ALFA Finder| 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
- ₹2,436.90
- 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.