Lumax Auto Technologies Ltd
Lumax Auto Technologies Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Lumax Auto Technologies Ltd Q2 FY26 key numbers
- Revenue
- Mechatronics division targeting INR 800-1000 crore revenue by FY '30, up from INR 264 crore in FY '26, with phased commissioning of a new mega plant in Manesar by March/April 2026.
As stated in Lumax Auto Technologies Ltd's Q2 FY26 earnings call transcript · published 16 Oct 2026. Reported figures, not investment advice.
The short version
Aftermarket growth accelerated from 6-7% last year to 14-15% currently, expected to reach 15-20% by Q4 FY '26 and show real benefits in FY '27. Lumax Auto Technologies anticipates sustaining a 14-15% growth currently, aiming to accelerate to 15-20% in aftermarket growth by Q4 FY '26, with significant benefits expected in FY '27.
From Lumax Auto Technologies Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Aftermarket growth accelerated from 6-7% last year to 14-15% currently, expected to reach 15-20% by Q4 FY '26 and show real benefits in FY '27.
- Mechatronics division targeting INR 800-1000 crore revenue by FY '30, up from INR 264 crore in FY '26, with phased commissioning of a new mega plant in Manesar by March/April 2026.
- Alps Alpine JV aims for over INR 500 crore revenue by FY '30, expanding product portfolio with 11 product lines by 2028.
- Greenfuel expects 15-17% revenue growth in FY '26 over FY '25, with an order book of INR 200 crore; new localized products poised for significant scale-up over 3-5 years.
2 more points from Lumax Auto Technologies Ltd's call on revenue
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Profitability & Margins
See what Lumax Auto Technologies Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Capex for H1 FY '26 was INR133 crore, including INR38 crore for land and INR42 crore invested in IAC business, aimed at medium-term revenue growth and localization support.
- The mega mechatronics plant at Manesar is under commissioning with expected phase-wise movement of four joint ventures by March/April 2026, including setting up captive PCB SMT lines for backward integration and potential cost savings.
- The new technology centers in Bangalore and China are starting with small teams (15-20 in Bangalore, 8-10 in China) with insignificant capex, focusing on skill development, tech access, innovation, and sourcing optimization.
- No significant capex is currently planned for the Bangalore center over the next 2-3 years.
2 more points from Lumax Auto Technologies Ltd's call on capex
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Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Order Book & Pipeline
See what Lumax Auto Technologies Ltd said on order book & pipeline — free account, 30 seconds.
Lumax Auto Technologies Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹1.6K Cr, net profit ₹117 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Lumax Auto Technologies Ltd's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q4 FY24 earnings call →
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Frequently Asked Questions
What were Lumax Auto Technologies Ltd Q2 FY26 results?
Aftermarket growth accelerated from 6-7% last year to 14-15% currently, expected to reach 15-20% by Q4 FY '26 and show real benefits in FY '27. Lumax Auto Technologies anticipates sustaining a 14-15% growth currently, aiming to accelerate to 15-20% in aftermarket growth by Q4 FY '26, with significant benefits expected in FY '27.
What is Lumax Auto Technologies Ltd share price analysis?
Lumax Auto Technologies Ltd currently shows a neutral. The stock trades at a P/E of 40.5 with a market cap of ₹13,415 Cr. Investors should review the full earnings analysis for detailed insights.
Is Lumax Auto Technologies Ltd planning capital expenditure?
Capex for H1 FY '26 was INR133 crore, including INR38 crore for land and INR42 crore invested in IAC business, aimed at medium-term revenue growth and localization support.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.