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Earnings Call

Escorts Kubota Earnings Call: Key Takeaways

Escorts Kubota delivered record FY26 revenue of ₹11,472.8 cr, up 12.6%, and 24.4% PAT growth to ₹1,380.9 cr.

Highlights
Revenue growthFY26 standalone revenue up 12.6% Y-o-Y; Q4 up 21.4%.
MarginsAgri EBIT at 12.6%; commodity inflation expected to pressure near-term margins.
Demand visibilityStrong near-term; H2 FY27 visibility low due to monsoon risks.
Management confidenceConfident in market share gains despite flattish industry outlook.

Growth

FY26 Tractor volumes grew 15.7% to 1.33 lakh units; EBITDA margins expanded 163bps to 13.2% Y-o-Y.

Outlook

Flattish FY27 tractor industry outlook; ₹5,000cr greenfield capex over 7-10 years; ₹500cr NBFC capital infusion planned.

Risks

Geopolitical conflicts, rising commodity costs (steel, base metals), and subnormal monsoon forecast impacting H2 demand.

Source

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

Read the document ↗

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.

17:47 IST NSE
Legal & Regulatory

Escorts Kubota Legal & Regulatory

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
₹0.10 Cr
17:49 IST BSE
Other Announcement

Escorts Kubota Other Announcement

Escorts Kubota Limited has cancelled its one-on-one virtual investor meeting with Saamya Advisors LLP, originally scheduled for September 18, 2026.

18:52 IST BSE
Promoter Buying (Off-Market)

Escorts Kubota Promoter Buying (Off-Market)

Niky Tasha Private Limited acquired 2,500 equity shares from Niky Tasha Communications Private Limited within the promoter group. This reflects an internal restructuring.

16:48 IST NSE
Product Launch

Escorts Kubota Product Launch

Escorts Kubota launched new tractor models: the 6055 Classic 'Dark Edition' and the PROMAXX 2.0 range. These additions commemorate three decades of the Farmtrac brand.