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Lumax Auto Technologies Q2 FY27 Share Price & Earnings Call Analysis

₹2,058.50+0.75% today
Market cap
₹14,034 Cr
P/E
42.33
ROE
26.43%
PEG
0.98
Price to sales
2.69
Debt to equity
1.02
52W high / low
₹2,116 / ₹1,128
Sales growth (5Y)
34.46%
EBITDA margin
13.90%
Net profit margin
7.04%
Promoter holding
55.98%
Sales (last year)
₹5,208 Cr

Lumax Auto Technologies Ltd was incorporated in 1981 and is a part of the D.K. Jain Group of companies. It is engaged in the business of manufacturing and supplying of Automotive Lamps, Plastic Moulded Parts, and Frame Chassis to two, three, and four-wheeler segments [1] It has Partnerships with 7 Global players like Yokowo(Japan), JOPP(Germany), and few others.[2]

Guidance scorecard · Q2 FY27 call

What Lumax Auto Technologies Ltd's management guided
and where it ranks in Auto Components

#5of 66 in
Auto Components
Revenue20–40%MarginsUp 2%+CapexPlannedFundraisingWhat management saidOrder bookRising

RevenueQ1 FY27 call

20–40%
  • Lumax Auto Technologies targets a 20% CAGR in revenue over the next few years, combining both organic and inorganic growth.
  • Organic growth is expected to be around 15%, with the balance contributed by strategic acquisitions.
  • Significant wallet share expansion is anticipated across existing OEMs such as Maruti, Mahindra, and Bajaj, driven by new product launches and localization.
  • The Mechatronics division, showing 55-56% YoY growth, is a key growth driver with an order book of INR 400-500 crore and plans to be a top-2 player in several product categories within 3-5 years.
  • New technologies and higher value content per vehicle, including intelligent connected vehicle components and software-defined products, will fuel growth.
  • Advanced Plastics and Interior segment maintaining strong margins and expanding revenue, contributing over 50% to total sales.

2 more points from Lumax Auto Technologies Ltd's call on revenue

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Full Q1 FY27 analysis

MarginsQ1 FY27 call

Up 2%+

See what Lumax Auto Technologies Ltd said on margins — free account, 30 seconds.

Full Q1 FY27 analysis

CapexQ1 FY27 call

Planned
  • Full-year capex guidance for FY 27 is around INR 300 crore.
  • Q1 FY 27 capex was INR 23 crore.
  • Capex includes greenfield expansions for the Mechatronics division and new plants for the IAC division.
  • Majority of capex (about 90%) funded through internal accruals; 10-12% debt raised for specific JV/subsidiary needs.
  • New Mechatronics plant in Manesar expected to be commissioned by Q3 FY 27, consolidating four entities to optimize costs.
  • At Greenfuel Energy, a new facility in Nashik is planned to serve Mahindra's requirements.

2 more points from Lumax Auto Technologies Ltd's call on capex

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Full Q1 FY27 analysis

FundraisingQ1 FY27 call

See what Lumax Auto Technologies Ltd said on fundraising — free account, 30 seconds.

Full Q1 FY27 analysis

Order bookQ1 FY27 call

Rising
  • Mechatronics segment order book: ~INR 500 crore
  • Structure and Control Systems order book: INR 130 crore
  • Alternate Fuels business order book: INR 200 crore
  • IAC currently holds about one-third of the total order book, with a large share from Mahindra
  • Overall order book reported as INR 1,600 crore mentioned in context of capex and delivery plans for FY 28 and FY 29

2 more points from Lumax Auto Technologies Ltd's call on the order book

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Full Q1 FY27 analysis
Full Auto Components ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Auto Components
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does Lumax Auto Technologies Ltd rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Auto Components companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Flat₹3,020 Cr47.8
240%+Flat₹1,998 Cr63.5
340%+Flat₹428 Cr17.5
420–40%Up 2%+₹25,721 Cr73.8
5Lumax Auto Technologies LtdThis stock20–40%Up 2%+₹13,417 Cr40.5
620–40%Up 0–2%₹23,344 Cr37.6

Sign up free to see every company in the sector ranking and track Lumax Auto Technologies Ltd.

Pro shows every company guiding 40%+ revenue growth →Full Auto Components ranking

Lumax Auto Technologies Ltd announcements

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Financials of Lumax Auto Technologies Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Shareholder Pattern

Lumax Auto Technologies Ltd

Shareholding breakup across reporting periods.

