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

Q4 2026 ZF Commercial Vehicle Control Systems India Ltd Earnings Call Transcript

May 15, 2026 / 09:00 AM GMT

Release Date Price: ₹2418.48 (+2.66%)

Transcript

Key Points

Positve

ZF Commercial Vehicle Control Systems India Ltd (BOM:533023) reported its highest-ever quarterly revenue of 1,197 crores, marking a 15.2% growth compared to the previous year.
The company achieved a record profit before tax of 196.6 crores, reflecting a 16.4% increase year-on-year.
The aftermarket business grew by 15.6% for the fiscal year, driven by active channel management and network expansion.
The company has successfully launched new products, including exhaust brake valves and e-compressors for EV platforms, enhancing its future-ready portfolio.
ZF Commercial Vehicle Control Systems India Ltd (BOM:533023) has been recognized for its ESG efforts, receiving awards for safety and sustainability initiatives.

Negative

The company faced challenges with increased material costs due to geopolitical tensions in the Middle East, impacting margins.
There was a decline in export revenue by 11.1% year-on-year, particularly affected by the U.S. market.
The EBITDA growth did not match the revenue growth due to increased costs and timing differences in cost recovery.
The company anticipates cautious momentum for the next fiscal year due to ongoing geopolitical uncertainties.
The increase in aluminum prices, a major raw material, has significantly impacted the company's cost structure.

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 2026 ZF Commercial Vehicle Control Systems India Ltd Earnings Call
May 15, 2026 / 09:00AM 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 ZF Commercial Vehicle Control System India Limited Q4 FY26 Earnings Conference Call hosted by 361 Capital Market Pvt. Ltd.

As a reminder, all participant lines will be in the lesson 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 star then zero on a touch tone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Annamalai Jayaraj from 361 Capital Market Private Limited.

Thank you and over to you, sir.

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