Lumax Auto Technologies Limited — PPTs, 29-05-2026: Investor Presentation

Lumax Auto Technologies delivered strong financial results for Q4 and FY26.

1. **Business Performance:** The company achieved its highest-ever quarterly and annual revenue and EBITDA. FY26 revenue surged 34% YoY to 4,870 Cr, with EBITDA reaching 705 Cr (14.5% margin). Q4 revenue was up 25% YoY to 1,417 Cr, showing a 14.7% EBITDA margin. Growth was robust across segments, notably in Advanced Plastics, Structures & Control Systems, Aftermarket, and a substantial 146% YoY jump in Mechatronics revenue. Greenfuel also contributed 383 Cr.

2. **Growth Drivers & Strategy:** Lumax is focused on innovation-led growth, driven by R&D and strategic JVs/acquisitions. Key strategies include expanding into future and clean mobility solutions (EVs, alternate fuels), smart connected vehicles (ADAS, HMI, new 'SHIFT' Tech center), and increasing content per vehicle through premiumization and lightweighting. The company targets a minimum 20% revenue CAGR and 20+% EBITDA margin by FY31.

3. **Recent Developments:** Major mergers of IAC India, LAL, and Greenfuel were completed. Lumax is also set to acquire the remaining stake in Lumax FAE Technologies while approving the sale of its stake in Lumax Jopp. A strong order pipeline of 1,450 Cr is in place.

4. **Key Financial Metrics:** For FY26, Net Profit (before Minority Interest) jumped 47% YoY to 337 Cr, with EPS at 40.9 INR. The company generated 396 Cr in free cash.

5. **Management Outlook:** Lumax aims to transform into a Tier-0.5 System Integrator, with a mid-term vision to achieve 20+% of revenue from future & clean mobility solutions.