Lumax Auto Technologies Earnings Call Transcripts
Fiscal Year 2026
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Achieved record FY 2026 results with 34% revenue growth, robust margins, and strong order book. Outperformed industry, maintained healthy liquidity, and guided for continued 20% CAGR growth, with strategic investments and capacity expansions supporting future performance.
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Record revenue and margin expansion were achieved in Q3 and nine months FY26, with strong growth across all segments and upwardly revised guidance. Strategic investments, new product launches, and premiumization are driving sustained profitability and robust order book visibility.
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Q2 and H1 FY 2026 delivered record revenue and strong margin expansion, driven by robust demand, new launches, and strategic integrations. Full-year revenue growth guidance was raised to 25%, with a healthy order book and continued focus on innovation and clean mobility.
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Q1 FY26 delivered 36% YoY revenue growth and 29% higher EBITDA, driven by strong performance in Advanced Plastics, Mechatronics, and Aftermarket segments. Strategic initiatives, robust order book, and margin normalization in Q2 support a positive outlook.
Fiscal Year 2025
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FY 2025 saw record revenue and EBITDA, driven by strong demand, strategic acquisitions, and robust order inflows. Segment growth was broad-based, with significant contributions from Advanced Plastics, Mechatronics, and Green Energy. The company maintains a healthy balance sheet and targets continued growth through innovation and operational excellence.
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Q3 and nine-month FY2025 saw record revenue growth of 24% and 21% year-over-year, with strong EBITDA margins and robust order book. Integration of Greenfuel and new product launches position the company for continued double-digit growth, with FY2026 guidance of 15%-20% revenue growth and 14.5%-15% EBITDA margin.
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Record quarterly and half-year revenue growth of 20% was achieved, driven by strong passenger vehicle and two-wheeler segments, despite industry headwinds. EBITDA margin held steady at 14%, with robust order books and new product launches expected to fuel further growth.
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Q1 FY25 revenue rose 20% YoY to INR 756 crores with 14% EBITDA margin, driven by strong growth in core domains and new model launches. Full-year revenue growth is guided at 15%-20%, with margins expected to remain stable and a robust order book supporting future performance.