ESCORTSNSEQ4 FY25May 08, 2025

Escorts Kubota Limited

3,057words
1turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
Escorts Kubota Limited BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400001 National Stock Exchange of India Limited Exchange Plaza, Bandra Kur
17.3%
5-2025 Escorts Kubota Limited 3 ParticularsIndustryGrowthEKLGrowthVarianceDomestic Tractor Volume17.3%6.0%-11.3%Export Tractor Volume4.0%36.6%32.6%Total Tractor Volume15.5%7.6%-7.9%PNC Volume-13.0%-13.0
6.0%
5 Escorts Kubota Limited 3 ParticularsIndustryGrowthEKLGrowthVarianceDomestic Tractor Volume17.3%6.0%-11.3%Export Tractor Volume4.0%36.6%32.6%Total Tractor Volume15.5%7.6%-7.9%PNC Volume-13.0%-13.0%0.0
11.3%
corts Kubota Limited 3 ParticularsIndustryGrowthEKLGrowthVarianceDomestic Tractor Volume17.3%6.0%-11.3%Export Tractor Volume4.0%36.6%32.6%Total Tractor Volume15.5%7.6%-7.9%PNC Volume-13.0%-13.0%0.0%BHL V
4.0%
articularsIndustryGrowthEKLGrowthVarianceDomestic Tractor Volume17.3%6.0%-11.3%Export Tractor Volume4.0%36.6%32.6%Total Tractor Volume15.5%7.6%-7.9%PNC Volume-13.0%-13.0%0.0%BHL Volume -6.6%-20.2%-13.6%Mi
36.6%
cularsIndustryGrowthEKLGrowthVarianceDomestic Tractor Volume17.3%6.0%-11.3%Export Tractor Volume4.0%36.6%32.6%Total Tractor Volume15.5%7.6%-7.9%PNC Volume-13.0%-13.0%0.0%BHL Volume -6.6%-20.2%-13.6%Mini Ex
32.6%
sIndustryGrowthEKLGrowthVarianceDomestic Tractor Volume17.3%6.0%-11.3%Export Tractor Volume4.0%36.6%32.6%Total Tractor Volume15.5%7.6%-7.9%PNC Volume-13.0%-13.0%0.0%BHL Volume -6.6%-20.2%-13.6%Mini Excavat
15.5%
arianceDomestic Tractor Volume17.3%6.0%-11.3%Export Tractor Volume4.0%36.6%32.6%Total Tractor Volume15.5%7.6%-7.9%PNC Volume-13.0%-13.0%0.0%BHL Volume -6.6%-20.2%-13.6%Mini Excavator-15.6%11.9%27.5%Compact
7.6%
ceDomestic Tractor Volume17.3%6.0%-11.3%Export Tractor Volume4.0%36.6%32.6%Total Tractor Volume15.5%7.6%-7.9%PNC Volume-13.0%-13.0%0.0%BHL Volume -6.6%-20.2%-13.6%Mini Excavator-15.6%11.9%27.5%Compactor V
7.9%
estic Tractor Volume17.3%6.0%-11.3%Export Tractor Volume4.0%36.6%32.6%Total Tractor Volume15.5%7.6%-7.9%PNC Volume-13.0%-13.0%0.0%BHL Volume -6.6%-20.2%-13.6%Mini Excavator-15.6%11.9%27.5%Compactor Volume
13.0%
olume17.3%6.0%-11.3%Export Tractor Volume4.0%36.6%32.6%Total Tractor Volume15.5%7.6%-7.9%PNC Volume-13.0%-13.0%0.0%BHL Volume -6.6%-20.2%-13.6%Mini Excavator-15.6%11.9%27.5%Compactor Volume-2.4%-24.8%-22.3
0.0%
.0%-11.3%Export Tractor Volume4.0%36.6%32.6%Total Tractor Volume15.5%7.6%-7.9%PNC Volume-13.0%-13.0%0.0%BHL Volume -6.6%-20.2%-13.6%Mini Excavator-15.6%11.9%27.5%Compactor Volume-2.4%-24.8%-22.3%Served Co
Guidance — 7 items
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opening
“10,187.0 9,730.7 Revenue Key Highlights • Tractor Sales up by 1.0% to 1,15,554 units • Construction Equipment Sales down by 12.2% to 6,484 units FY24 AM CE Unallocated FY25 ■ Increase ■ Decrease Total EBIT ₹ Cr.”
