LUMAXTECHBSELumax Auto Technologies LtdMediumNeutral
Announced Fri, 29 May · 19:01 IST

Investor Release of Financial Results for the 4th Quarter and Year ended March 31, 2026.

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

LUMAXTECH · price

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Price reaction · full curve 14 horizons · vs prior close
+0.7%1-day move
₹1724.70
prior close
₹1750.00
base price
After-mkt
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AI summary

Lumax Auto Technologies reported record FY26 results with revenue of ₹4,870 crore, up 34% YoY, driven by strong OEM momentum and aftermarket growth. Q4 revenue stood at ₹1,417 crore (+25% YoY). EBITDA rose 37% to ₹705 crore with margins improving to 14.5% from 14.2% in FY25, supported by operational efficiencies and a favorable shift toward value-added offerings. PAT grew 47% YoY to ₹337 crore — the highest ever — with EPS at ₹40.9 (+57%). The board recommended a dividend of ₹5.5 per share. Two mergers (IAC India and LAL into LATL) were approved by NCLT and reflected in both current and prior-year standalone results. The management flagged the 'BRIDGE' mid-term plan (FY26–FY31) targeting a shift from Tier-1 supplier to Tier-0.5 system integrator, driven by premiumization trends in OEM interiors and cabin solutions.

Likely market impact

Strong all-round growth with margin expansion signals operational leverage kicking in. The multi-year BRIDGE roadmap and merger integrations position the company for sustained outperformance, likely positive for the stock near term.