ALFA Finder| Revenue growth | FY26 projected growth of 12.6% YoY. |
|---|---|
| Margins | EBITDA margin projected at 13.2% for FY26. |
| Demand visibility | Increasing mechanization and government credit support driving domestic demand. |
| Management confidence | High, leveraging Kubota global channels and technology. |
Growth
FY26 revenue target of ₹11,473 Cr vs FY25 ₹10,187 Cr (~12.6% growth). PAT projected at ₹1,381 Cr for FY26.
Outlook
Aims to be a strategic global hub for tractors <110 HP; targeting 1.5X dealer network expansion.
Risks
Labour scarcity, domestic tractor industry cyclicality, and global market execution risks in competitive export regions.
Last quarter's promises, checked
Delivered
- Guided FY26 Revenue ₹11,473 Cr → delivered ₹11,472.8 Cr (= BEAT)
- Guided FY26 EBITDA Margin 13.2% → delivered 13.2% (= BEAT)
- Guided FY26 Tractor Volume growth 15.7% → delivered 15.7% (= BEAT)
Partly delivered
- Guided NBFC capital infusion ₹700 Cr → delivered ₹200 Cr to date (= PARTIAL)
Missed
- Guided Construction Equipment volume growth → delivered -10.6% YoY (= MISS)
Earnings Call filed with NSE, NSE: ESCORTS. Summary written with AI assistance from the document.
Escorts Kubota Ltd: key numbers
- Share price
- ₹2,436.90
- Market cap
- ₹27,264 Cr
- Revenue (annual)
- ₹11,540 Cr
- Net profit (annual)
- ₹2,394 Cr
- P/E (TTM)
- 20.7×Sector 32.5×
- Promoter holding
- 68.04%+0.00% QoQ
- FII holding
- 7.08%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Escorts Kubota Ltd
All →Escorts Kubota Other Announcement
Escorts Kubota reports no deviation in its Rs.1,872.745 Crore preferential issue proceeds for the quarter ended September 2026. The Audit Committee reviewed the Regulation 32 statement.
Escorts Kubota Investor Presentation: Key Takeaways
Q2FY27 standalone revenue ₹3,231.4 Cr (+16.3% YoY), EBITDA margin 9.0% (-403 bps), PAT ₹255.0 Cr (-20.6%). Tractor volumes flat; construction equipment volumes +53.9%.
Escorts Kubota Q2 FY27 Results: Net Profit ₹250.2 Cr, Down 21.3% YoY
Escorts Kubota Ltd reported revenue from operations of ₹3,243 Cr (+16.2% YoY) and net profit of ₹250.2 Cr (-21.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹250.2 Cr · -21.3% YoY
Escorts Kubota Business Update
Escorts Kubota announced a tractor price increase across Kubota, Farmtrac, and Powertrac brands effective November 2026. The revision addresses sustained input cost pressures from geopolitical and rupee-related headwinds.
Escorts Kubota Other Announcement
Escorts Kubota Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026. It notes promoter group changes due to a scheme of amalgamation.
Escorts Kubota Board Meeting Date
Escorts Kubota Limited has scheduled a board meeting for November 02, 2026, to consider and approve the unaudited financial results for the quarter ended September 30, 2026.