Lumax Auto FY26 profit rises 47%; targets 30 BPS margin expansion

3 min read     Updated on 06 Jun 2026, 12:50 AM
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Lumax Auto Technologies reported a 47% rise in FY26 net profit to ₹337.15 crore, with revenue increasing 34% to ₹4,870.33 crore. EBITDA for the year stood at ₹705 crore with a margin of 14.5%. The company has set a margin expansion target of 30 BPS for FY27 and announced a capital expenditure plan of ₹275–300 crore. The Board recommended a final dividend of ₹5.50 per share and approved the acquisition of a remaining stake in Lumax FAE Technologies. The order book stands robust at ₹1,450 crore, with significant contributions from Advanced Plastics and Mechatronics segments.

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Lumax Auto Technologies reported a 47% increase in consolidated net profit to ₹337.15 crore for the financial year ended March 31, 2026, compared to ₹229.16 crore in the previous year. Revenue from operations for FY26 climbed 34% to ₹4,870.33 crore from ₹3,636.67 crore in FY25, driven by robust business expansion and a favourable product mix. The Board of Directors recommended a final dividend of ₹5.50 per equity share, subject to shareholder approval at the upcoming Annual General Meeting. Building on this momentum, the company has outlined plans to increase its margin by approximately 30 basis points (BPS) in FY27, supported by a capital expenditure plan of ₹275–300 crore for the year.

FY27 Outlook and Capital Expenditure

Lumax Auto Technologies has set clear financial targets for FY27, signalling continued focus on profitability and capacity expansion. The company plans to improve its margin by approximately 30 BPS, reflecting its commitment to operational efficiency. To support growth initiatives, the company has earmarked a capital expenditure of ₹275–300 crore for FY27. Management expressed confidence in outperforming industry growth, targeting a 20% CAGR over the mid-term, with certain businesses aiming to grow at 2x to 3x the industry rate.

Parameter: Details
Margin Expansion Target (FY27): ~30 BPS
Capital Expenditure Plan (FY27): ₹275–300 crore
Order Book: ₹1,450 crore

FY26 Financial Performance

The company's annual results demonstrated strong growth across key financial metrics. The following table summarizes the year-on-year performance for the financial year:

Metric: FY26 FY25
Consolidated Net Profit: ₹337.15 crore ₹229.16 crore
Revenue from Operations: ₹4,870.33 crore ₹3,636.67 crore
Total Income: ₹4,916.75 crore ₹3,687.70 crore
Basic EPS: ₹40.91 ₹26.08

For the quarter ended March 31, 2026, consolidated net profit stood at ₹97.53 crore, while revenue reached ₹1,416.93 crore. EBITDA for Q4FY26 was ₹208 crore with a margin of 14.7%. For the full year FY26, EBITDA reached a record ₹705 crore with a margin of 14.5%.

Segment Performance and Order Book

The Advanced Plastics division recorded a 25% year-on-year growth in FY26, with revenues increasing to ₹2,566 crore, supported by an order book of ₹700 crore. The Mechatronics segment delivered a 150% growth to ₹281 crore, with an order book of ₹400 crore. The Structures & Control Systems vertical grew 17% to ₹816 crore. The Greenfuel energy business, acquired in the previous financial year, contributed ₹383 crore. The total order book stands at ₹1,450 crore, with approximately 25% expected to be executed in FY27, 54% in FY28, and the remaining 21% in FY29.

Strategic Board Approvals

The Board approved the acquisition of the remaining 15.97% stake in Lumax FAE Technologies Private Limited (LFAE) from Francisco Alberio S.A.U for ₹1.92 crore, making LFAE a wholly-owned subsidiary. Additionally, the Board sanctioned an investment of up to ₹3 crore in Lumax Yokowo Technologies Private Limited and approved providing corporate guarantees of up to ₹36 crore to Lumax Alps Alpine India Private Limited. The Board also re-appointed M/s Grant Thornton Bharat LLP as Internal Auditors and M/s Jitender, Navneet & Co. as Cost Auditors for FY27.

Mergers and Operational Highlights

The Hon'ble National Company Law Tribunal (NCLT), New Delhi Bench approved the amalgamation of IAC International Automotive India Private Limited and Lumax Ancillary Limited with the Company. These mergers are reflected in the standalone financial results for the year ended March 31, 2026. Additionally, the merger of Greenfuel Energy Solutions Private Limited with Lumax Resources Private Limited was effective from February 03, 2026, resulting in the entity being renamed Lumax Greenfuel Energy Solutions Pvt. Ltd.

The statutory auditors, Price Waterhouse Chartered Accountants LLP, provided an unmodified opinion on the audited financial results. The company recorded exceptional items of ₹14.50 crore during the year, primarily due to the impact of new Labour Codes. The 45th Annual General Meeting is scheduled for August 24, 2026, via video conferencing. The Board fixed Thursday, August 06, 2026 as the record date to determine shareholder eligibility for the final dividend.

Historical Stock Returns for Lumax Auto Technologies

1 Day5 Days1 Month6 Months1 Year5 Years
+2.94%-6.27%-4.68%-0.26%+37.30%+930.88%

How will the proposed ₹275–300 crore capital expenditure be allocated across specific segments to support the targeted 30 BPS margin expansion?

What specific operational strategies will the company employ to achieve a 20% CAGR while certain business units aim for 2x to 3x industry growth rates?

How will the full ownership of Lumax FAE Technologies impact the company's revenue synergies and market positioning in the upcoming fiscal year?

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Lumax Auto releases Q4FY26 earnings call recording link

0 min read     Updated on 02 Jun 2026, 03:16 AM
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Lumax Auto Technologies Limited has released the audio recording link for its earnings conference call held on June 01, 2026, to discuss operational and financial performance for Q4 and FY ended March 31, 2026, pursuant to Regulation 30.

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Lumax Auto Technologies Limited has released the audio recording link for its earnings conference call held on June 01, 2026. The call was convened to discuss the operational and financial performance of the company for the fourth quarter and financial year ended March 31, 2026. This disclosure is pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

The recording is now available on the official website of the company. This allows investors and the general public who may have missed the live session to access the management's review of the financial results and operational highlights for the period.

Access Details

Interested parties can access the audio recording of the conference call directly through the following link:

Resource Link
Audio Recording https://www.lumaxworld.in/lumaxautotech/transcript.html

The filing was submitted by Pankaj Mahendru, Company Secretary & Compliance Officer of Lumax Auto Technologies Limited.

Historical Stock Returns for Lumax Auto Technologies

1 Day5 Days1 Month6 Months1 Year5 Years
+2.94%-6.27%-4.68%-0.26%+37.30%+930.88%

What are the key growth drivers Lumax Auto Technologies anticipates for the upcoming fiscal year?

How might the company's margins be impacted by recent fluctuations in raw material costs?

What strategic initiatives is management pursuing to expand market share in the electric vehicle segment?

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1 Year Returns:+37.30%