| Management target | Revenue 20.0% FY31 |
|---|
| Revenue growth | Q2 +35% YoY; H1 +34% YoY |
|---|---|
| Margins | Q2 EBITDA 14.7% flat YoY; H1 14.9%, +90 bps |
| Order book | INR 1,879 Cr; FY27 14%, FY28 59%, FY29 27% execution |
| Demand visibility | Order book INR 1,879 Cr; 85% new business |
Growth
Q2 revenue +35% YoY, EBITDA +34%, PAT +50%. H1 revenue +34%, EBITDA +42%, PAT +64%.
Outlook
20% minimum revenue CAGR FY25–FY31e; FY28e EBITDA ~INR 1,000 Cr; FY27e capex INR 300 Cr.
Risks
Aftermarket growth slowed to 11% YoY. EBITDA margin flat YoY. Receivables and inventory rising.
Last quarter's promises, checked
Delivered
- 20% CAGR pace → H1 rev +34%, Q2 +35% (= BEAT, YoY not CAGR)
Partly delivered
- FY27 EBITDA margin ~15% → H1 14.9% (= PARTIAL)
- Aftermarket double-digit rest of FY → Q2 +11% (= PARTIAL)
- Manesar plant by Q3 → now Q3–Q4 FY27 (= PARTIAL)
Missed
- Sustain Q1 EBITDA 15.1% → Q2 14.7% (= MISS)
- Aftermarket ~15%+ growth → Q2 +11% (= MISS)
Investor Presentation filed with NSE, NSE: LUMAXTECH. Summary written with AI assistance from the document.
Lumax Auto Technologies Ltd: key numbers
- Share price
- ₹2,049.00
- Market cap
- ₹13,966 Cr
- Revenue (annual)
- ₹4,870 Cr
- Net profit (annual)
- ₹278.9 Cr
- P/E (TTM)
- 38.5×Sector 31.4×
- Promoter holding
- 55.98%+0.00% QoQ
- FII holding
- 8.89%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 Earnings Call Transcript: Key Takeaways
Lumax reports record revenue surpassing ₹1,500 Cr milestone, driven by robust automotive sector recovery.
- Call
- Guides 20% growth
Lumax Auto Technologies Results Update
Lumax Auto Technologies released investor highlights for Q2 and H1 FY27, showing revenue of Rs 1,556 Crore in Q2 (up 35% YoY). PAT before minority interest rose 50% to Rs 117 Crore.
Lumax Auto Technologies Q2 FY27 Results: Net Profit ₹116.7 Cr, Up 50.4% YoY
Lumax Auto Technologies Ltd reported revenue from operations of ₹1,556 Cr (+34.5% YoY) and net profit of ₹116.7 Cr (+50.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹116.7 Cr · +50.4% YoY
Lumax Auto Technologies Other Announcement
Lumax Auto Technologies Ltd has filed its quarterly shareholding pattern under Regulation 31(1)(b) of the SEBI LODR Regulations for the quarter ended September 30, 2026.
Lumax Auto Technologies Board Meeting Date
Lumax Auto Technologies scheduled a board meeting for October 24, 2026, to approve unaudited financial results for the second quarter and half-year ended September 30, 2026.
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.