Lumax Auto Technologies Ltd (LUMAXTECH) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- Lumax Auto Technologies Ltd recorded a healthy year-on-year revenue growth of 37% in Q2 FY26, reaching a historic high of INR 1156 crores, driven by strong demand, new product launches, integration of the alternate fuel business, and a shift towards premium products post GST rate rationalization.
- The company achieved an EBITDA margin of 14.7% for Q2 FY26, with the full-year guidance maintained at 14-15%, benefiting from the realization of customer price corrections retrospectively from Q1 FY26.
- Q2 FY26 marked the first full quarter where the entire profit after tax of IAC India was attributable to Lumax Auto Technologies, following the acquisition of the remaining minority stake in Q1 FY26, simplifying the corporate structure and enhancing operational synergies.
- Lumax inaugurated its Shift Smart Hub for Innovation and Future Trends, a Tech Centre in Bengaluru, aimed at accelerating product innovation, electronics development, and software integration across business verticals to strengthen capabilities in embedded electronics and connected systems.
- The company is expanding its global footprint by setting up its first office in China, expected to be operational by January 2026, to serve as a group resource center for sourcing, tooling, and technology scouting, aligning with advanced automotive ecosystems.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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