Q4 2025 CIE Automotive India Ltd Earnings Call Transcript

Feb 20, 2026 / 06:30 AM GMT

Release Date Price: ₹469.35 (+2.17%)

Transcript

Key Points

Positve

CIE Automotive India Ltd (BOM:532756) reported a 12% year-on-year increase in sales for Q4 CY25, marking the highest quarterly sales achieved in India.
The company has a diversified presence across various segments, with significant contributions from light vehicles, two and three-wheelers, tractors, and heavy trucks.
CIE Automotive India Ltd (BOM:532756) is expanding its production capacity in India, focusing on high-volume, value-added parts, and developing a product portfolio for electric vehicles.
The company has secured new business orders worth INR 8.7 billion per year in India, with 10% of these orders related to electric vehicles.
CIE Automotive India Ltd (BOM:532756) is actively evaluating organic and inorganic growth opportunities to utilize its strong cash position, with net financial debt further improving to negative INR 18.8 billion.

Negative

The EBITDA margin for the Indian operations decreased to 16.8% in Q4 CY25 from 17.1% in Q4 CY24, impacted by energy tariff increases and new labor code implications.
European operations faced a margin reduction due to one-off restructuring costs, with EBITDA margins dropping to 12.7% in Q4 CY25 from 14.9% in Q4 CY24.
Sales growth in India was slightly lower than the corresponding market growth, attributed to delays in new orders and changes in sales recognition in the aluminum vertical.
The European automotive industry is facing challenges due to competition from cheaper Chinese cars and the transition to electric vehicles, impacting growth prospects.
The aluminum casting business in India has experienced low growth, primarily due to dependency on a single large customer and challenges in the CNG program.

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

CIEA.NS - CIE Automotive India Ltd
Q4 2025 CIE Automotive India Ltd Earnings Call
Feb 20, 2026 / 06:30AM 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 CIE Automotive India Limited Q4 CY25 earnings conference call hosted by ICICI Securities 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 this conference call, please signal an operator by pressing, then 0 on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Smith Shah from ICICI Securities.

Thank you and over to you, Mr. Shah.

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