Submission of Investor Presentation
Price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Emmforce Autotech reported FY25 standalone revenue of ₹89.14 Cr (+6.3% YoY), EBITDA up 3.2% to ₹18.85 Cr, and PAT up 13.9% to ₹10.60 Cr, with fixed assets rising 67% on capacity expansion. Key highlight is a ₹470 Cr 9-year order from a US Tier 1 OEM (≈₹55 Cr/year) with commercial production starting September 2025; three new US customers added despite tariffs adding ~₹10 Cr/year. New Driveshaft Parts segment grew 122% to ₹6.20 Cr and TAFE Rotavator parts production is live. Management guided to a potential ₹650 Cr annual revenue over 3–5 years (₹400 Cr Drivetrain + ₹250 Cr Agri), with EBITDA improvement expected from in-house forging running two shifts by FY26 end and value-added product launches.
Positive for shareholders: strong order book visibility, multi-year US OEM contract, and new product ramp-ups underpin revenue growth, though consolidated PAT dipped 13% due to subsidiary ramp-up depreciation. Margin expansion and subsidiary profitability will be the key triggers to watch in FY26.