Escorts Kubota Limited has informed the Exchange about Transcript
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Escorts Kubota filed the transcript of its May 8, 2025 earnings call for Q4 FY25. Standalone operating revenue from continuing operations rose 6.1% YoY to Rs.2,430.3 crore, with EBITDA at Rs.292.9 crore (margin 12.1%) and net profit at Rs.250.7 crore (up 5.9% YoY). Consolidated net profit (including discontinued operations) grew 17.9% YoY to Rs.318.4 crore. The Board recommended a final dividend of 180% (Rs.18/share), taking total FY25 payout to Rs.28/share, up 56% YoY. Management guided for mid-to-high single digit tractor industry growth in FY26 (potentially touching a record ~10 lakh units), 20-25% export growth, and margin holding in the 11.5%-13% range with a possible 0.5-1% improvement. FY26 CAPEX is guided at Rs.350-400 crore plus Rs.450-500 crore for the new UP Greenfield plant, which is expected to be operational by early FY29.
Positive on the back of a record dividend payout and a confident industry outlook, though muted margin guidance (only marginal improvement) and near-term weakness in the Construction Equipment business from emission norm changes may limit upside. Long-term story is strengthened by the Greenfield expansion plan and ramp-up of exports and captive finance arm EKFL.