Escorts Kubota Limited — Investor Meet, 08-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Escorts Kubota's Q1 FY26 consolidated revenue was Rs. 2,500.1 Cr, with EBITDA at Rs. 321.4 Cr (12.9% margin). Net Profit from continuing operations was Rs. 369.5 Cr, but overall Net Profit surged to Rs. 1,397.1 Cr due to a Rs. 1,004.4 Cr gain from the Railway Equipment Business divestment. Domestic tractor volumes saw regional challenges, but new products like Promaxx and Kubota MU are set to boost future market share. Exports were strong, up 80.3% YoY, with a mid-term target of 15% of total revenue. Construction equipment faced volume and margin pressure due to emission norm transition, with H2 recovery expected. Management remains optimistic for the tractor industry's sustained growth.