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Escorts Kubota Ltd — Q1FY27 Earnings Call Summary
Key Takeaways
- Construction equipment revenue INR419.6 Cr +39.2% y-y; industry growth 12-15% expected FY27; market share gains ongoing
- Commodity inflation impacted margins; 5% cost increase in Q1 plus 1.5-2% expected in Q2; price hikes taken and planned
- Capex guidance INR850-900 Cr FY27 including greenfield land acquisition; normal capex INR350-400 Cr
- Q1 FY27 standalone revenue INR3,178.9 Cr +28% y-y; EBITDA INR355.4 Cr +9.4% y-y; margin 11.2% vs 13.1% y-y; PAT INR387.3 Cr +4% y-y (26% ex-exceptional)
- Export volumes down in Q1; flat FY27 expected; growth anticipated FY28 with North America market opening
- Captive finance penetration 10-12% Q1, aiming 40-50% dealers FY27 and pan-India FY28
- Domestic tractor sales 35,457 units +22.9% y-y; market share +36 bps; industry growth 18.6%
- Consolidated revenue INR3,207.6 Cr +28.3% y-y; EBITDA INR354.5 Cr +10.3% y-y; PAT INR385.9 Cr +4.5% y-y
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.