Lumax Auto Technologies Ltd. — Earnings Release 2026

Nov 8, 2025

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LATL:CS:PR:2025-26

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Date: 08.11.2025

BSE Limited Listing & Compliance Department Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400001	National Stock Exchange of India Limited Listing & Compliance Department Exchange Plaza, C-1 Block G, Bandra Kurla Complex, Bandra (E), Mumbai – 400051
Security Code : 532796	Symbol : LUMAXTECH

Subject: Investor Release of Financial Results for the 2[nd] Quarter and Half Year ended September 30, 2025.

Dear Sir/Ma’am,

We are enclosing herewith the Investor Release being issued by the Company, Lumax Auto Technologies Limited for the 2[nd] Quarter and Half Year ended September 30, 2025.

The aforesaid information shall also be made available on the website of the Company at www.lumaxworld.in/lumaxautotech.

This is for your Information and records.

Thanking you, Yours faithfully,

For Lumax Auto Technologies Limited

Digitally signed by PANKAJ PANKAJ MAHENDRU MAHENDRU Date: 2025.11.08 18:41:21 +05'30'

Pankaj Mahendru Company Secretary & Compliance Officer ICSI Membership No. A28161

Encl: As stated above

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Lumax Auto Tech Accelerates Its Evolution Toward a Future-Ready, TechnologyDriven Mobility Partner

Key Consolidated Financial Highlights are as follows:

Particulars (Rs. Crs)	Q2FY26	Q2FY25	Y-o-Y	Q1FY26	Q-o-Q	H1 FY26	H1 FY25	Y-o-Y
Revenue	1,156	842	37%	1,026	13%	2183	1,598	37%
EBITDA	170	118	45%	136	25%	306	223	37%
Margin (%)	14.7%	14.0%		13.2%		14.0%	14.0%
PBT	104	70	50%	74	41%	179	126	41%
Margin (%)	9.0%	8.3%		7.2%		8.2%	7.9%
PAT before Minority Interest	78	52	50%	54	44%	132	93	41%
Margin (%)	6.7%	6.2%		5.3%		6.0%	5.8%
EPS	9.81	6.29	56%	6.08	61%	15.89	10.94	45%

Gurugram, November 8, 2025 – Lumax Auto Technologies Limited (NSE: LUMAXTECH, BSE: 532796), a leading automotive component manufacturer, today announced its audited financial results for the second quarter and half yearly ended September 30[th] 2025, remains focused on delivering sustainable growth through operational excellence, technology integration, and value-accretive product expansion across its key verticals.

Consolidated Financial Highlights for Q2 & H1 FY26:

• Revenue Growth: Consolidated revenue from operations rose 37% YoY both in Q2FY26 & H1FY26 to ₹1,156 crore and ₹2,183 crore respectively, driven by sustained demand from key OEMs, scale-up of new program launches, and strong momentum in the passenger vehicle and aftermarket businesses.

• Enhanced Profitability:

• EBITDA stood at ₹170 crore in Q2FY26 with margins improving to 14.7% , and ₹306 crore in H1FY26 , with margins at 14.0% . The shift toward higher-value products and disciplined execution continues to enhance profitability. The sequential margin recovery also captures the delayed realization of customer price corrections from Q1FY26.

• PAT (before minority interest) grew 50% YoY in Q2FY26 to ₹78 crore and 41% YoY in H1FY26 to ₹132 crore , underscoring strong operational control and improved asset utilization.

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On a standalone basis, the company maintained its growth trajectory. Revenue from OEM business grew by 12% in H1 FY26, while the aftermarket segment showed a strong growth of 15% from H1 of last year, reflecting strong customer traction and product acceptance.

The subsidiaries (excluding the newly acquired Greenfuel) grew by 36% YoY, with IAC India & Mechatronics entities leading the way; including Greenfuel, the growth is 56% in H1FY26.