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Promoters +55.98%55.98%55.98%55.98%55.98%55.98%55.98%55.98%55.98%55.98%55.98%55.98%
FIIs +15.89%9.04%6.93%5.74%5.91%5.31%7.04%7.33%8.00%8.38%8.70%8.89%
DIIs +8.32%14.19%15.85%16.17%16.09%16.09%16.31%16.59%16.52%16.81%16.53%17.12%
Public +19.81%20.77%21.23%22.10%22.00%22.61%20.66%20.08%19.49%18.83%18.79%18.00%
No. of Shareholders26,56129,66234,70441,12442,79943,69242,97848,76051,73658,40564,75966,176

Financials of Lumax Auto Technologies Ltd

Quarterly Results

Quarter-by-quarter operating performance

Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Sales +7007327577568429061,1331,0261,1561,2711,4171,3641,556
Expenses +6106276666687407889769011,0021,0951,2141,1731,346
Operating Profit901069288102118157125155176203190209
OPM %13%14%12%12%12%13%14%12%13%14%14%14%13%
Other Income +910181715991116051519
Interest16181919192021232427312524
Depreciation30302930293337384148524950
Profit before tax53686256707410874104101126132154
Tax %29%30%17%26%26%25%26%27%26%-7%23%25%24%
Net Profit +3848514252568054781089899117
EPS in Rs4.025.356.494.656.296.588.576.089.8112.1012.9312.7115.48

Financials of Lumax Auto Technologies Ltd

Profit & Loss

Annual income statement trend

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales +8359039651,0131,1871,1411,1081,5081,8472,8223,6374,8705,607
Expenses +7688348929251,0771,0501,0091,3571,6472,4533,1714,2114,828
Operating Profit676873881109198151201369465659779
OPM %8%8%8%9%9%8%9%10%11%13%13%14%14%
Other Income +2571022212617111545513239
Interest55423101010176980106107
Depreciation192124242735344052118129179198
Profit before tax685056821007372113147227308406514
Tax %31%31%28%31%31%19%28%27%24%26%26%17%
Net Profit +4734405769595182111167229337421
EPS in Rs6.604.665.067.159.678.526.9110.1813.6319.1026.0840.9153.22
Dividend Payout %21%20%19%28%31%35%43%34%33%29%21%13%

Financials of Lumax Auto Technologies Ltd

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026Sep 2026
Equity Capital14141414141414141414141414
Reserves2452693584384674335175306487769211,1971,391
Borrowings +433835117095981656648109021,2311,140
Other Liabilities +1792182183963793193604308539901,3981,5061,693
Total Liabilities4815386248589298609901,1392,1792,5893,2353,9474,238
Fixed Assets +2222292482733073553814091,0281,0141,3161,5161,497
CWIP751412222191213366965144
Investments19228514212062131122201405390565624
Other Assets +2332822774304794224695959371,1351,4611,8011,973
Total Assets4815386248589298609901,1392,1792,5893,2353,9474,238

Financials of Lumax Auto Technologies Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +3949649556769887137265290460
Cash from Investing Activity +-11-32-57-57-89-32-76-65-476-249-216-280
Cash from Financing Activity +-24-233-3737-33-4310365-40-53-170
Net Cash Flow4-5101411-203226-242110
Free Cash Flow7192648-3563564160167118214
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit81%92%108%134%84%106%114%80%87%89%78%86%

Financials of Lumax Auto Technologies Ltd

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days5871591018562736491758076
Inventory Days283230412731414149546452
Days Payable7590761411107610184118105120108
Cash Conversion Cycle1113131317142123242420
Working Capital Days7137129-8-8-12-5-16-10-18
ROCE %18%17%17%19%20%14%13%17%15%18%19%21%

Guidance history

How Lumax Auto Technologies Ltd's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →20–40%Up 2%+Planned—Rising
Q4 FY26 call →20–40%FlatPlanned—Flat
Q3 FY26 call →20–40%FlatPlannedPlannedRising
Q2 FY26 call →20–40%FlatPlanned—Rising

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

86out of 100

Momentum score · price trend

86 out of 100 — Strengthening

Over the past year its share price has done better than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months+78.1%91%
Last 6 months+27.0%78%
Last 3 months+35.7%93%
How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Lumax Auto Technologies Ltd: 0.4 × 91 + 0.4 × 78 + 0.2 × 93 = 86.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

Continue your research

What Lumax Auto Technologies Ltd's management said in earlier quarters

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