Automotive Axles Limited — Investor Meet, 04-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Automotive Axles Q2 FY26 revenue was ₹470 Cr, down 6% QoQ, and H1 at ₹969 Cr, down 3%. EBITDA improved to 12.4% (vs 11.7% QoQ), normalized to ~11.8% after one-time benefits. Management noted M&HCV headwinds but sees strong domestic consumption, positive GDP outlook, and expects robust Q3/Q4. New products include a 15-meter bus axle and axles for electric tractor trailers/tippers. The company maintains its mid-teen EBITDA margin target, pending volume pick-up. No market share loss reported. CFO Mr. Ranganathan S. will superannuate. Management expressed confidence in growth and strong governance.