Lumax Auto Technologies Limited — PPTs, 12-02-2026: Investor Presentation

Lumax Auto Technologies delivered strong Q3 FY26 results with consolidated revenue at 1,271 Cr, up 40% YoY, and 9M FY26 revenue at 3,453 Cr, up 38% YoY. EBITDA margin expanded to 15.0% in Q3. Net profit (before Minority Interest) surged 93% YoY to 108 Cr in Q3, with 9M net profit up 60% YoY to 240 Cr. EPS for Q3 stood at INR 12.10. Growth was driven by robust performance in OEM, 2-wheeler, and Aftermarket segments, alongside significant contributions from subsidiaries like IAC and Greenfuel.

The company is focused on product diversification and strategic acquisitions. The Greenfuel merger is complete, expanding its footprint in green/alternate fuels. Lumax also acquired 100% of IAC India and launched its 'SHIFT' tech center for future mobility solutions like ADAS and Software-Defined Vehicles (SDVs).

Management has outlined a bold FY26-31 "NorthStar" vision, targeting a 20% Revenue CAGR, 20+% EBITDA margin, and 20+% revenue from future & clean mobility solutions. The full-year FY26 revenue growth outlook has been raised to 30%. The order book stands at 1,450 Cr, expected to be fully delivered by FY29, with FY26 capex projected at 220-240 Cr.