LUMAX AUTO TECH LTD

Management reported that Lumax Auto Technologies Limited commenced FY 27 with strong financial performance, achieving a revenue of INR 1,364 crore, which grew by 33% year-on-year. EBITDA reached INR 205 crore, reflecting a 51% increase, with margins expanding to 15.1%. Profit after tax for the quarter was INR 99 crore, marking an 83% growth year-on-year. The company highlighted a robust order book of INR 1,600 crore, with 24% anticipated to be executed in FY 27. Management discussed ongoing expansion projects, including a new plant in Chakan and a mega Mechatronics plant in Manesar. They expressed confidence in the favorable demand environment despite macroeconomic uncertainties and set a long-term goal of achieving a 20% revenue CAGR from 2025 to 2031. The earnings call included discussions on various product segments, with Advanced Plastics and Mechatronics showing significant growth.

Management emphasized strong revenue growth and a robust order book.