Automotive Axles Limited — Investor Meet, 10-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Automotive Axles reported Q1 FY27 revenue of Rs 516.8 Cr, with EBITDA at a record 13.6% (Rs 70.2 Cr) and PAT at Rs 45.5 Cr (8.7%). EPS hit a four-year Q1 high of Rs 30, supported by favorable product mix and market recovery.

Management's FY27 outlook suggests a 5-10% market dip from last year's peak, but anticipates Q4 strength. Capacity expansion (25-30% via Rs 120 Cr CAPEX) is progressing for future demand and exports. New 160 tandem axles are entering production, and bus axle development addresses noise norms. Commodity costs are passed through to customers. Exports were 13% for the quarter. The tone is confident, emphasizing strategic growth and efficiency.