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Conference Call with Lumax Auto Technologies Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

• Trendlyne
• 3 weeks ago

Auto Parts & Equipment company Lumax Auto Technologies announced Q4FY26 & FY26 results Q4FY26 Consolidated Financial Highlights: Revenue from Operations: Stood at Rs 1,41,693.28 lakh in Q4FY26, registering a YoY growth of 25.07% compared to Rs 1,13,288.42 lakh in Q4FY25, and a QoQ growth of 11.51% compared to Rs 1,27,066.24 lakh in Q3FY26. Total Income: Reached Rs 1,42,190.19 lakh, showcasing a YoY increase of 24.49% (from Rs 1,14,218.52 lakh in Q4FY25) and a QoQ increase of 10.60% (from Rs 1,28,565.22 lakh in Q3FY26). Profit Before Tax (PBT): Reported at Rs 12,628.62 lakh, up by 17.35% YoY from Rs 10,761.37 lakh in Q4FY25, and higher by 24.96% QoQ from Rs 10,106.40 lakh in Q3FY26. Profit for the Quarter (PAT): Stood at Rs 9,753.16 lakh, reflecting a YoY growth of 22.42% compared to Rs 7,967.27 lakh in Q4FY25. However, on a QoQ basis, PAT declined by 9.75% from Rs 10,806.30 lakh in Q3FY26. FY26 Consolidated Financial Highlights: Revenue from Operations: Grew by 33.92% YoY to Rs 4,87,033.03 lakh in FY26, compared to Rs 3,63,666.98 lakh in FY25. Total Income: Increased by 33.33% YoY to Rs 4,91,675.28 lakh, up from Rs 3,68,769.93 lakh in FY25. Profit Before Tax (PBT): Stood at Rs 40,592.12 lakh, marking a 31.72% growth over Rs 30,816.17 lakh reported in FY25. Profit for the Year (PAT): Achieved a robust growth of 47.12% YoY, rising to Rs 33,714.59 lakh in FY26 from Rs 22,916.21 lakh in FY25. Q4FY26 Standalone Financial Highlights: Revenue from Operations: Reached Rs 1,04,239.19 lakh, increasing by 22.15% YoY (vs Rs 85,339.32 lakh in Q4FY25) and 9.82% QoQ (vs Rs 94,914.44 lakh in Q3FY26). Total Income: Stood at Rs 1,04,730.43 lakh, up by 21.40% YoY (vs Rs 86,265.60 lakh in Q4FY25) and 8.70% QoQ (vs Rs 96,352.03 lakh in Q3FY26). Profit Before Tax (PBT): Reported at Rs 7,478.38 lakh, up marginally by 1.18% YoY (vs Rs 7,391.00 lakh in Q4FY25) and 7.84% QoQ (vs Rs 6,934.94 lakh in Q3FY26). Profit for the Quarter (PAT): Stood at Rs 5,618.72 lakh, displaying a YoY growth of 2.53% (vs Rs 5,480.31 lakh in Q4FY25) and a QoQ growth of 9.81% (vs Rs 5,116.93 lakh in Q3FY26). FY26 Standalone Financial Highlights: Revenue from Operations: Grew to Rs 3,60,548.91 lakh, a rise of 25.56% from Rs 2,87,146.66 lakh in FY25. Total Income: Amounted to Rs 3,66,275.37 lakh, increasing by 25.16% from Rs 2,92,645.27 lakh in FY25. Profit Before Tax (PBT): Stood at Rs 27,309.74 lakh, marking a 19.96% YoY increase over Rs 22,766.58 lakh in FY25. Profit for the Year (PAT): Reported at Rs 20,687.70 lakh, registering a 20.48% YoY growth from Rs 17,171.10 lakh in FY25. Business & Segment Highlights: Segment Performance: The Company's business activity falls within a single business segment i.e., manufacturing and trading of automotive components. Hence, there are no separate reportable segments. Dividend Announcement: The Board of Directors recommended a final dividend of Rs 5.50 per Equity Share (275%) on the face value of Rs 2 for FY26, subject to shareholder approval. Subsidiary Acquisitions & Divestments: The company approved the acquisition of the remaining 15.97% stake in Lumax FAE Technologies Private Limited (LFAE) for Rs 1.91 crore (approx Rs 1,91,78,580) from Francisco Albero S.A.U (FAE), making LFAE a 100% wholly-owned subsidiary. The Board approved the sale of its entire 50% equity stake in its subsidiary, Lumax Jopp Allied Technologies Private Limited, to Jopp Holding GmbH, recognizing an impairment loss of Rs 703.97 lakh based on business valuation. Strategic Investments: Approved an investment of up to Rs 3 crore in the form of subscription of additional Equity Share Capital in Lumax Yokowo Technologies Private Limited (LYTPL), where the company holds a 50% stake. Corporate Guarantees: The company approved issuing a Corporate Guarantee/Letter of Comfort/Post Dated Cheques (PDCs) up to an amount of Rs 36 crore to Banks/Financial Institutions/NBFCs to secure loans for Lumax Alps Alpine India Private Limited. Channel Financing Facility Modification: Approved a modification in the Channel Financing Facility from ICICI Bank relating to a First Loss Deficiency Guarantee for an amount up to 20% of the program level, for the overall credit facility of Rs 30 crore provided to the channel partners. Amalgamations Update: The Scheme of Amalgamation for the merger of wholly-owned subsidiaries Lumax Ancillary Limited and IAC International Automotive India Private Limited with the company was sanctioned by the NCLT. A separate scheme between Greenfuel Energy Solutions Private Limited and Lumax Resources Private Limited was also approved. Impact of Labour Codes: Following the government's notification of the four new Labour Codes, the company assessed the incremental impact on employee benefits, accounting for Rs 1,449.65 lakh at the consolidated level and Rs 960.70 lakh at the standalone level under "Exceptional Items" for FY26. Anmol Jain, Managing Director, Lumax Auto Technologies, said: "FY26 was a year of record performance for the Company, driven by strong industry demand, robust execution across businesses, sustained customer momentum and disciplined operational focus. The Company delivered faster-than-industry growth and improved profitability during the year, supported by continued scale-up across core product segments, increasing contribution from value-added and technology-led offerings and strong momentum in the aftermarket business. The Company remains committed to its long-term strategic priorities of portfolio diversification, technology partnerships, localisation along with future & clean mobility solutions. The cornerstone of the Company’s growth is the "BRIDGE" mid-term plan (FY26–FY31), a roadmap designed to transform the Company from a traditional Tier-1 supplier into a Tier0.5 system integrator. This shift is fuelled by a profound trend toward premiumization across the automotive sector, as OEMs prioritize sophisticated interior cabin solutions, high-end features and software-enabled functionalities.” Result PDF

• Trendlyne
• 3 weeks ago

Auto Parts & Equipment company Lumax Auto Technologies announced Q3FY26 results Revenue: Rs 1,27,066.24 lakh against Rs 90,559.87 lakh during Q3FY25, change 40%. PBT: Rs 10,106.4 lakh against Rs 7,426.27 lakh during Q3FY25, change 36%. PAT: Rs 10,806.3 lakh against Rs 5,603.31 lakh during Q3FY25, change 93%. EPS: Rs 12.1 for Q3FY26. Result PDF

• Trendlyne
• 4 months 1 week ago