| 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
- ₹2,855.70
- 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
All →Escorts Kubota Earnings Call Transcript: Key Takeaways
Escorts Kubota reported robust Q1FY27 results with strong EBITDA margins of 11.2%. The company continues its strategic transformation as a global manufacturing hub leveraging Kubota's global expertise.
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.
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
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.
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.
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.