Lumax Auto Technologies Limited — Investor Meet, 20-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Lumax Auto Technologies reported record Q3 FY26 revenue of INR1,271 Cr, a 40% YoY increase, with EBITDA margins hitting 15%. Profit after tax surged 93% YoY. The company raised its full-year revenue growth guidance to 30%. A strong order book of INR1,450 Cr and strategic capex of INR240 Cr for the year support future expansion. New localized CNG components for Maruti Celerio are enhancing content per vehicle. Lumax is targeting 16% EBITDA margins by FY28, driven by higher-margin businesses and premium offerings. Its SHIFT software center is bolstering electronic capabilities and developing new EV solutions. Management projects confident, diversified profitable growth.