Lumax Auto Technologies Limited — Investor Meet, 14-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Lumax Auto Technologies reported historic high Q2 revenue of ₹1,156 Cr, up 37% YoY, with H1 revenue at ₹2,183 Cr. EBITDA margins hit 14.7% (Q2) and 14% (H1). FY26 revenue growth guidance revised to 25%. Management highlighted strong auto demand, IAC India merger, and a ₹1,357 Cr order book for the next 3 fiscal years. The company launched a Bengaluru tech center and a China office for innovation and sourcing. Focus remains on premiumization, EVs, and sustainable mobility, aiming for 40% clean mobility revenue by FY28. Management expressed confidence in future growth and margin stability.