CIEINDIANSE21 July 2025

CIE Automotive India Limited

3,061words
4turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
SEC/2025/87 21st July, 2025 BSE Limited Corporate Relationship Department, P. J. Towers, Dalal Street, Fort, Mumbai - 400 001. BSE Scrip Code: 532756 National Stock Exchange of India L
65.71%
FORMAT 1. OVERVIEW OVERVIEW LEGAL STRUCTURE AS ON 30 JUNE 2025 4 CIE through its subsidiaries 65.71% 100% CIE Galfor S.A. 100% CIE Aluminium Casting India Limited 100% CIE Hosur Limited 10
100%
1. OVERVIEW OVERVIEW LEGAL STRUCTURE AS ON 30 JUNE 2025 4 CIE through its subsidiaries 65.71% 100% CIE Galfor S.A. 100% CIE Aluminium Casting India Limited 100% CIE Hosur Limited 100% 10
99.96%
E Galfor S.A. 100% CIE Aluminium Casting India Limited 100% CIE Hosur Limited 100% 100% 99.96% UAB ClE LT Forge CIE Legazpi S.A. Metalcastello S.p.A. 99.81% Bill Forge de Mexico S de RL
99.81%
IE Hosur Limited 100% 100% 99.96% UAB ClE LT Forge CIE Legazpi S.A. Metalcastello S.p.A. 99.81% Bill Forge de Mexico S de RL de CV 100% CIE Forgings Germany AG* * - Non Operational 2. Q
7%
E APR-JUN 2025 V/S APR-JUN 2024 APR-JUN 2025 V/S JAN-MAR 2025 ₹ million Sales EBITDA 14,591 +7% 2,552 +1% % EBITDA / Sales 17.5% EBIT 2,015 -1% % EBIT / Sales 13.8% EBT 2,076 +3% % E
1%
025 V/S APR-JUN 2024 APR-JUN 2025 V/S JAN-MAR 2025 ₹ million Sales EBITDA 14,591 +7% 2,552 +1% % EBITDA / Sales 17.5% EBIT 2,015 -1% % EBIT / Sales 13.8% EBT 2,076 +3% % EBT / Sales
17.5%
APR-JUN 2025 V/S JAN-MAR 2025 ₹ million Sales EBITDA 14,591 +7% 2,552 +1% % EBITDA / Sales 17.5% EBIT 2,015 -1% % EBIT / Sales 13.8% EBT 2,076 +3% % EBT / Sales 14.2% 13,693 2,519 18.
13.8%
Sales EBITDA 14,591 +7% 2,552 +1% % EBITDA / Sales 17.5% EBIT 2,015 -1% % EBIT / Sales 13.8% EBT 2,076 +3% % EBT / Sales 14.2% 13,693 2,519 18.4% 2,026 14.8% 2,008 14.7% 14,113 2
3%
91 +7% 2,552 +1% % EBITDA / Sales 17.5% EBIT 2,015 -1% % EBIT / Sales 13.8% EBT 2,076 +3% % EBT / Sales 14.2% 13,693 2,519 18.4% 2,026 14.8% 2,008 14.7% 14,113 2,628 18.6% 2,09
14.2%
% EBITDA / Sales 17.5% EBIT 2,015 -1% % EBIT / Sales 13.8% EBT 2,076 +3% % EBT / Sales 14.2% 13,693 2,519 18.4% 2,026 14.8% 2,008 14.7% 14,113 2,628 18.6% 2,090 14.8% 2,085 14.8%
18.4%
.5% EBIT 2,015 -1% % EBIT / Sales 13.8% EBT 2,076 +3% % EBT / Sales 14.2% 13,693 2,519 18.4% 2,026 14.8% 2,008 14.7% 14,113 2,628 18.6% 2,090 14.8% 2,085 14.8% <6T MHCV Tractors
Guidance — 3 items
PASSENGER VEHICLES
opening
Light Vehicles (less than 6 Tons – European Classification) – Short Term: IHS forecasts production growth at a 5.0% between CY2024-CY 2025 – Long term: IHS forecasts production growth at a CAGR of 4.5% over a period of 2025-2030
MHCVs
opening
domestic MHCV sales to expand at 2-4% compound annual growth rate (CAGR) during FY2025 to FY2030” … CRISIL Research report
TRACTORS
opening
domestic tractor sales to expand at 5-7% compound annual growth rate (CAGR) during FY2025 to FY2030” … CRISIL Research report
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Risks & concerns — 2 flagged
“CRISIL Research expects domestic MHCV industry to decline by 2-4% in fiscal 2026”…”..
MHCVs
“CRISIL Research expects domestic tractor industry to decline by 3-5% in fiscal 2026”…”..
TRACTORS
Speaking time
PASSENGER VEHICLES
1
MHCVs
1
TRACTORS
1
TWO WHEELERS
1
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Opening remarks
PASSENGER VEHICLES
Light Vehicles (less than 6 Tons – European Classification) – Short Term: IHS forecasts production growth at a 5.0% between CY2024-CY 2025 – Long term: IHS forecasts production growth at a CAGR of 4.5% over a period of 2025-2030
MHCVs
“CRISIL Research expects domestic MHCV industry to decline by 2-4% in fiscal 2026”…”.. domestic MHCV sales to expand at 2-4% compound annual growth rate (CAGR) during FY2025 to FY2030” … CRISIL Research report
TRACTORS
“CRISIL Research expects domestic tractor industry to decline by 3-5% in fiscal 2026”…”.. domestic tractor sales to expand at 5-7% compound annual growth rate (CAGR) during FY2025 to FY2030” … CRISIL Research report
TWO WHEELERS
“CRISIL Research expects domestic two wheeler industry to rise by approx 7-9% in fiscal 2026”…”.. domestic two wheeler sales to expand at 7-9% compound annual growth rate (CAGR) during FY2025 to FY2030” … CRISIL Research report Xxxx xxxxxx MARKET PRODUCTION NUMBERS EUROPE MARKET: KEY SEGMENTS UPDATE - QUARTERLY 20 PERIOD H1 CY2025 Q2 CY2025 Q1 CY2025 <6T VEHICLES Million Units 8.1 4.08 4.07 Δ% -3.6 -1.7 -5.4 MHCV Units 213,552 107,496 106,056 Δ% -13.5 -7.6 -18.8 Source: IHS Global Δ % - means comparison of Quarter volumes of this calendar year with that of the same quarter of the previous calendar year. E.g. Q2 CY25 volume is compared to Q2 CY24 volume, respectively. MARKET OUTLOOK EUROPE 21 EU(w/o Russia) – Light Vehicles: Light Vehicles (less than 6 Tons – European Classification) – Short Term: IHS forecasts production growth at a -2.9% between CY2024-CY 2025 – Long term: IHS forecasts production growth at a CAGR of 1.1% over a period of 2025-2030 EU(w/o Russia) – MHCV*: – Short Term
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