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Earnings Call

Escorts Kubota Earnings Call: Key Takeaways

Escorts Kubota Q4FY26 revenue rose 21.4% YoY to ₹2,951 Cr. Performance driven by strong tractor sales growth (21%) and construction equipment (9.2%), with margins expanding to 13.1% from 12.1%.

Highlights
Revenue growthQ4 +21.4% YoY; FY26 +12.6% YoY.
MarginsEBITDA margin up 103 bps to 13.1% in Q4.
Demand visibilityPositive momentum in Domestic Tractors (22.8% growth).
Management confidenceHigh; strong dividend and capacity utilization.

Growth

FY26 Revenue grew 12.6% to ₹11,473 Cr; PAT from continuing operations rose 24.4% to ₹1,381 Cr.

Outlook

Strong dividend of ₹51/share; focus on Kubota export channels (~67% volume) and capacity utilization (Tractors ~85%).

Risks

Adverse product mix in Agri machinery; lower non-operating income; declining BHL and compactor volumes.

Source

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

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Escorts Kubota Ltd: key numbers

Share price
₹2,855.70
Market cap
₹31,949 Cr
Revenue (annual)
₹11,540 Cr
Net profit (annual)
₹2,394 Cr
P/E (TTM)
23.1×Sector 33.6×
Promoter holding
68.04%+0.00% QoQ
FII holding
6.36%Current quarter

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

More from Escorts Kubota Ltd

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09:13 IST BSE
Management Change

Escorts Kubota Management Change

Escorts Kubota appoints Mr. Manish Sharma as President-Agri Business effective September 21, 2026. He will oversee Tractors, Agri Solutions, Service and Spare Parts globally.

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Escorts Kubota Limited reported a Rs. 0.10 Crore GST penalty order due to goods detained in transit. The company intends to file an appeal against this order.

Value
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Escorts Kubota Promoter Buying (Off-Market)

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Product Launch

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