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Investor Presentation

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.

Guidance and delivery
Management target Revenue 20.0% FY31
Highlights
Revenue growth33% YoY growth in Q1FY27.
MarginsEBITDA margin expanded 190 bps YoY to 15.1%.
Order bookINR 1,601 Cr total; 40% in Future & Clean Mobility.
Demand visibilityStrong order pipeline of INR 1,601 Cr through FY29.
Management confidenceHigh; aiming for multi-year 'NorthStar' targets.

Growth

Revenue grew 33% YoY; EBITDA increased 51% to INR 205 Cr. PAT before MI rose 83% to INR 99 Cr.

Outlook

Guided for 20% minimum revenue CAGR, 20% EBITDA margin, and 20%+ ROCE by FY31.

Risks

Risk factors include Indian and international economic performance, industry competition, and technological implementation challenges.

Last quarter's promises, checked

Delivered

  • Guided 20% CAGR over 3-5 years → delivered 33% YoY revenue growth (= BEAT)
  • Guided 14.5% FY26 EBITDA margin → delivered 15.1% Q1FY27 margin (= BEAT)
  • Guided 25% order book execution in FY27 → delivered INR 23 Cr capex/ramp-up (= BEAT)
Source

Investor Presentation filed with NSE, NSE: LUMAXTECH. Summary written with AI assistance from the document.

Read 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.

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