Lumax Auto Technologies Limited — PPTs, 07-08-2025: Investor Presentation
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**1. Financial Highlights:**
Q1 FY26 revenue jumped 36% YoY to 1,027 Cr. EBITDA margin was 13.2%, with a 14-15% full-year target. PAT before MI grew 29.6% YoY to 54 Cr. Company holds a 1,500 Cr order pipeline, 40% from future/clean mobility.
**2. Strategic Initiatives & Growth Drivers:**
LATL diversifies products for PV/2W/CV, leveraging 30 plants and EV-agnostic development. 'SHIFT' for advanced tech and a Body Control Modules foray are key. Aims for 20%+ revenue from future/clean mobility by FY31.
**3. Business Developments:**
Key moves: 100% IAC India and 60% Greenfuel acquisitions, significantly boosting interior systems and alternate fuels. New SHIFT Tech Centre and a planned mega Mechatronics plant further strengthen operations.
**4. Market Position & Competitive Advantage:**
Leveraging 8 decades of legacy, LATL aims to be a Tier-0.5 system integrator. Its diversified portfolio, strategic plant locations, and Greenfuel's alternate fuel system leadership provide a strong competitive edge.
**5. Investor Implications:**
Strong Q1 results, fueled by strategic acquisitions and tech investments, indicate positive growth potential. Ambitious FY31 targets (20% revenue CAGR, 20%+ EBITDA/ROCE) signal management confidence for long-term value creation.