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“Tractor Industry Domestic Industry (in Lakhs) 7.3% YoY ----+ 2.7 -24.8% QoQ ' I I I ---..I.-------► 2.0 17.3% YoY 1.7 ------ I 8.8 Escorts Kubota Limited 9.4 Q4FY24 Q3FY25 Q4FY25 Export Industry (in ‘000s) 26.5 4.0% YoY -------------- 1 I I I 24.4% QoQ 27.5 FY24 97.8 FY25 98.8 1.0% YoY ---► 22.1 Q3FY25 Q4FY25 - De-Growth Q4FY24 08-05-2025 Growth Escorts Kubota Limited FY24 ...”
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“0% 8.0 % 6.0 % 4.0 % 2.0 % 1,04 ,000 84,0 00 64,0 00 44,0 00 24,0 00 4,00 0 Export 6,50 0 5,50 0 4,50 0 3,50 0 2,50 0 1,50 0 500 08-05-2025 Growth De-Growth Share of Market in % Escorts Kubota Limited 1,08,777 1.6% YoY 1,10,563 12.4% 11.8% FY24 FY25 5,619 -11.2% YoY ------ -----+ 5.7% 4,991 5.1% 14.”
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“➢ Less than 40 HP : Greater than 40 HP Tractor Sales Ratio in Q4FY25 at 33:67 as against 34:66 YoY and 32:68 QoQ and in FY25 at 33:67 as that of 39:61 YoY.”
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“➢ Non-Tractor : Tractor Revenue Ratio in Q4FY25 at 19:81 as against 18:82 YoY and 21:79 QoQ and in FY25 at 20:80 as that of 17:83 YoY.”
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“➢ Export through Kubota channel of total Export volume ~72% in Q4FY25 and ~ 40% in FY25.”
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“• FY25 – Represents the 12 months period from 1st April • PBT – Profit Before Tax • PAT – Profit After Tax 2024 to 31st March 2025.”
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Risks & concerns — 2 flagged
On 23rd October 2024 EKL has entered into the Business Transfer Agreement with Sona BLW Precision Forgings Limited (Sona Comstar) for transferring the existing Railway Equipment Business Division (RED) as going concern, on slump sale basis, for a lumpsum cash consideration of INR 1,600 Crore (Indian Rupees One Thousand and Six Hundred Crores Only), subject to the terms of the Agreement.
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The Board of the Directors of the Company on October 23, 2024 has approved the sale/ transfer of its division engaged in the business of manufacturing, assembly, sales, servicing, research and development of railway equipment products including parts thereto (“RED Business”) as a going concern, on a ‘slump sale’ basis, as defined under Section 2(42C) of the Income-tax Act, 1961.
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Speaking time
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1
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Opening remarks
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Copy of Earning Presentation Dear Sir/ Ma’am, find enclosed herewith Please copy of Audited Financial Results (Standalone and Consolidated) for the quarter and financial year ended March 31, 2025. the Earning Presentation on the the Kindly take the same on record. Thanking you, Yours faithfully, for Escorts Kubota Limited Arvind Kumar Company Secretary Encl.: As above Escorts Kubota Limited Registered Office - 15/5, Mathura Road, Faridabad - 121003, Haryana, India Tel.: +91-129-2250222 | E-mail: corp.secretarial@escortskubota.com | Website: www.escortskubota.com Corporate Identification Number L74899HR1944PLC039088 Q4 FY25 | EARNING PRESENTATION 8th May 2025 BSE: 500495 | NSE: ESCORTS 08-05-2025 Escorts Kubota Limited 1 CONTENTS Escorts Kubota Limited 01 02 03 04 Company Overview Q4 Standalone Highlights FY Standalone Highlights Segment Wise Performance 05 06 07 Shareholding Pattern Q4/FY Consolidated Highlights Annexure & Narrations 08-05-2025 Escorts Kubota Limited 2 Q4 Standalone Hi
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