CIE Automotive India Limited has informed the Exchange about Transcript
CIEINDIA · price
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On the reaction day the stock moved 0.9 pts more than Nifty Smallcap 250 and 0.9 pts more than its Auto Components & Equipments peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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CIE Automotive India reported Q4 CY'25 India sales of INR15.4 billion, up 12% year-on-year — its highest-ever quarterly sales — with adjusted EBITDA margin of 17.9% (reported 16.8%, hit by 0.3% energy tariff hike in Maharashtra and 0.8% one-off gratuity impact from new labour code). Consolidated full year CY'25 sales rose 6% to INR91.2 billion with PAT largely flat at INR8.3 billion. European operations remained weak: full-year EBITDA margin fell to 13.3% (from 15.7%) due to restructuring costs at Metalcastello and Legazpi plants, and Euro sales declined 6%. New order wins were INR8.7 billion/year in India and INR2.1 billion/year in Europe in CY'25, with 90% of India wins tied to ICE platforms. The company is transferring some forging and gear capacity from Europe to India, and holds net cash of INR18.8 billion with a maintained dividend of INR7/share.
India momentum is clearly positive with record sales, capacity expansion plans, and tailwinds from GST cuts, the EU-India FTA, and the resolved 18% US tariff — supportive of future growth. However, the European drag (margin compression, Chinese competition, slow EV adoption) and a notable growth gap versus industry in Q4 (~21% market vs 12% CIE India) are concerns. Strong net cash, stable dividend, and inorganic growth optionality cushion the downside, making the near-term reaction likely range-bound pending evidence of India growth re-acceleration.