LUMAXTECHNSELumax Auto Technologies Limited· Auto AncillariesMediumNeutral
Announced Fri, 29 May · 21:32 IST

Lumax Auto Technologies Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst 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
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₹1750.00
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AI summary

Lumax Auto Technologies reported its highest-ever annual performance for FY26 with revenue of Rs. 4,870 Cr (up 34% YoY), EBITDA of Rs. 705 Cr at 14.5% margins, and PAT of Rs. 337 Cr (up 47%). The company disclosed a robust order pipeline of Rs. 1,450 Cr to be realized over FY27-FY29, with Rs. 784 Cr in FY28 alone. Strong growth was driven by Advanced Plastics (53% of revenue), the IAC merger completion, and Greenfuel contribution of Rs. 383 Cr. The company outlined its mid-term vision (FY26-31) targeting Rs. 11,000 Cr revenue at 15-20% CAGR, 20% EBITDA margin, and 20% from future & clean mobility. Board also approved acquisition of remaining 15.97% stake in Lumax FAE Technologies and sale of its 50% stake in Lumax Jopp.

Likely market impact

Strong Q4 and annual results with clear multi-year growth roadmap signal confidence in execution capability. The disclosed order pipeline of Rs. 1,450 Cr and margin guidance to 20% by FY31 provide visibility, while strategic acquisitions signal active portfolio optimization.