Lumax Auto Technologies Limited has informed the Exchange about Investor Presentation
LUMAXTECH · price
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Lumax Auto Technologies posted its second consecutive highest-ever quarterly sales at ₹1,271 crore in Q3 FY26, up 40% year-on-year and 10% quarter-on-quarter. Nine-month FY26 revenue stood at ₹3,453 crore, up 38% YoY, prompting the company to upgrade its full-year FY26 growth outlook from 25% to 30%. EBITDA margin expanded 100 basis points YoY to 15.0% in Q3 FY26, with 9M FY26 EBITDA at ₹497 crore (14.4% margin). The company disclosed a ₹1,450 crore order pipeline spread across FY27-FY29, with 40% from Future & Clean Mobility. Management outlined an ambitious 'NorthStar 20.20.20.20' mid-term plan targeting 20% EBITDA margin, 20%+ ROCE, and 20% revenue CAGR by FY31, with a stretch revenue target of ₹10,860 crore.
Strong beat on both revenue and margins, coupled with an upward revision of FY26 growth guidance and a clear multi-year roadmap to double EBITDA margins by FY31, is likely to be viewed positively by investors. Disclosed order pipeline provides strong revenue visibility, though achieving the 20% EBITDA margin target will depend on premiumization and scale benefits from acquisitions.