ZF Commercial Vehicle Control Systems India Limited — Investor Meet, 23-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

ZF Commercial Vehicle Control Systems India reported Q4 revenue of ₹1,039 Cr, surpassing ₹1,000 Cr for the first time, with FY25 PBT at a record ₹609.3 Cr and stable EBITDA margins around 22%. OE sales declined 9.8% in FY25 due to model shifts and trailer production drops, while Q4 showed a 7.7% industry recovery. Aftermarket grew 5.5% YoY despite Q4 supply issues; exports rose 8.4%, with engineering services up 17.4%.

Management is focused on advanced trailer tech, EV components, and digital solutions like SCALAR EVO Pulse telematics, preparing for volume ramp-up of localized ADAS products (excluding camera/radar). Sustainability efforts cut energy use by 12%, supporting margin stability and growth amid regulatory changes and electric mobility trends.