Greaves Cotton Limited — Investor Meet, 05-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Greaves Cotton reported robust Q1 FY26 results with consolidated revenue at Rs. 745 Cr. Standalone revenue surged 22% YoY to Rs. 541 Cr, and EBITDA jumped 51% to Rs. 76 Cr, with margins hitting 13-14%. Engineering business grew strongly, fueled by 46% auto export growth (Euro-V+ engines) and 30% genset growth. Greaves Electric Mobility saw 84% YoY retail sales growth, capturing 4.2% market share. Excel Controlinkage revenue was Rs. 60 Cr, with margins expected to recover. The company maintains a strong cash position (Rs. 400 Cr+) and is profitable at the consolidated level, underscoring its diversified portfolio and operational efficiency. Management remains cautiously optimistic on future growth.