GREAVESCOTNSEGreaves Cotton Limited· Diesel EnginesMediumNeutral
Announced Wed, 6 May · 16:15 IST

Greaves Cotton Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

GREAVESCOT · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-1.0%1-day move
₹173.50
prior close
₹174.80
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-5.0-4.2-3.8-4.5-1.0+2.3-2.5-4.0-4.5-7.3+4.6+8.1+28.4
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AI summary

Greaves Cotton released its Q4 & Full Year FY26 investor presentation covering the company's transition under its 'GREAVES.NEXT' strategy. Consolidated revenue grew 18% YoY to ₹3,437 crore, while standalone revenue rose 16% to ₹2,365 crore. EBITDA on a consolidated basis jumped 76% to ₹239 crore with margins expanding from 4.7% to 7.0%. On a standalone basis, EBITDA grew 23% to ₹320 crore with margins at 13.5%. The company outlined a 16-20% CAGR growth target and plans to invest ₹500-700 crore over the next phase, targeting EBITDA margin improvement through portfolio mix optimization and capital efficiency. International business grew from 9% to 13% of revenue, with EV subsidiary Greaves Electric Mobility (GEML) filing a DRHP for an IPO and among the top 6 E-2W OEMs in India.

Likely market impact

Strong operational recovery with margin expansion signals successful execution of the transformation strategy. The IPO pipeline for GEML and growing international business are positive structural developments for long-term value creation.