Escorts Kubota Limited — Investor Meet, 10-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

For the quarter ended December 31, 2025, standalone revenue grew 11.1% YoY, EBITDA rose 30.9%, and Adjusted PAT increased 38.3%. For the nine months, revenue climbed 9.9% YoY, EBITDA was up 27.3%, and Adjusted PAT grew 34.1%.

Total tractor volumes increased 13.5% (Q3) and 14.0% (9M) YoY, driven by strong export growth (62.9% in Q3, 53.9% in 9M). Construction equipment volumes saw declines.

EBIT growth was supported by lower material costs, operating leverage, and a better product mix. The company also successfully divested its Railway Equipment Division for ₹ 1,600 Cr, showcasing strong strategic execution.