LUMAXTECHNSELumax Auto Technologies Limited· Auto AncillariesMediumNeutral
Announced Thu, 12 Feb · 18:46 IST

Lumax Auto Technologies Limited has informed the Exchange regarding a press release dated February 12, 2026, titled Investor Release of Financial Results for the 3rd Quarter and Nine Months ended December 31, 2025

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

LUMAXTECH · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Lumax Auto Technologies reported strong Q3 FY26 results with consolidated revenue rising 40% year-on-year to ₹1,271 crore and 9M FY26 revenue up 38% to ₹3,453 crore, driven by OEM growth, aftermarket traction, and subsidiary scale-up. EBITDA grew 51% YoY to ₹191 crore in Q3 with margins expanding 100 basis points to 15%, reflecting operating leverage and a better product mix. Profit after tax (before minority interest) jumped 93% YoY to ₹108 crore in Q3 and 60% YoY to ₹240 crore for 9M FY26, with EPS rising 84% YoY to ₹12.10. The Greenfuel Energy merger with Lumax Resources has been approved by NCLT effective February 3, 2026, and the IAC India merger is progressing. New launches with Maruti, M&M, Tata, TVS, and Bajaj were announced, and the revenue mix shows a clear shift toward mechatronics and alternate fuels.

Likely market impact

Strong broad-based growth, expanding margins, and progress on corporate restructuring are positive signals for shareholders, likely supporting near-term sentiment. Continued execution on the FY31 Vision and a healthy order pipeline suggest sustained momentum, though the rapid subsidiary-driven growth warrants monitoring of integration risks.