Q1 FY27 earnings call transcript filed; record EBITDA at 13.6 percent

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF Explain this filing

AUTOAXLES · price

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AI summary

Automotive Axles filed Q1 FY27 earnings call transcript (held Aug 6 2026). Revenue Rs 5,168 mn; EBITDA Rs 702 mn at 13.6 percent (highest ever), PAT Rs 455 mn at 8.7 percent, EPS Rs 30 (4-year high). CFO guided PAT margin band of 7.5-8.5 percent. CAPEX of Rs 120 cr 40 percent done; 25-30 percent capacity expansion expected. New 160 tandem axle entering production; bus axle still in pipeline. Industry forecast improved from 15-20 percent decline to only 5-10 percent decline versus last year.

Likely market impact

Record margins and improved industry outlook are positive. Capacity ramp and new products position the company for a stronger Q4.