Greaves Cotton Limited — Q1FY27 earnings call summary

• Multiple analyst queries on margin breakdown and growth outlook; management confident on 16-20% CAGR and margin targets
• Q1 FY27 consolidated revenue grew 31% y-y to INR975 Cr; core business up 16% y-y
• Greaves Electric Mobility volumes up 101% y-y; market share 5.6% with strong regional leadership
• Margins pressured by commodity inflation and investments; price hikes and cost controls to improve margins from Q2
• Energy Solutions grew 21% y-y; medium horsepower gensets up 32% y-y
• Mobility Solutions grew 18% y-y; automotive engines up 36% y-y; e-powertrain progressing
• Industrial Solutions stable; adjusted growth 9% y-y; exports and defense orders growing
• Investments: INR331 Cr in GEML rights issue; INR50 Cr in Greaves Finance; healthy cash and AA- rating

Open source transcript · View Greaves Cotton Limited research

Sign in free to track Greaves Cotton Limited and receive future summaries.