Management Commentary: Commenting on the performance, Anmol Jain, Managing Director, Lumax Auto Technologies Limited said, " Our performance in Q2 and H1 FY26 reflects continued progress on our strategic priorities and the resilience of our diversified business model. Revenue growth was supported by new order wins, strong execution by emerging subsidiaries, and sustained traction in Greenfuel and Aftermarket businesses.

EBITDA margins improved sequentially, aided by scale efficiencies, richer product mix, and the normalization of customer price corrections, which had moderated Q1 performance. The improvement in profitability underscores our focus on operational excellence and disciplined cost management.

The integration of IAC India is progressing as planned, reinforcing our capabilities in EV interiors and advanced technology-led solutions. With a healthy order pipeline, robust balance sheet, and clear execution roadmap, we remain on track to achieve our mediumterm 20:20:20:20 vision—delivering sustainable growth, margin expansion, and leadership in future-ready mobility solutions.

Strengthening Electronics and Digital Capabilities: In October 2025, Lumax Auto Technologies inaugurated its ‘ SHIFT’ Tech Center (Smart Hub for Innovation and Future Trends) in Bengaluru. The new center enhances Lumax’s electronics and digital engineering capabilities, focusing on in-cabin experience, ADAS, connectivity, and embedded systems . This milestone supports the Company’s transition toward software-defined, technologydriven mobility solutions .

Operational Highlights —H1FY26:

Segment wise Revenue

Particulars	H1 FY26	H1 FY25
Passenger Vehicles	55%	50%
2/3 Wheelers	24%	25%
Aftermarket	10%	12%
Commercial Vehicles	9%	9%
Others	2%	4%

Product wise Revenue

Particulars	H1 FY26	H1 FY25
Advance Plastics	52%	57%
Structures & Control Systems	18%	21%
Aftermarket	10%	12%
Mechatronics	6%	3%
Alternate fuels	8%	0%
Others	6%	7%

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New Launches made during the quarter:

	Customer
		Model	Product
Category
	Name
PV	M&M	3XO Scorpio N	Shifter Shark fin Antena
	MSIL	Victoris	Shifter, Switches, Sensor & Receptacle(CNG)
	Honda Cars	City (Export model)	Feeder Assembly Shark fin Antena
2W	TVS	Export Models	Plastic parts

Awards:

• The Subsidiary Company, Lumax Mannoh was honoured with CNBC TV18 SME Champions’ Award season 2 in the category of Manufacturing SME of the year Industrial Excellence

• Another subsidiary, Lumax Cornaglia was awarded with “Sustainability Excellence Award” at Tata Motors Conference held in September 2025.

About Lumax Auto Technologies Limited:

Lumax Auto Technologies Ltd. through its subsidiaries, has been a manufacturer of wide range of products (Advance Plastics, 2/3-wheeler Lighting, Chassis, Gear Shifter, Emission Systems, Seat Frames, Oxygen Sensors, On-board antennas Electric devices & components, Wiring Harness, Vehicle Interior Components & CNG delivery systems). We are market leaders in Design, Testing and Manufacturing of Gear Shifters & Interior Solutions in India. The Company has a robust pan-India distribution network with 30 manufacturing plants across India in all major Auto clusters.

Our key customers include Mahindra & Mahindra, Bajaj Auto, Maruti Suzuki, Honda Motorcycles and Scooters, Tata Motors, Daimler India and Volkswagen. For more information about the Group and its businesses, please visit our website http://www.lumaxworld.in/lumaxautotech.com/

For further details please contact:

CIN No: L31909DL1981PLC349793 Priyanka Sharma Email id: priyanka.sharma@lumaxmail.com Tel No: +91 98102 66637	Anand Venugopal / Hashika Mutreja / Preeti Karna Email id: anand.venugopal@adfactorspr.com/ hashika.mutreja@adfactorspr.com / preeti.karna@adfactorspr.com Tel No: +91 70218 52071 / +91 91677 53859 / +91 74283 19334

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