Escorts Kubota Limited — Investor Meet, 14-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Escorts Kubota reported Q4 revenue of Rs.2,430 Cr, up 6.1% YoY; EBITDA at Rs.293 Cr with a 12.1% margin; net profit stood at Rs.251 Cr, up 5.9% YoY. Tractor volumes grew 7.6%, led by strong demand in southern and eastern India, while exports jumped 36.6%. Construction equipment sales fell 12%, pressuring margins to 9.1%. Railway division order book is over Rs.900 Cr. Management expects mid-to-high single digit industry growth for FY26, driven by exports and new products. A greenfield plant in UP is planned by FY28, with finance arm ramping up. Margins are expected to be stable with volume growth and cost management as priorities.