| Revenue guidance | 14.0% → 22.5% Raised by 8.5 percentage points |
|---|---|
| Management target | Revenue 20.0% FY31 |
| Revenue growth | 35% YoY growth, first quarter crossing ₹1,500 Cr mark. |
|---|---|
| Margins | EBITDA margin at 14.7%; management targets 20% over 5-7 years. |
| Order book | Grew to ₹1,879 Cr; 85% constitutes new business. |
| Demand visibility | Strong domestic demand supported by infrastructure spending and festive season. |
| Management confidence | Highly confident, focused on long-term 'North Star' 2020-20-20 strategy. |
Growth
Revenue grew 35% YoY; H1 FY27 EBITDA expanded 42% with 90bps margin improvement.
Outlook
Targets ₹11,000 Cr revenue by FY31, implying a 20% organic CAGR.
Risks
Rising input costs, supply chain inflation, and currency depreciation remain key monitorables.
Last quarter's promises, checked
Delivered
- Guided 20% revenue CAGR → H1 FY27 revenue +35% YoY (= BEAT; YoY vs CAGR, not like-for-like)
Partly delivered
- Guided FY27 capex ₹300 Cr → ₹300 Cr reiterated; spend undisclosed beyond Q1 ₹23 Cr (= PARTIAL)
- Guided FY27 EBITDA ₹800-850 Cr → H1 EBITDA +42% YoY; absolute undisclosed (= PARTIAL)
- Guided Manesar plant commissioning by Q3 FY27 → facility cited, commissioning unconfirmed (= PARTIAL)
Missed
- Guided sustain Q1 EBITDA margin 15.1% → H1 EBITDA margin 14.7% (= MISS)
Earnings Call Transcript 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 Investor Presentation: Key Takeaways
Q2FY27 revenue INR 1,556 Cr (+35% YoY), PAT INR 117 Cr (+50%), EBITDA margin flat at 14.7%. Strategy anchored on a 20% revenue CAGR North Star through FY31e.
- 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.