ALFA Finder| Revenue growth | FY26 revenue projected at ₹11,473 Cr vs ₹10,187 Cr in FY25. |
|---|---|
| Margins | EBITDA margins projected to expand to 13.2% in FY26. |
| Demand visibility | Positive trend in mechanization; 1.16M unit domestic tractor industry forecast. |
| Management confidence | High; leveraging Kubota's global channel for brand expansion. |
Growth
FY26 Projected: Revenue ₹11,473 Cr (up 12.6% YoY), EBITDA ₹1,513 Cr (13.2% margin), and PAT ₹1,381 Cr.
Outlook
Aspirations include being a comprehensive solution provider, expanding dealer network 1.5X, and achieving Net Water Positive by 2030.
Risks
Market cyclicality, regulatory changes, local political/economic developments, and weather-dependent agricultural demand.
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 1.33M units → delivered 1,33,670 units (= BEAT)
Partly delivered
- Guided NBFC Capital Infusion ₹700 Cr → delivered ₹200 Cr to date (= PARTIAL)
Missed
- Guided Construction Equipment growth → delivered 10.6% volume decline (= 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.