| 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
- ₹2,855.70
- 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.