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Earnings Call Transcript

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.

Highlights
Revenue growthINR 10,045 crores turnover achieved in FY2025.
Demand visibilityStrong, serving virtually every vehicle manufacturer in India.
Management confidenceHigh, emphasizing legacy since 1945 and 'uncompromising' quality standards.

Growth

Achieved turnover of INR 10,045 crores in FY25; growth profile spans 18 entities across lighting, plastics, and mechatronics.

Outlook

Focusing on Green & Alternate Fuels and expanding global footprint via six R&D centers.

Risks

Heavy dependence on Indian automotive cycle; reliance on 12+ international partnerships for technology and market access.

Last quarter's promises, checked

Delivered

  • Guided 20% CAGR mid-term → delivered 34% FY26 revenue growth (= BEAT)
  • Guided 15-17% minority share → delivered 17% FY26 (= BEAT)
  • Guided 26% effective tax rate → delivered 26% FY26 (= BEAT)

Partly delivered

  • Guided INR 275-300cr Capex → delivered INR 233cr (= PARTIAL)
Source

Earnings Call Transcript filed with NSE, NSE: LUMAXTECH. Summary written with AI assistance from the document.

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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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