Carraro India Limited — PPTs, 11-02-2026: Investor Presentation

Here is the financial summary:

**1. Business Performance:** Carraro India posted strong 9M FY26 results. Revenue grew 21% YoY, driven by 17% domestic growth (4WD agri-axles) and a 29% export surge (Tele Boom Handler axles). EBITDA rose 28% YoY, reflecting improved profitability.

**2. Growth Drivers or Strategy:** Leveraging market shifts to 4WD/higher HP tractors and construction vehicle growth, key strategies include capacity expansion, increased supply chain localization, and developing e-transmissions for electric vehicles.

**3. Recent Developments:** The board approved Rs 62.3 Cr capex to expand axle capacity to 1.54 lakh units over 18 months. Engineering services gained traction with Rs 10 Cr revenue in 9M FY26, including a Rs 17.5 Cr e-transmission deal. First Authorized Service Centre opened in Faridabad, three more planned.

**4. Key Financial Metrics (9M FY26):** Total Income hit Rs 1669.8 Cr (+21% YoY). PAT reached Rs 88.9 Cr (+38% YoY), with EPS at Rs 15.64. EBITDA margin was 10.6% and PAT margin 5.3%.

**5. Management Commentary / Outlook:** Management is confident in exceeding prior revenue guidance by FY30, focusing on disciplined execution and value growth. High plant utilization and strong demand support this positive view.