Landmark Cars Limited — PPTs, 11-11-2025: Investor Presentation

Landmark Cars reported strong financial results for the quarter and half-year ended September 30, 2025, despite the significant GST 2.0 transition.

**1. Business Performance:** Q2 Proforma Revenue jumped 30.7% YoY to ₹1,657.2 Cr, with H1 up 26.4% YoY to ₹3,072.3 Cr. Net Cash from Operations hit a record ₹176.9 Cr in H1. New brands (MG, Kia, M&M) fueled 19% of H1 revenue, and After-Sales continues high growth & margins.

**2. Growth Drivers:** Strategic expansion with new brands and robust inventory management (38 days vs. industry's 60 days) are key. Long-term, the company aims to double market share in India's growing auto sector.

**3. Recent Developments:** GST 2.0 led to temporary margin pressure in Q2 but is seen as a future growth catalyst, benefiting customers with significant price resets. New outlets opened in Kolkata & Patna during the quarter.

**4. Key Financial Metrics:** Q2 Reported PAT soared 353.8% to ₹1.5 Cr (EPS ₹0.29), and H1 PAT grew 134.9% to ₹8.9 Cr (EPS ₹1.96). Q2 EBITDA was ₹59.2 Cr (+8% YoY).

**5. Management Outlook:** Post-GST rate reduction, new car sales show better margins in Q3. Expect new outlets to breakeven then. Strong product pipelines from OEMs like Honda (10 new models by 2030) signal sustained demand. The Indian auto market is at an exciting inflection point! 🚀