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Eicher Motors Ltd — Q4FY26 Earnings Call Summary
Key Takeaways
- Commodity cost headwind ~3-3.5% in Q1 FY27; 1.75% price hike taken in April
- FY27 capacity to rise to 1.6 million units by July; 2 million by Q2 FY28 with Cheyyar expansion
- Strong demand outlook with April FY27 growth 31%; premium motorcycle segment growing robustly
- FY26 consolidated revenue INR 23,408 Cr, EBITDA INR 5,785 Cr, PAT INR 5,515 Cr
- VECV FY26 revenue INR 27,077 Cr, EBITDA INR 2,563 Cr, PAT INR 1,471 Cr; record 103,404 units sold
- Royal Enfield FY26 sales 1.227 million motorcycles, domestic +23%, international +20%
- Replacement demand growing; 30% of Royal Enfield customers below 25 years
- New vehicle financing JV with Volvo planned; initial investment up to INR 750 Cr
- Electric vehicle focus: Flying Flea launched; VECV expanding electric bus portfolio
- Greenfield plant in Andhra Pradesh planned; land acquired, operational in 24-30 months
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.