Carraro India Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Carraro India started Q1 FY26 strong: Revenue at Rs 492.9 Cr (+4% YoY), EBITDA Rs 54.8 Cr (11% margin), PAT Rs 29.1 Cr. Domestic 4WD axle demand surged, reaching a milestone 4,000 units in May. Exports show recovery signs, boosting overall volumes.

The company secured new projects including teleboom handler axles & high-horsepower transmissions, with an electric tractor transmission agreement also in progress. Strategic focus on localization, higher-value products, and engineering services aims for 8-12% FY26 revenue growth and 1% annual EBITDA margin improvement for 2-3 years. Management is confident on the pipeline and long-term profitable growth.