Lumax Auto Technologies Limited has informed the Exchange about transcript of Analysts/ Investor Earnings Conference Call held on Friday, February 13, 2026 to discuss the operational and financial performance of the Company for the 3rd Quarter and Nine Months ended December 31, 2025
LUMAXTECH · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Lumax Auto Technologies reported its highest-ever quarterly revenue of INR1,271 crore in Q3 FY26, up 40% year-on-year, with 9M FY26 revenue at INR3,453 crore (up 38%). EBITDA margin reached 15% for the first time, a 100 basis point improvement YoY, driven by growth in subsidiaries and premium product mix. The company raised its full-year revenue growth guidance from 25% to 30% and reiterated its 16% EBITDA margin target for FY28 under its North Star plan (20% CAGR over 3-4 years). A robust order book of INR1,450 crore provides visibility through FY29, with Advanced Plastics (INR745 crore) and Mechatronics (INR345 crore) as key contributors. The Greenfuel Energy merger was approved by NCLT effective February 3, 2026, and the IAC India merger is progressing. New business wins include Maruti Suzuki Celerio (CNG), Victoris, Mahindra XUV 7XO/XEV 9e, Tata Sierra, TVS and Bajaj Triumph. Capex guidance for FY26 is around INR240 crore; the balance sheet remains healthy with debt-to-equity at 0.50 and free cash of INR421 crore.
Strong quarterly performance and an upward revision in revenue guidance signal robust momentum and improved earnings visibility for shareholders. The sustained margin expansion and multi-year growth targets under the North Star plan are positive for long-term stock sentiment, though investors should watch execution on subsidiary profitability and the IAC merger timeline.