Escorts Kubota Limited has informed the Exchange regarding Monthly Business Updates for the month of December 2025
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Awaiting price reaction for this filing.
Escorts Kubota's tractor sales surged 38.5% year-on-year in December 2025 to 7,577 units, driven by strong domestic demand (6,828 units, +36.1%) and sharp export growth (749 units, +64.3%). On a year-to-date (9M FY26) basis, total tractor volumes grew 14.0% to 1,01,413 units, with exports up 53.9%. The company credited supportive government policies, lower GST, state subsidies, strong Kharif output, and better Rabi sowing for robust retail demand, and expects industry momentum to continue. In contrast, the Construction Equipment segment remained weak, selling 812 machines in December (-7.0% YoY) and 3,917 units in 9M FY26 (-17.8% YoY), though the company notes December 2024 had pre-buying ahead of emission norm changes.
Positive for the stock in the near term due to the strong double-digit tractor volume growth and upbeat rural demand outlook; however, the persistent decline in construction equipment sales is a drag and signals ongoing weakness in the infra-related segment.