ESCORTS KUBOTA LIMITED

During the earnings conference call held on August 3, 2026, management reported that Escorts Kubota Limited achieved an operating revenue of INR 3,178.9 crores for Q1 FY27, reflecting a 28% year-on-year increase. EBITDA rose by 9.4% to INR 355.4 crores, with a margin of 11.2%, down from 13.1% due to commodity cost inflation. The company noted a net profit of INR 387.3 crores, a 4% increase year-on-year, with a significant growth of 26% when excluding exceptional gains from the previous year. Domestic tractor sales reached a record 35,457 units, up 22.9% year-on-year, outperforming the industry growth of 18.6%. Management highlighted ongoing product launches and market share gains, particularly in the southern regions. However, geopolitical tensions and supply chain disruptions posed challenges, impacting costs and margins. The company remains focused on disciplined cost management and supply chain continuity.

Management highlighted strong revenue growth and market share gains while also addressing challenges from cost inflation and geopolitical tensions.