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Earnings Call

Carraro India Earnings Call: Key Takeaways

Carraro India delivered strong FY26 performance with 25% revenue growth and 48% PAT growth. Strategy focuses on 4WD tractor axle shift and expanding export traction in construction equipment.

Why this was an Alfa AlertNot a filter event. Results are described as 'in line with the guidance' rather than a material beat.
Highlights
Revenue growth25% YoY for FY26; 37% YoY for Q4 FY26.
MarginsEBITDA margin expanded to 10.8% in FY26 from 10.2% in FY25.
Order bookEngineering services agreement worth ₹175 Mn with Montra Electric.
Demand visibilityStrong domestic 4WD axle demand; recovering export market for high HP tractors.
Management confidenceHigh, citing strong business foundation and deeper customer relationships.

Growth

FY26 Revenue up 25% YoY to ₹22,555 Mn; PAT grew 48% to ₹1,306 Mn; EBITDA margin expanded 60bps to 10.8%.

Outlook

Board-approved capex to expand axle capacity to 154,160 units; secured ₹150 Mn p.a. bull gear nomination for FY28.

Risks

Softness in indirect agricultural driveline exports; dynamic product mix impacting margins; potential fluctuations in earnings and competitive pressures.

Source

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

Read the document ↗

Carraro India Ltd: key numbers

Share price
₹535.00
Market cap
₹3,042 Cr
Revenue (annual)
₹2,255 Cr
Net profit (annual)
₹130.6 Cr
P/E (TTM)
22.9×Sector 33.6×
Promoter holding
68.77%+0.00% QoQ
FII holding
2.91%Current quarter

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

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Value
₹20.25 Cr