Lumax Auto Technologies Limited — Investor Meet, 04-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Lumax Auto Technologies reported FY25 revenue of INR 3,637 Cr, up 29% YoY, with EBITDA at INR 516 Cr (14.2% margin) and PAT rising 37% to INR 229 Cr. Q4 revenue surged 50% YoY to INR 1,133 Cr, EBITDA at INR 166 Cr (14.6% margin). Strong growth in Advanced Plastics (+27%), Mechatronics (+80%), and Green Energy Solutions (INR 110 Cr). Order book stands at INR 1,300 Cr, with 40% from BEV programs.

Focus is on expanding OEM share via full IAC India acquisition and growing subsidiaries with 30-40% CAGR. The BRIDGE plan targets 20%+ revenue CAGR and ~20% EBITDA margin by FY31. Capex of INR 175-200 Cr planned for FY26, with controlled leverage and growing aftermarket business supporting a positive outlook.