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Lumax Auto Technologies Community
NSEI:LUMAXTECH Community
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Lumax Auto Technologies
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Global EV Adoption And Urbanization Will Reshape India's Auto Market
Key Takeaways Aggressive expansion in premium segments, automation, and system-level solutions could drive structurally higher margins and significant competitive gains in alternate fuel and electrification technologies. Diversification via aftermarket and mechatronics divisions enhances growth resilience and positions Lumax for strong, compounding earnings and improved revenue stability.
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₹1.3k
FV
16.2% undervalued
intrinsic discount
15.99%
Revenue growth p.a.
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6 days ago
author updated this narrative
Lumax Auto Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
India Clean Mobility And Advanced Components Will Drive Transformation
Key Takeaways Strong positioning in electric and alternate fuel components, coupled with localization and advanced manufacturing, supports long-term growth and margin expansion. Diversification across products and customers, along with a strategic aftermarket push, stabilizes revenues and boosts higher-margin, non-cyclical income streams.
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₹1.04k
FV
4.5% overvalued
intrinsic discount
12.79%
Revenue growth p.a.
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0
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13 days ago
author updated this narrative
Lumax Auto Technologies
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
EV Transition Will Erode Legacy Revenues And Raise Risks
Key Takeaways The company faces major revenue threats from electrification, customer concentration, and limited export strategy amid rising input costs and industry consolidation. Sustained innovation demands and regulatory compliance risks could compress margins and restrict long-term earnings amidst technological disruption and environmental shifts.
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₹767
FV
42.1% overvalued
intrinsic discount
15.90%
Revenue growth p.a.
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13 days ago
author updated this narrative