ZF Commercial Vehicle Control Systems India Ltd (BOM:533023)

Q4 2025 ZF Commercial Vehicle Control Systems India Ltd Earnings Call Transcript

May 16, 2025 / 08:00 AM GMT

Release Date Price: ₹2207.67 (-2.17%)

Transcript

Key Points

Positve

ZF Commercial Vehicle Control Systems India Ltd (BOM:533023) achieved a significant milestone by crossing the 1,000 crore mark in quarterly revenues for the first time.
The company reported an all-time high profit before tax of 633 crore for the full year, reflecting strong business fundamentals.
Exports grew by 8.4% year-on-year, reaching 1,164.6 crore, showcasing robust international demand.
The company is well-positioned to benefit from upcoming regulatory changes, such as the implementation of advanced driver assistance systems.
Significant advancements in sustainability initiatives, including a 12% reduction in energy consumption and increased use of renewable energy sources.

Negative

Overall commercial vehicle industry posted a year-on-year decline of 5.4% in 2024-25, impacting the company's sales.
Sales declined by 9.8% due to a shift away from heavy-duty vehicles towards intermediate and light commercial vehicles.
The company experienced a 4.6% decline in aftermarket business in Q4 due to supply chain disruptions.
There are anticipated headwinds in export outlook due to emerging tariff impacts from the US market.
Working capital increased due to extended payment terms with some customers, impacting cash flow.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ZFCV.NS - ZF Commercial Vehicle Control Systems India Ltd
Q4 2025 ZF Commercial Vehicle Control Systems India Ltd Earnings Call
May 16, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q4 and F 525 earnings conference call of ZF commercial Vehicles Control Systems India Limited, hosted by Barleywala and Kirani Securities India Private Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Anamala Jayaj from BNK Securities.

Thank you and thank you and over to

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