| Revenue growth | 28.0% YoY Standalone |
|---|---|
| Margins | EBITDA margin at 11.2%, pressured by commodity costs |
| Demand visibility | Positive industry growth in Tractors (18.6%) and Construction (22.8%) |
| Management confidence | High regarding volume growth and Kubota synergies |
Growth
Revenue grew 28% YoY; EBITDA grew 9.4% to ₹355.4 Cr. Tractor volumes rose 20.5% and Construction Equipment 27.4%.
Outlook
Focusing on 'One EKL' and product expansion for FY26-27. Tractor capacity utilization is at ~84%.
Risks
EBITDA margins contracted 191 bps YoY due to adverse commodity prices and change in product mix.
Last quarter's promises, checked
Delivered
- Guided H1FY27 gain vs last year → delivered 28% Revenue growth (= BEAT)
- Guided positive volume growth irrespective of industry → delivered +20.5% Tractor/27.4% CE (= BEAT)
- Guided gradual market share increase in South → delivered domestic share gains (= BEAT)
Partly delivered
- Guided commodity pressure significant in next 2 quarters → delivered 191 bps margin contraction (= PARTIAL)
Missed
- Guided effort to maintain margins on full year basis → delivered 11.2% vs 13.1% previous Q4 (= MISS)
Investor Presentation 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.