Lumax Auto Technologies Ltd
Lumax Auto Technologies Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
The short version
Lumax Auto Technologies expects a strong revenue growth trajectory, having revised FY 26 revenue growth guidance from 25% to 30%. Lumax Auto Technologies targets a 20% CAGR in revenue over the next 3-4 years through a mix of organic and inorganic growth.
From Lumax Auto Technologies Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Lumax Auto Technologies expects a strong revenue growth trajectory, having revised FY 26 revenue growth guidance from 25% to 30%.
- The company targets a ~20% CAGR over the next 3 to 4 years through a combination of organic and inorganic growth.
- Subsidiaries like IAC and Lumax Alps Alpine are expected to sustain high growth, with IAC growing ~40% in 9M FY 26 and Mechatronics division growing ~200% on a low base.
- Aftermarket segment shows strong 15% growth and aims to accelerate beyond 20% growth in the coming year.
- Growth across key customers (Mahindra & Mahindra, Bajaj Auto, Maruti Suzuki) remains robust with multiple new model SOPs planned.
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 9M FY 26 was INR172 crore, including:
- Strategic land investments in Gujarat and Kharkhoda for INR44 crore.
- Capacity expansion in IAC (INR50 crore) and Lumax Alps (INR20 crore).
- Full-year capex guidance is close to INR240 crore, slightly up from the earlier estimate of INR220 crore.
- Future annual organic growth capex expected between INR150-200 crore.
- Capital investments made for new ferrule-less tubes and fittings technology at Greenfuel (~INR8-10 crore in FY 26).
- No concrete inorganic investment plans currently; management will communicate if any materializes.
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.
Fundraising & Capital Structure
See what Lumax Auto Technologies Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company reported a robust order book of INR 1,450 crore as of Q3 FY 26.
- Order book execution timeline:
- Approximately 33% expected to be executed in FY 27.
- 44% expected to be executed in FY 28.
- Remaining 23% anticipated in FY 29.
- Order book composition reflects healthy traction across all product verticals:
- Advanced Plastics contributes the largest share.
- Followed by Mechatronics, Alternate Fuels, and Structures & Control Systems.
2 more points from Lumax Auto Technologies Ltd's call on order book
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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 →
- Q2 FY26 earnings call analysis →
- Q1 FY27 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 Q3 FY26 results?
Lumax Auto Technologies expects a strong revenue growth trajectory, having revised FY 26 revenue growth guidance from 25% to 30%. Lumax Auto Technologies targets a 20% CAGR in revenue over the next 3-4 years through a mix of organic and inorganic growth.
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 40.8 with a market cap of ₹11,572 Cr. Investors should review the full earnings analysis for detailed insights.
Is Lumax Auto Technologies Ltd planning capital expenditure?
Capex for 9M FY 26 was INR172 crore, including: - Strategic land investments in Gujarat and Kharkhoda for INR44 crore.
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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.