Q3 2025 CIE Automotive India Ltd Earnings Call Transcript
Key Points
- CIE Automotive India Ltd (BOM:532756) reported its highest ever quarterly sales in Q3 2025 at INR 15,232 million, marking a 9% year-on-year growth.
- The Indian operations showed a sequential growth of 4.5%, outperforming the weighted average market growth.
- The company is optimistic about future growth due to expected market improvements from GST reforms, which could enhance vehicle affordability.
- European operations saw an 18% sales growth over Q3 2024, aided by a positive exchange rate effect.
- CIE Automotive India Ltd is actively working on improving profitability and offsetting increased energy tariffs in Maharashtra.
- The EBITA margin in India for the quarter was 17.3%, lower year-on-year and sequentially, primarily due to increased energy tariffs.
- The impact of US tariffs on Indian exports remains a concern, with tariffs on light vehicle components at 25% and on trucks and tractors at 50%.
- European market conditions remain challenging with stagnating EV penetration and competition from Chinese imports.
- The European operations' EBITA margin was 14.1%, lower year-on-year, despite being higher sequentially.
- The aluminum business faces challenges, with margins still below expectations despite improvements.
Ladies and gentlemen, good day and welcome to CI India's Q3 CY 25 results conference call hosted by ICICI Securities Limited. As a reminder, all participant clients 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 Ms. Visaka Maliwal from ICICS Securities. Over to you, ma'am.
Thanks for.
Good evening, everyone. Thanks to CI Automotive India Limited Management for giving us the opportunity to host the call. We have here in the call the senior management represented by Mr. Anderna Alvarez, CEO, Mr. PJ Prakash, CFO, Mr. Vikasina, senior VP strategy, and Mr. Lauentes, business controller.
So which is the management to take this ahead thank you.
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
