Lumax Auto Technologies Limited has reported record financial results for FY 2025-26, with consolidated revenue from operations reaching ₹4,87,033.03 Lakhs, a growth of 33.92% year-on-year. The company achieved a historic full-year EBITDA margin of 14.5% and received a credit rating upgrade from CRISIL to CRISIL AA/Stable, reflecting a significant step-change in scale and profitability.

Financial Performance: Standalone and Consolidated

The following table summarises the key financial highlights for FY 2025-26:

Standalone performance: Revenue from operations grew 25.56% year-on-year. Profit before tax rose 19.96% to ₹27,309.74 Lakhs, while PAT increased 20.48% to ₹20,687.70 Lakhs. Basic and diluted EPS stood at ₹30.35, registering an increase of 20.48%.

Consolidated performance: Revenue from operations grew 33.92% year-on-year. Profit before tax rose 31.72% to ₹40,592.12 Lakhs. Consolidated PAT surged 47.12% to ₹33,714.59 Lakhs, with basic and diluted EPS rising 56.86% to ₹40.91.

Dividend and Key Financial Metrics

The Board of Directors recommended a final dividend of ₹5.50 per equity share of ₹2 each (i.e., 275%) for FY 2025-26, subject to shareholder approval at the ensuing 45th Annual General Meeting. The proposed dividend would result in an appropriation of ₹3,748.67 Lakhs, with a dividend payout ratio of 59.80%.

Key financial ratios on a standalone basis are presented below:

Business Segments and Strategic Highlights

The company's diversified portfolio spans Advanced Plastics & Interior Systems, Mechatronics, Structures & Control Systems, Alternate Fuel Systems, and Aftermarket. Key developments during FY 2025-26 include:

• IAC India Integration: Acquisition of the remaining 25% stake in IAC International Automotive India Private Limited was completed on May 22, 2025, strengthening the company's presence in premium interior systems. The merger became effective from May 18, 2026.
• Greenfuel Energy Scaling: FY 2025-26 marked the first full year of consolidation of Lumax Greenfuel Energy Solutions Private Limited, with revenue from operations of ₹38,318.18 Lakhs. The company achieved an industry-first localization of ferrule-less tubes and fittings for CNG vehicles.
• Mechatronics Expansion: A Mega Mechatronics Plant is being commissioned in Manesar, consolidating four joint ventures — Lumax Yokowo, Lumax Alps Alpine, Lumax Ituran, and Lumax FAE — under one roof.
• Aftermarket Growth: The aftermarket division achieved a 15% full-year growth rate.
• Order Book: The company maintained a strong order book of ₹1,450 Crore, with 40% linked to EV and future mobility platforms.

Subsidiary Performance

Key subsidiary revenue figures for FY 2025-26 are summarised below:

ESG and Sustainability Milestones

During FY 2025-26, the company achieved several measurable ESG outcomes:

• Renewable Energy: 57% of total energy sourced from renewables through Power Purchase Agreement approval; the LATL Bengaluru plant achieved RE 100 status.
• GHG Emissions Avoided (Solar): 11,729.2 tCO2e avoided in FY 2025-26, compared to 7,157.45 tCO2e in FY 2024-25.
• Waste Intensity: 41.54% reduction in waste intensity versus the FY 2023-24 baseline.
• Water Intensity: 65.52% reduction in water intensity versus the FY 2023-24 baseline.
• Workforce Diversity: Women representation increased 64.23% versus the FY 2023-24 baseline.
• Zero fatalities maintained across all operations.
• TISAX certification achieved at the LCAT plant; no data breaches reported.

Corporate Governance and Credit Rating

CRISIL upgraded the company's long-term credit rating to CRISIL AA/Stable and reaffirmed the short-term/commercial paper rating at CRISIL A1+ (as of March 07, 2026). The Board of Directors met six times during FY 2025-26. The company's 45th Annual General Meeting is scheduled for August 26, 2026 via Video Conferencing/Other Audio-Visual Means. The record date for dividend entitlement is August 06, 2026.

Looking ahead, the company's long-term compass remains its 20.20.20.20 vision — targeting a 20% revenue CAGR from FY 2024-25 to FY 2030-31, with aspirations to more than double its current revenue base to upwards of ₹10,000 Crore by FY 2030-31.

Lumax Auto Technologies Limited will host an earnings call on Tuesday, August 11, 2026, at 3:00 PM IST to discuss its operational and financial performance for the quarter ended June 30, 2026. This conference provides investors with direct access to management’s commentary on the company’s first-quarter results for FY27, offering insights into revenue drivers, margin trends, and strategic initiatives ahead of the full-year outlook.

The intimation was issued pursuant to Regulation 30(6) read with Para A of Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company notified both BSE Limited and the National Stock Exchange of India Limited regarding the schedule, ensuring compliance with listing obligations for public disclosure.

Senior leadership from Lumax Auto Technologies will participate in the conference to address investor queries. The panel includes key executives responsible for strategic direction, financial oversight, and divisional operations, reflecting a comprehensive approach to discussing the quarter’s performance across all business verticals.

Key Participants

The following executives are confirmed to participate in the earnings call:

Access Details

Investors and analysts can access the earnings call via toll-free numbers or through pre-registration on the company’s website. The primary access numbers for domestic participants are +91 22 6280 1309 and +91 22 7115 8210. International participants can use dedicated toll-free lines for Hong Kong, Singapore, the UK, and the USA.

The company has also provided a link for pre-registration on its official website at https://www.lumaxworld.in/lumaxautotech , allowing participants to join the virtual conference seamlessly. Strategic Growth Advisors Pvt. Ltd., represented by Shogun Jain and Sagar Shroff, is handling RSVPs for the event.