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Earnings Call

Hyundai Motor India Earnings Call: Key Takeaways

Hyundai records high domestic volumes and robust export growth but faces margin contraction from commodity pressures and capacity costs.

Why this was an Alfa AlertExport growth of 16.4% significantly beat the guided range of 7-8%, a material 8.4% beat.
Highlights
Revenue growth5.4% YoY revenue growth in Q4 and full FY26.
MarginsEBITDA margin at 12.2% vs previous 14.1%; commodity price pressure.
Demand visibilityStrong SUV demand; Rural penetration hit record high of 24.7%.
Management confidenceOptimistic about H2 recovery but cautious on near-term geopolitical impacts.

Growth

FY26 revenue up 5.4%; export volumes grew 16.4% outperforming 7-8% guidance.

Outlook

FY27 guidance: 8-10% domestic growth; ₹7,500cr capex; 1.1 million total units by 2030.

Risks

Near-term commodity headwinds, geo-political disruptions in Middle East, and one-off employee provisioning costs.

Source

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

Read the document ↗

Hyundai Motor India Ltd: key numbers

Share price
₹2,115.00
Market cap
₹1,71,852 Cr
Revenue (annual)
₹70,763 Cr
Net profit (annual)
₹5,432 Cr
P/E (TTM)
34.7×Sector 33.6×
Promoter holding
82.50%+0.00% QoQ
FII holding
3.28%Current quarter

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

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