Lumax Auto Technologies Ltd (BOM:532796)

Q2 2026 Lumax AutoTechnologies Ltd Earnings Call Transcript

Nov 10, 2025 / 09:30 AM GMT

Release Date Price: ₹1386.35 (+15.70%)

Transcript

Key Points

Positve

Lumax Auto Technologies Ltd (BOM:532796) reported a robust year-on-year revenue growth of 37% for Q2 FY26, driven by strong demand and new product launches.
The company's EBITDA margins for Q2 stood at 14.7%, aligning with their strategic guidance of maintaining 14-15% margins for the fiscal year.
The acquisition of the remaining minority stake in IAC India has been completed, contributing positively to the company's financial performance.
Lumax Auto Technologies Ltd (BOM:532796) has inaugurated a tech center in Bangalore to accelerate product innovation and software integration, enhancing its capabilities in advanced solutions.
The company has a strong order book of INR 1,357 crores, providing visibility across the next three fiscal years, with significant contributions from advanced plastics and mechatronics.

Negative

Standalone operations have experienced margin pressure due to one-time costs related to cost optimization and business growth acceleration.
The aftermarket segment's growth guidance has been adjusted from 20% to 15-17%, indicating slower than expected growth.
Green fuel revenue declined from INR 95 crores in Q1 to INR 75 crores in Q2, attributed to the cyclical nature of demand for safety products in school buses.
The commercial vehicle segment saw a decline in revenue year-on-year, raising concerns about segment-specific challenges.
There are concerns about maintaining current margin levels in the face of potential OEM profitability pressures, which could impact ancillary companies like Lumax Auto Technologies Ltd (BOM:532796).

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LUAT.NS - Lumax AutoTechnologies Ltd
Q2 2026 Lumax AutoTechnologies Ltd Earnings Call
Nov 10, 2025 / 09:30AM GMT

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Presentation
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Operator [1]
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Ladies and gentlemen, good day and welcome to the Lumax Auto Technologies Limited Q2 and H1 F526 earnings conference call. This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions, and expectations of the company as on the date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchtone telephone.

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