HYUNDAINSEHyundai Motor India LimitedMediumNeutral
Announced Fri, 8 May · 15:37 IST

Hyundai Motor India Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

HYUNDAI · price

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Price reaction · full curve 14 horizons · vs prior close
+2.3%1-day move
₹1833.10
prior close
₹1853.10
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AI summary

Hyundai Motor India reported Q4 FY26 revenue of ₹189,162 million (up 5.4% YoY) but faced significant margin pressure with EBITDA dropping 22.2% YoY to ₹25,327 million (11.2% margin vs 14.1% in Q4 FY25). For FY26, revenue grew 2.3% to ₹707,633 million. Total sales reached 208,275 units in Q4 (up 8.7% YoY) with domestic sales surging 16.4% YoY, driven by new models like EXTER and strong Creta performance. Margin decline was attributed to commodity headwinds, capacity stabilization costs at the Pune plant, and unfavorable product mix. Management guided for FY27 EBITDA margin of 11%-14% and expects 8-10% growth in both domestic and export volumes. Capacity expansion is underway with Pune Phase II adding 170,000 units, bringing total capacity to ~994K units by FY27.

Likely market impact

The stock may face short-term pressure due to margin contraction, but the guided EBITDA margin recovery to 11%-14% and capacity expansion plans signal management confidence in stabilizing costs and returning to profitability. Strong domestic volume growth and new model launches provide a positive operational outlook.