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Earnings Call

Escorts Kubota Earnings Call: Key Takeaways

Escorts Kubota Limited reports 9M FY26 operational revenue of ₹8,522 Cr with 13.2% EBITDA margin. Strategy shifts toward becoming a global strategic hub through the Kubota partnership.

Highlights
Revenue growthCAGR 8-9% in domestic tractor industry; 9M FY26 revenue ₹8,522 Cr.
MarginsEBITDA margin improved from 11.6% (FY25) to 13.2% (9M FY26).
Demand visibilityDriven by mechanization trends, MSP, and scarcity of labor.
Management confidenceStrong; positioning EKL as global strategic hub for affordable products.

Growth

Revenue grew from ₹7,197 Cr (FY22) to ₹10,187 Cr (FY25); 9M FY26 EBITDA at ₹1,127 Cr.

Outlook

Aims to be 'No. 1' in nation-building; targets 5-7% tractor export CAGR and global channel leverage.

Risks

Subject to regulatory changes, local political or economic developments, and weather-driven market acceptance.

Source

Earnings Call filed with NSE, 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.