CIE Automotive India Limited — Investor Meet, 27-04-2026: Analysts/Institutional Investor Meet/Con. Call Updates

CIE Automotive India reported its highest-ever quarterly consolidated sales of 2,540 Cr, up 16% YoY, with EBITDA at 430 Cr (16.9% margin). India sales grew 15% to 1,620 Cr, while Europe sales hit 920 Cr (17% YoY, flat in Euro). Management is optimistic on future India growth, expecting to outpace the market driven by ~350 Cr in Q1 new orders, including 11% for EV. The company plans significant India capex of 400-500 Cr this year to expand capacity across forging, stamping, and iron casting. Europe's margins show recovery from restructuring, and the company is well-positioned for industry consolidation. Exports from India to Europe are a key focus for growth. The management maintains a confident outlook amidst geopolitical risks and commodity inflation.