Lumax Auto Technologies Limited has informed the Exchange about Investor Presentation
LUMAXTECH · price
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Lumax Auto Technologies shared its Q1 FY26 investor presentation showing consolidated revenue of Rs 1,027 crore, up 36% year-on-year, helped by the recently acquired IAC India and 60%-owned Greenfuel Energy Solutions. EBITDA margin came in at 13.2%, down 80 basis points YoY due to deferred customer price corrections (expected in Q2), but full-year guidance of 14-15% margin remains on track. Net debt stood at Rs 245 crore with strong free cash flow of Rs 359 crore for the quarter. Management unveiled its 'BRIDGE' mid-term plan for FY26-FY31 under the '20.20.20.20' vision targeting minimum 20% revenue CAGR, 20%+ EBITDA margin, and 20% ROCE by FY31, with revenue goal of Rs 10,860 crore. An order pipeline of Rs 1,500 crore was disclosed, with 40% in future and clean mobility segments.
Strong topline growth from acquisitions and diversified portfolio should support the stock, though near-term margin softness may cap upside until price corrections flow through. The ambitious FY31 targets and clear roadmap toward EV, clean fuels, and electronics position the company well for long-term value creation, making this a positive read for growth-oriented investors.