ALFA Finder| Revenue growth | Record revenue of ₹6,652 Cr, up 32% YoY. |
|---|---|
| Margins | EBITDA margins impacted by 4-4.5% commodity inflation partially offset by pricing. |
| Demand visibility | Strong domestic and international funnel; bookings and walk-ins tracking high. |
| Management confidence | Confident but cautious regarding commodity volatility and capacity constraints. |
Growth
Revenue hit ₹6,652 Cr (+32%) and EBITDA reached ₹1,591 Cr, driven by record Royal Enfield and VECV sales volumes.
Outlook
Investing ₹1,225 Cr in a new Greenfield facility in Andhra Pradesh to reach 2.45 million units capacity by FY30.
Risks
Significant commodity inflation (4-4.5%) and capacity bottlenecks are forcing heavy immediate investment, potentially weighing on near-term margins.
Last quarter's promises, checked
Delivered
- Guided 1.4M capacity + 500/day module → delivered 1.6M+ capacity (= BEAT)
- Guided 1.75% price hike in April → delivered 1.75% hike (= BEAT)
- Guided ₹958 Cr capex for Cheyyar → delivered expansion on track (= BEAT)
Partly delivered
- Guided strong international growth/Brazil focus → delivered record revenue but Europe degrowth (= PARTIAL)
Missed
- Guided 3-3.5% commodity impact → delivered 4-4.5% impact (= MISS)
Earnings Call Transcript filed with BSE, NSE: EICHERMOT. Summary written with AI assistance from the document.
Eicher Motors Ltd: key numbers
- Share price
- ₹7,611.00
- Market cap
- ₹2,08,935 Cr
- Revenue (annual)
- ₹23,408 Cr
- Net profit (annual)
- ₹5,515 Cr
- P/E (TTM)
- 36.2×Sector 32.5×
- Promoter holding
- 49.02%+0.00% QoQ
- FII holding
- 24.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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