Escorts Kubota Limited — Investor Meet, 11-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Escorts Kubota reported strong Q3 FY26 standalone performance. Revenue from Operations grew 11.1% YoY to ₹3,261.4 Cr. EBIDTA surged 30.9% YoY to ₹438.7 Cr, with margins expanding to 13.5%, driven by lower material costs and operating leverage in the Agri Machinery segment. Adjusted Profit After Tax jumped 38.3% YoY to ₹401.6 Cr.

Tractor volumes increased 13.5% YoY to 36,955 units, with exports showing exceptional 62.9% growth. Construction Equipment volumes were down 13.7% YoY but improved 49.7% QoQ. For the nine months (9MFY26), standalone revenue rose 9.9% to ₹8,522.1 Cr, and adjusted PAT grew 34.1% to ₹1,030.3 Cr. Total reported PAT for 9MFY26 saw a substantial 118.6% increase to ₹2,083.8 Cr, significantly impacted by the sale of the Railway Equipment business. The company exhibits robust financial and operational improvements, particularly in the agri segment and tractor exports.