Lumax Auto Technologies is navigating a significant structural shift as it integrates key subsidiaries while expanding its footprint in clean mobility and high-margin automotive components. Investors will be looking for confirmation of margin resilience and the impact of recent corporate amalgamations on the company's consolidated profitability.
| Results date | May 29, 2026 |
|---|---|
| Quarter | Q4 FY 2025-2026 |
| Previous quarter revenue | Rs. 1,271 Cr |
| Previous quarter PAT | Rs. 108 Cr |
| Previous quarter EBITDA margin | 15.0% |
| Market cap | Rs. 11,097.44 Cr |
| CMP | Rs. 1,628.0 |
The board will meet on May 29, 2026, to approve the audited financial results and recommend dividend for FY2026.
The Q4 and FY26 earnings call is scheduled for June 1, 2026, at 3:00 PM IST.
Management remains confident that EBITDA margins will hold in the 15%-15.5% range as the company targets accelerated top-line growth of 20%-25% for FY27. This margin trajectory is supported by a robust order book of Rs. 1,450 Cr, with 40% of future orders tied to clean mobility segments. The integration of IAC International Automotive India, which became effective May 18, 2026, is a key focus for standalone profitability, while the company continues to leverage high-margin businesses like Aftermarket and Greenfuel Energy. Management has noted that operating leverage is already kicking in, helping to offset broader industry deceleration risks.
Performance vs Guidance Tracking
Strategic execution and corporate updates
Risks and headwinds to monitor
The order book stands at Rs. 1,450 Cr as of Q3 FY26. It is distributed across future years, with 33% slated for FY27, 44% for FY28, and 23% for FY29.
Management attributes this goal to the contribution of higher-margin segments including plastics, aftermarket, and Greenfuel Energy. Additionally, a 40% clean mobility order book mix is expected to support this margin expansion.
The merger of IAC International Automotive India into Lumax Auto Tech became effective on May 18, 2026, with an appointed date of October 1, 2025. This integration is a critical component of the company's transition toward becoming a systems integrator.
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