The worldwide auto parts and gear sector is a dynamic and quickly increasing trade, valued at over $2 trillion in 2024 and projected to achieve $2.4 trillion by 2030, rising at a 2.8% CAGR.
India’s auto element trade is predicted to surpass $80 billion in FY2025, with exports hitting $21.3 billion and EV parts contributing 6% of complete manufacturing. This sector helps automobile manufacturing, upkeep, and customization worldwide.
With a market capitalization of Rs 7,069.66 crore, the shares of Lumax Auto Applied sciences Ltd had been buying and selling at Rs 1,037.25 per share, elevated round 1.53 p.c as in comparison with the earlier closing worth of Rs 1,021.60 apiece.
Lumax Auto Applied sciences forecasts 20–25 p.c income progress in FY26, pushed by a powerful order e book, rising pockets share, and up to date acquisitions. It targets an 80–100 bps EBITDA margin enlargement, aiming for 20 p.c margins by FY31. The Greenfuel acquisition is predicted to contribute Rs 300 crore in FY26, scaling to Rs 800–1,000 crore by FY31.
Additionally learn: 2 PSU shares set to make ₹17,000 Crores in income if crude hits $120
Wanting ahead to the corporate’s monetary efficiency, income elevated by 50 p.c from Rs 757 crore in Q4FY24 to Rs 1,133 crore in Q4FY25. Additional, throughout the identical time-frame, internet revenue elevated by 56 p.c from Rs 51 crore to Rs 80 crore.
The corporate is increasing its product portfolio with cockpit assemblies for Mahindra’s Thar ROXX, BE6, and XEV 9e, gear shifters and shark fin antennas for Honda Amaze, and counter field, receptacle assemblies for Maruti Suzuki’s new Swift. It additionally plans new aftermarket launches in 2W (CDI, motors) and 4W (suspension, brakes).
The corporate holds a powerful ₹1,300 crore order e book, with 26% to materialize in FY26. Superior plastics lead contributions, adopted by mechatronics and management programs. BEV platforms account for ₹500 crore (~40%), with the excessive content material worth of ₹40–45k per Mahindra BEV automobile.
For FY26, the corporate plans capex of ₹175–200 crore, in keeping with FY25, together with potential land acquisition. It goals to cut back long-term debt-to-equity under 0.7–0.8x. No main acquisitions are deliberate, with focus shifting to the consolidation of latest offers and driving natural progress.
Lumax Auto Applied sciences Restricted commenced its operations with the manufacture of two-wheeler lighting. The Firm is engaged with authentic gear producers (OEMs) within the passenger automobile, two-wheeler, three-wheeler, business automobile, and off-road automobile segments.
Written by Abhishek Singh
Disclaimer
The views and funding ideas expressed by funding consultants/broking homes/score companies on tradebrains.in are their very own, and never that of the web site or its administration. Investing in equities poses a danger of economic losses. Buyers should due to this fact train due warning whereas investing or buying and selling in shares. Commerce Brains Applied sciences Non-public Restricted or the writer should not chargeable for any losses triggered on account of the choice primarily based on this text. Please seek the advice of your funding advisor earlier than investing.
