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Earnings Call

Greaves Cotton Earnings Call: Key Takeaways

Greaves Cotton reported strong FY26 performance with Consolidated Revenue at ₹3,437 cr and EBITDA of ₹383 cr. Strategy focused on transition to energy and mobility solutions.

Why this was an Alfa AlertNot a filter event. Results and targets are within stated transformational ranges without explicit prior guidance beats of >5%.
Highlights
Revenue growthConsolidated Q4 ₹1000 cr, 12M ₹3437 cr.
MarginsFY26 Core EBITDA margin at 14.4%, up from 12.8% FY25.
Order bookExecuting defense orders; international business contribution rose to 13%.
Demand visibilityFavourable demand across energy, mobility, and industrial segments.
Management confidenceHigh; citing 'Greaves.Next' strategy and structural shifts.

Growth

FY26 Consolidated Revenue reached ₹3,437 cr; Core Business revenue grew 16% YoY to ₹2,665 cr with 14.4% EBITDA margin.

Outlook

Targets 16-20% organic CAGR and 13-15% EBITDA margins; planned investment of ₹500–700 cr for product development.

Risks

Stringent emission regulations (BS VII) and transition risks in the evolving EV and powertrain ecosystem.

Source

Earnings Call filed with BSE, NSE: GREAVESCOT. Summary written with AI assistance from the document.

Read the document ↗

Greaves Cotton Ltd: key numbers

Share price
₹234.78
Market cap
₹5,469 Cr
Revenue (annual)
₹3,437 Cr
Net profit (annual)
₹107.1 Cr
P/E (TTM)
54.8×Sector 33.6×
Promoter holding
55.77%-0.01% QoQ
FII holding
1.35%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Value
₹203.0 Cr