Lumax Auto Technologies Limited — Investor Meet, 18-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Lumax Auto Technologies delivered strong Q1 FY27 results: revenue surged 33% YoY to INR 1,364 Cr, PAT jumped 83% to INR 99 Cr, with EBITDA margins at 15.1% (+190 bps). A robust INR 1,600 Cr order book provides solid visibility, especially from Advanced Plastics and Mechatronics. Management is confident in sustaining growth and margins, driven by strategic focus on 'intelligent connected vehicles,' localization, and premiumization. Key expansion projects like the mega Mechatronics plant and Greenfuel's new facility for Mahindra are underway. The company aims for a 20% revenue CAGR towards INR 10,000 Cr by FY2031. Sentiment: Confident in long-term trajectory.