Escorts Kubota Limited — PPTs, 10-02-2025: Investor Presentation

**Financial Highlights:** Escorts Kubota Limited reported a revenue of ₹2,935.4 Cr for Q3 FY25, marking an 8.5% increase YoY. The company's EBITDA stood at ₹335.3 Cr, reflecting a 3.6% growth compared to the previous year. Profit After Tax (PAT) was ₹290.5 Cr, up 7.7% YoY, while EPS saw a similar trend, rising to ₹26.41. For the nine-month period, total revenue reached ₹7,756.7 Cr, an increase of 4.2% YoY.

**Strategic Initiatives and Growth Drivers:** The company is focusing on enhancing its product portfolio in agriculture and construction segments, responding to mixed market trends. Despite declines in construction equipment volumes, strategic product launches and investments are aimed at revitalization.

**Business Developments:** The amalgamation with Kubota Agricultural Machinery India has been impactful, leading to restated numbers to integrate previous operations fully. The discontinuation of the railway equipment business is being finalized with a transfer agreement valued at ₹1,600 Cr.

**Market Position and Competitive Advantage:** The company continues to strengthen its market share in both domestic tractors and construction equipment segments. Capacity utilization for tractors is approximately 95%, indicating strong demand.

**Investor Implications:** While current volumes in export and construction equipment have weakened, opportunities may arise from ongoing product innovations and potential recoveries in overall market demand, suggesting a positive outlook for long-term growth.