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Earnings Call Transcript

Hyundai Motor India Earnings Call Transcript: Key Takeaways

Hyundai India delivers solid volume growth led by exports and SUV resilience, though rising commodity costs and Pune plant ramp-up expenses are temporarily squeezing quarterly EBITDA margins.

Highlights
Revenue growthRevenue grew 5.4% YoY in Q4, driven by volumes and pricing.
MarginsNear-term contraction to 10.4% due to inflation and capacity expansion.
Order bookHealthy back-orders, particularly in the Middle East and domestic SUVs.
Demand visibilityStrong SUV demand; rural penetration reached a record 24.7%.
Management confidenceConfident, focusing on new launches to mitigate near-term margin pressure.

Growth

Q4 domestic volumes hit a record high with 8.5% growth; full-year exports surged 16.4%, significantly beating prior guidance.

Outlook

Management guides for 8-10% volume growth in FY27, supported by two major SUV/EV launches and aggressive Pune expansion.

Risks

EBITDA margins dipped to 10.4% from 14.1% YoY due to raw material inflation and Pune plant overheads.

Source

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

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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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