Automotive Axles Limited — Investor Meet, 22-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Automotive Axles reported strong Q4 FY26 financial results: revenue grew 18% YoY to 664.3 Cr, with PAT at 53.9 Cr (8% margin). For the full year FY26, revenue increased 5% to 2177.7 Cr, and PAT was 164.3 Cr (7% margin). The commercial vehicle market is robust, closing FY26 at 480,000 vehicles.

The company saw over 90% capacity utilization in Q4. It expects to complete its 70 Cr+ capex for capacity expansion and efficiency by December '26, aiming for a 4,000-5,000 Cr top line in 4-5 years driven by new products and export growth of sub-assemblies. Technical fees are 4-4.5% of revenue. Management is confident in improving margins by offsetting inflation through productivity gains and new technology.