ALFA Finder| Management target | Revenue 12.6% FY26 |
|---|
| Revenue growth | 12.6% YoY projected for FY26. |
|---|---|
| Margins | EBITDA margin projected to expand to 13.2% in FY26. |
| Demand visibility | Positive, driven by mechanization trends and MSP for crops. |
| Management confidence | High, leveraging Kubota's global expertise for synergies. |
Growth
Projected FY26 revenue growth of ~12.6% YoY vs FY25. Reported PAT expected to reach ₹1,381 Cr.
Outlook
Targeting 1.16 million units in domestic tractor industry for FY26. Expanding dealer network 1.5X and driving multi-brand ownership.
Risks
Domestic tractor industry cyclicality, labor scarcity, and regulatory changes in export markets.
Last quarter's promises, checked
Delivered
- Guided FY26 Tractor Industry 1.16M units → delivered 1.16M units (= BEAT)
- Guided FY26 Revenue ~₹11,473 Cr → delivered ₹11,472.8 Cr (= BEAT)
- Guided FY26 EBITDA Margin 13.2% → delivered 13.2% (= BEAT)
Partly delivered
- Guided FY26 Export Growth → delivered 33.8% volume growth but 60% via Kubota channel (= PARTIAL)
Missed
- Guided Construction Industry Growth → delivered 7% de-growth (= 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.