Management confidence | Confident in outperforming industry growth with 20% CAGR strategy. |
Growth
FY26 Revenue grew 34% YoY to ₹4,870cr; EBITDA up to ₹705cr (14.5% margin); PAT surged 47% to ₹337cr.
Outlook
Guidance of 20% CAGR over 3-5 years; planned capex of ₹275-300cr for FY27; focus on software-defined vehicles.
Risks
Macroeconomic uncertainties, commodity inflation, energy price volatility, and high debt from inorganic acquisitions.
Last quarter's promises, checked
Delivered
- Guided 25% revenue growth → delivered 40% (Q3) / 38% (9M) (= BEAT)
- Guided 14.5% EBITDA margins → delivered 15% (= BEAT)
- Guided ~INR 220cr FY26 capex → delivered INR 172cr (9M) (= BEAT)
Partly delivered
- Guided 20% Aftermarket growth → delivered 15% (= PARTIAL)
Earnings Call filed with BSE, NSE: LUMAXTECH. Summary written with AI assistance from the document.
Lumax Auto Technologies Ltd: key numbers
- Share price
- ₹2,026.80
- Market cap
- ₹13,814 Cr
- Revenue (annual)
- ₹4,870 Cr
- Net profit (annual)
- ₹278.9 Cr
- P/E (TTM)
- 42.6×Sector 33.6×
- Promoter holding
- 55.98%+0.00% QoQ
- FII holding
- 8.70%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Lumax Auto Technologies Ltd
All →Lumax Auto Technologies Management Change
Lumax Auto Technologies announced the superannuation of Sanjay Bhagat, Sr. EVP, and the resignation of CTO Satish Sundaresan from senior management effective September 2026.
Lumax Auto Technologies Earnings Call Transcript: Key Takeaways
Lumax Group reports reaching a major milestone with INR 10,045 crore sales in FY2025, operating as a multi-vertical conglomerate across 42 facilities.
Lumax Auto Technologies Investor Presentation: Key Takeaways
Lumax reported strong Q1FY27 consolidated revenue of INR 1,364 Cr, up 33% YoY. Strategy focuses on transforming from Tier-1 to Tier-0.5 system integrator under the '20.20.20.20' NorthStar vision.
- Call
- Guides 20% growth
Lumax Auto Technologies Q1 FY27 Results: Net Profit ₹98.6 Cr, Up 82.6% YoY
Lumax Auto Technologies Ltd reported revenue from operations of ₹1,364 Cr (+32.9% YoY) and net profit of ₹98.6 Cr (+82.6% YoY) for Q1 FY27.
- Key figure
- Net profit ₹98.6 Cr · +82.6% YoY
Lumax Auto Technologies Earnings Call: Key Takeaways
Lumax Group achieved ₹10,045 crore turnover in FY2025, operating 42 plants across 18 entities with a focus on lighting and mechatronics.
Lumax Auto Technologies Earnings Call: Key Takeaways
Lumax reports record FY26 consolidated revenue of ₹4,870 cr (up 34% YoY) and EBITDA of ₹705 cr (14.5% margin), driven by IAC India merger and premiumization strategy.