Escorts Kubota Ltd – Financial Overview

• Market capitalization is approximately ₹38,043 crore. • Return on Equity (ROE) stands at around 12.2 percent. • Trailing Price-to-Earnings (P/E) ratio is approximately 16.12. • Earnings Per Share (EPS, TTM) is ₹210.98. • Price-to-Book (P/B) ratio is about 3.66. • Dividend yield is roughly 0.82 percent. • Book value per share is ₹928.04. • Debt-to-equity ratio is minimal at 0.01, indicating very low leverage. • For Q1 FY26 (June 2025 quarter), consolidated revenue declined about 2.9 percent YoY to ₹2,500 crore. • Standalone revenue was ₹2,483 crore, down around 2.9 percent YoY. • EBITDA margin improved to approximately 13.1 percent from 12.4 percent last year, reflecting improved operating efficiency. • Profit After Tax (PAT) surged about 40% YoY to ₹369.5 crore (continuing operations). • Other sources report a consolidated PAT increase of 363 percent YoY, rising to ₹1,397 crore, though this figure may include extraordinary items or one-time gains. • Margin expansion was driven by a 0.5 percent pricing increase from May and benefits of lower commodity costs. • Full-year EBIT margin guidance is maintained at 12 to 12.5 percent, with forecasted tractor margins of 12.5–13 percent and construction equipment margins of 7–9 percent. • Tractor volumes were broadly flat YoY, while construction equipment volumes declined due to weak demand and inventory effects. • The company expects mid- to high single-digit industry growth for FY26, with recovery in construction equipment expected in the second half. • Product launches—including the Promaxx, Kubota MU, and Powertrac Wetland series—are expected to support market share gains, particularly in South and East India. • The railway equipment division has been classified as discontinued operations following planned divestment, with final regulatory approvals pending.