Investor Presentation Mar 31, 2026

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

HYUNDAI · price

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+2.3%1-day move

₹1833.10

prior close

₹1853.10

base price

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AI summary

Hyundai Motor India reported Q4 FY26 revenue of ₹189,162 Mn (up 5.4% YoY) with EBITDA margin at 10.4% and PAT at ₹12,556 Mn, impacted by commodity headwinds and unfavorable mix. Full year FY26 revenue stood at ₹707,633 Mn with EBITDA margin of 9.0%, down from 9.9% in FY25 due to capacity stabilization costs and commodity pressures. Total sales volume grew 1.7% YoY to 775,031 units, driven by strong export growth (up 16.4%) while domestic sales declined 2.3%. Management guided FY27 domestic and export growth at 8-10% each, EBITDA margin target of 11%-14%, and capex of ~₹75,000 Mn. The company plans to expand capacity to 1,144K units by adding 80K units at Pune plant post Phase II and launching new SUV and E-SUV nameplates.

Likely market impact

The guidance for EBITDA margin recovery to 11%-14% and capacity expansion signals management confidence in margin improvement, though near-term pressure from commodity headwinds and cost normalization remains a concern.