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Earnings Call

Automotive Axles Earnings Call: Key Takeaways

Automotive Axles delivered strong Q4FY26 results with 18% revenue growth and 8% PAT margins, driven by peak capacity utilization and a robust domestic CV market.

Why this was an Alfa AlertNot a filter event. Results and growth are in line with general market trends without beating specific prior guidance by >5%.
Highlights
Revenue growth18% YoY in Q4; 5% for full year FY26.
MarginsEBITDA at 12.4% for Q4; FY26 EBITDA at 10.6% net of one-offs.
Demand visibilityStrong for FY27; CV replacement cycle and GST benefits aiding demand.
Management confidenceHigh; citing 400k+ annual industry volume as the new stable floor.

Growth

Q4 revenue reached INR 6,643M (up 18% YoY); full-year FY26 revenue grew 5% to INR 21,777M.

Outlook

Aspirational top-line target of INR 4,000-5,000Cr; Phase 1 capex completion by December 2026.

Risks

Potential margin pressure from commodity inflation (steel prices) and demand seasonality in Q1/Q2.

Source

Earnings Call filed with NSE, NSE: AUTOAXLES. Summary written with AI assistance from the document.

Read the document ↗

Automotive Axles Ltd: key numbers

Share price
₹1,709.80
Market cap
₹2,584 Cr
Revenue (annual)
₹2,178 Cr
Net profit (annual)
₹164.4 Cr
P/E (TTM)
14.8×Sector 33.6×
Promoter holding
71.04%+0.00% QoQ
FII holding
0.75%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Automotive Axles Earnings Call Transcript: Key Takeaways

Automotive Axles achieved its highest ever Q1 EBITDA margin at 13.6%, driven by favorable product mix and operational efficiencies despite a moderate 30% market dip in CV volumes.